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 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
121New |
$6.37K - $6.92K
|
121
$7.21K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-108- 19.6% |
$5.69K - $6.17K
|
443
$26.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.83KNew |
$96.4K - $105K
|
1.83K
$109K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-6.91K- 80.54% |
$364K - $395K
|
1.67K
$99.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-220- 26.83% |
$11.6K - $12.6K
|
600
$35.8K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
276New |
$14.5K - $15.8K
|
276
$16.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.09% |
$105 - $114
|
2.13K
$127K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.92KNew |
$312K - $338K
|
5.92K
$353K
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
3.92KNew |
$207K - $224K
|
3.92K
$234K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
245New |
$12.9K - $14K
|
245
$14.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-46- 0.58% |
$2.42K - $2.63K
|
7.91K
$472K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30New |
$1.58K - $1.72K
|
30
$1.79K
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
300+ 7.1% |
$15.8K - $17.2K
|
4.53K
$270K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
378+ 8.89% |
$19.9K - $21.6K
|
4.63K
$276K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.37KNew |
$441K - $478K
|
8.37K
$499K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
12New |
$632 - $686
|
12
$715
|
|
|
Jul 21, 2023
Q2 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
79.9KNew |
$4.21M - $4.57M
|
79.9K
$4.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
32.3KNew |
$1.7M - $1.85M
|
32.3K
$1.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4.62KNew |
$243K - $264K
|
4.62K
$275K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-863- 13.63% |
$45.5K - $49.3K
|
5.47K
$326K
|
|
|
Jul 17, 2023
Q2 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-6.57K- 25.69% |
$346K - $375K
|
19K
$1.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
33.6K+ 279.15% |
$1.77M - $1.92M
|
45.6K
$2.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.23K- 24.17% |
$64.8K - $70.3K
|
3.86K
$230K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.61KNew |
$190K - $206K
|
3.61K
$215K
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
7.06KNew |
$372K - $404K
|
7.06K
$421K
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-9.07K- 7.98% |
$478K - $519K
|
105K
$6.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-57- 1.45% |
$3K - $3.26K
|
3.88K
$231K
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
330+ 8.87% |
$17.4K - $18.9K
|
4.05K
$241K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.58KNew |
$189K - $205K
|
3.58K
$213K
|
|
|
Jul 06, 2023
Q2 2023
|
Spence Asset Management
|
BUY
|
- |
263+ 1.37% |
$13.9K - $15K
|
19.4K
$1.16M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.05K+ 4.99% |
$55.5K - $60.3K
|
22.2K
$1.32M
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
721New |
$36.4K - $40.4K
|
721
$43K
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8.46KClosed |
$427K - $474K
|
0
$0
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.2KClosed |
$60.6K - $67.3K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
768+ 512.0% |
$38.8K - $43.1K
|
918
$54.7K
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
44New |
$2.22K - $2.47K
|
44
$2.62K
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.98MNew |
$100M - $111M
|
1.98M
$118M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-228- 8.11% |
$11.5K - $12.8K
|
2.59K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.8KNew |
$394K - $437K
|
7.8K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
120New |
$6.06K - $6.73K
|
120
$7.15K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.4K- 66.67% |
$272K - $303K
|
2.7K
$161K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
74New |
$3.73K - $4.15K
|
74
$4.41K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-302- 7.53% |
$15.2K - $16.9K
|
3.71K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
2.3K+ 12.17% |
$116K - $129K
|
21.2K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
209New |
$10.5K - $11.7K
|
209
$12.5K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
384KNew |
$19.4M - $21.6M
|
384K
$22.9M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
65New |
$3.28K - $3.64K
|
65
$3.87K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
20New |
$1.01K - $1.12K
|
20
$1.19K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
320New |
$16.1K - $17.9K
|
320
$19.1K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
150New |
$7.57K - $8.41K
|
150
$8.94K
|
|