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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
10.7KNew |
$647K - $720K
|
10.7K
$637K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.43K+ 477.7% |
$388K - $431K
|
7.77K
$462K
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8Closed |
$483 - $537
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-270Closed |
$16.3K - $18.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
60K+ 500.0% |
$3.62M - $4.03M
|
72K
$4.28M
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
580+ 500.0% |
$35K - $38.9K
|
696
$41.4K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30+ 500.0% |
$1.81K - $2.01K
|
36
$2.14K
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
20.4K+ 97.14% |
$1.23M - $1.37M
|
41.4K
$2.46M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
234New |
$14.1K - $15.7K
|
234
$13.9K
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-10.2KClosed |
$615K - $684K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-23Closed |
$1.39K - $1.54K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-29Closed |
$1.75K - $1.95K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
375+ 500.0% |
$22.7K - $25.2K
|
450
$26.7K
|
|
Nov 10, 2021
Q3 2021
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
5K+ 500.0% |
$302K - $336K
|
6K
$357K
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-599Closed |
$36.2K - $40.2K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
BUY
|
- |
72.8KNew |
$4.4M - $4.89M
|
72.8K
$4.32M
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-243Closed |
$14.7K - $16.3K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
48New |
$2.9K - $3.22K
|
48
$2.85K
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
125+ 500.0% |
$7.55K - $8.39K
|
150
$8.91K
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-633Closed |
$38.2K - $42.5K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.08K+ 500.0% |
$64.9K - $72.2K
|
1.29K
$76.7K
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.36K+ 500.0% |
$81.9K - $91K
|
1.63K
$96.6K
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
280+ 500.0% |
$16.9K - $18.8K
|
336
$20K
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-590Closed |
$35.6K - $39.6K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-585Closed |
$35.3K - $39.3K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
88.4KNew |
$5.34M - $5.94M
|
88.4K
$5.26M
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
125+ 500.0% |
$7.55K - $8.39K
|
150
$8.91K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-25Closed |
$1.51K - $1.68K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
211+ 324.62% |
$12.7K - $14.2K
|
276
$16.4K
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-8Closed |
$483 - $537
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
BUY
|
- |
200+ 500.0% |
$12.1K - $13.4K
|
240
$14.3K
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-75Closed |
$4.53K - $5.04K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$121 - $134
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
690+ 500.0% |
$41.7K - $46.3K
|
828
$49.2K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
750+ 500.0% |
$45.3K - $50.4K
|
900
$53.5K
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4K+ 500.0% |
$242K - $269K
|
4.8K
$285K
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
500+ 500.0% |
$30.2K - $33.6K
|
600
$35.7K
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
625+ 500.0% |
$37.8K - $42K
|
750
$44.6K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
260+ 500.0% |
$15.7K - $17.5K
|
312
$18.5K
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
75+ 500.0% |
$4.53K - $5.04K
|
90
$5.35K
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-650Closed |
$39.3K - $43.6K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-725Closed |
$39.9K - $43.9K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
677New |
$37.3K - $41K
|
677
$40.2K
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.07KClosed |
$114K - $125K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-215Closed |
$11.8K - $13K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-62Closed |
$3.41K - $3.76K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-47Closed |
$2.59K - $2.85K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-14.6KClosed |
$802K - $883K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
13New |
$716 - $788
|
13
$772
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-353Closed |
$19.4K - $21.4K
|
0
$0
|