Latest Institutional Transactions on Ishares Tr Dow Jones Us Medica (IHI)
This table provides information on the latest institutional transactions involving Ishares Tr Dow Jones Us Medica (IHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
28New |
$1.48K - $1.6K
|
28
$1.79K
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
158KNew |
$8.32M - $9.03M
|
158K
$10.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.44KNew |
$234K - $254K
|
4.44K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$10.5K - $11.4K
|
200
$12.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
219+ 429.41% |
$11.5K - $12.5K
|
270
$17.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
450New |
$23.7K - $25.7K
|
450
$28.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Blackstone Inc
New York, NY |
BUY
|
PUT |
200KNew |
$10.5M - $11.4M
|
200K
$12.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.29KNew |
$279K - $302K
|
5.29K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-131- 5.94% |
$6.9K - $7.49K
|
2.08K
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-192- 4.32% |
$10.1K - $11K
|
4.25K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-569- 1.84% |
$30K - $32.5K
|
30.3K
$1.93M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
122+ 1.32% |
$6.43K - $6.97K
|
9.34K
$596K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-623- 13.98% |
$32.8K - $35.6K
|
3.83K
$245K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
31KNew |
$1.63M - $1.77M
|
31K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
655+ 8.95% |
$34.5K - $37.4K
|
7.97K
$509K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-75- 42.86% |
$3.95K - $4.29K
|
100
$6.38K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
279+ 3.06% |
$14.7K - $16K
|
9.38K
$599K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
6New |
$316 - $343
|
6
$383
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
54+ 19.15% |
$2.84K - $3.09K
|
336
$21.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.06KNew |
$214K - $232K
|
4.06K
$259K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
121New |
$6.37K - $6.92K
|
121
$7.72K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-108- 19.6% |
$5.69K - $6.17K
|
443
$28.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.83KNew |
$96.4K - $105K
|
1.83K
$117K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-6.91K- 80.54% |
$364K - $395K
|
1.67K
$106K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-220- 26.83% |
$11.6K - $12.6K
|
600
$38.3K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
276New |
$14.5K - $15.8K
|
276
$17.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$105 - $114
|
2.13K
$136K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.92KNew |
$312K - $338K
|
5.92K
$378K
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
3.92KNew |
$207K - $224K
|
3.92K
$250K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
245New |
$12.9K - $14K
|
245
$15.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-46- 0.58% |
$2.42K - $2.63K
|
7.91K
$505K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.58K - $1.72K
|
30
$1.91K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
300+ 7.1% |
$15.8K - $17.2K
|
4.53K
$289K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
378+ 8.89% |
$19.9K - $21.6K
|
4.63K
$295K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.37KNew |
$441K - $478K
|
8.37K
$534K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
12New |
$632 - $686
|
12
$766
|
|
|
Jul 21, 2023
Q2 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
79.9KNew |
$4.21M - $4.57M
|
79.9K
$5.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
32.3KNew |
$1.7M - $1.85M
|
32.3K
$2.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4.62KNew |
$243K - $264K
|
4.62K
$295K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-863- 13.63% |
$45.5K - $49.3K
|
5.47K
$349K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-6.57K- 25.69% |
$346K - $375K
|
19K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
33.6K+ 279.15% |
$1.77M - $1.92M
|
45.6K
$2.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.23K- 24.17% |
$64.8K - $70.3K
|
3.86K
$246K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.61KNew |
$190K - $206K
|
3.61K
$230K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
7.06KNew |
$372K - $404K
|
7.06K
$450K
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-9.07K- 7.98% |
$478K - $519K
|
105K
$6.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-57- 1.45% |
$3K - $3.26K
|
3.88K
$248K
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
330+ 8.87% |
$17.4K - $18.9K
|
4.05K
$258K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.58KNew |
$189K - $205K
|
3.58K
$228K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
263+ 1.37% |
$13.9K - $15K
|
19.4K
$1.24M
|