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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-42Closed |
$2.22K - $2.45K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-357Closed |
$18.9K - $20.9K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1KClosed |
$53K - $58.5K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-265- 28.77% |
$14K - $15.5K
|
656
$41.9K
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-784Closed |
$41.5K - $45.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-659Closed |
$34.9K - $38.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-749Closed |
$39.7K - $43.8K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$5.3K - $5.85K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.89KClosed |
$100K - $110K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Well Done, LLC
|
SELL
|
- |
-2.66KClosed |
$141K - $155K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9Closed |
$477 - $526
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
360 Financial, Inc.
|
SELL
|
- |
-17.4KClosed |
$921K - $1.02M
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2.54KClosed |
$134K - $148K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.43KClosed |
$129K - $142K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Veracity Capital LLC
|
SELL
|
- |
-671Closed |
$35.5K - $39.2K
|
0
$0
|
|
|
Apr 06, 2021
Q1 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-628Closed |
$33.3K - $36.7K
|
0
$0
|
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-7.64KClosed |
$404K - $446K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-151Closed |
$8K - $8.83K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-20.3KClosed |
$1.08M - $1.19M
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 10, 2024
Q4 2020
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-12.8K- 83.12% |
$630K - $698K
|
2.6K
$166K
|
|
|
Feb 09, 2021
Q4 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.1KClosed |
$202K - $224K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Swarthmore Group Inc
|
SELL
|
- |
-24.5KClosed |
$1.21M - $1.34M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-385Closed |
$19K - $21K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-5.84KClosed |
$288K - $319K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-6.27KClosed |
$309K - $342K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.98KNew |
$294K - $326K
|
5.98K
$381K
|
|
|
Jan 12, 2021
Q4 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.13KClosed |
$55.7K - $61.8K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-5.9KClosed |
$261K - $304K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-197Closed |
$8.72K - $10.2K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-6.78KClosed |
$300K - $350K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-35Closed |
$1.55K - $1.81K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
12.6KNew |
$557K - $649K
|
12.6K
$803K
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-200Closed |
$8.85K - $10.3K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-2.99KClosed |
$132K - $154K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-910Closed |
$40.3K - $46.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
480+ 13.31% |
$17K - $21.8K
|
4.09K
$261K
|
|
|
Sep 23, 2021
Q2 2020
|
Systelligence, LLC
|
SELL
|
- |
-22.4KClosed |
$793K - $1.01M
|
0
$0
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-120Closed |
$4.26K - $5.44K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-25Closed |
$888 - $1.13K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-225KClosed |
$8M - $10.2M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Dg Capital Management, LLC
New York, NY |
SELL
|
- |
-25.7KClosed |
$911K - $1.16M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-20KClosed |
$710K - $907K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.68KClosed |
$131K - $167K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-606Closed |
$21.5K - $27.5K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Aldebaran Financial Inc.
|
SELL
|
- |
-3.58KClosed |
$127K - $162K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.46KClosed |
$51.7K - $66K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-35Closed |
$1.08K - $1.62K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.75KClosed |
$54.1K - $81K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-101Closed |
$3.11K - $4.67K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.56KClosed |
$48.2K - $72.2K
|
0
$0
|
|