Latest Institutional Sells of Ishares Tr Dow Jones Us Medica (IHI)
This list provides information on the latest institutional transactions involving Ishares Tr Dow Jones Us Medica (IHI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-80.9K- 42.07% |
$3.9M - $4.68M
|
111K
$6.94M
|
|
|
Feb 07, 2025
Q3 2023
|
Wealth High Governance Capital Ltda
Sao Paulo, D5 |
SELL
|
- |
-20KClosed |
$964K - $1.16M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.5K- 8.26% |
$648K - $777K
|
149K
$9.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-11KClosed |
$528K - $633K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.52K- 18.78% |
$266K - $319K
|
23.9K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.37K- 55.79% |
$259K - $310K
|
4.26K
$265K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.02K- 37.54% |
$242K - $290K
|
8.35K
$520K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.24K- 4.65% |
$204K - $245K
|
86.8K
$5.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.18K- 17.23% |
$153K - $184K
|
15.3K
$951K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.52K- 20.15% |
$73.2K - $87.8K
|
6.03K
$375K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-500- 89.29% |
$24.1K - $28.9K
|
60
$3.74K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-295- 0.76% |
$14.2K - $17K
|
38.5K
$2.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-240- 3.65% |
$11.6K - $13.9K
|
6.34K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-222- 15.4% |
$10.7K - $12.8K
|
1.22K
$76K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-128- 10.67% |
$6.17K - $7.39K
|
1.07K
$66.8K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 70.0% |
$675 - $809
|
6
$374
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-12- 66.67% |
$578 - $693
|
6
$374
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-6.91K- 80.54% |
$364K - $395K
|
1.67K
$104K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-1.23K- 24.17% |
$64.8K - $70.3K
|
3.86K
$240K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-863- 13.63% |
$45.5K - $49.3K
|
5.47K
$341K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-623- 13.98% |
$32.8K - $35.6K
|
3.83K
$239K
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-569- 1.84% |
$30K - $32.5K
|
30.3K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-220- 26.83% |
$11.6K - $12.6K
|
600
$37.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-192- 4.32% |
$10.1K - $11K
|
4.25K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-131- 5.94% |
$6.9K - $7.49K
|
2.08K
$129K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-108- 19.6% |
$5.69K - $6.17K
|
443
$27.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-75- 42.86% |
$3.95K - $4.29K
|
100
$6.23K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-57- 1.45% |
$3K - $3.26K
|
3.88K
$242K
|
|
|
Jul 28, 2023
Q2 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-46- 0.58% |
$2.42K - $2.63K
|
7.91K
$493K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-45.6K- 88.61% |
$2.3M - $2.56M
|
5.87K
$366K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-24.1K- 18.74% |
$1.21M - $1.35M
|
104K
$6.5M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-8.46KClosed |
$427K - $474K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.4K- 66.67% |
$272K - $303K
|
2.7K
$168K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.2KClosed |
$60.6K - $67.3K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.11K- 22.93% |
$56K - $62.2K
|
3.73K
$232K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-604- 38.87% |
$30.5K - $33.9K
|
950
$59.2K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-228- 8.11% |
$11.5K - $12.8K
|
2.59K
$161K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-132Closed |
$6.66K - $7.4K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
SELL
|
- |
-48- 0.72% |
$2.42K - $2.69K
|
6.63K
$413K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-40.6K- 89.7% |
$1.92M - $2.2M
|
4.66K
$290K
|
|
|
Jan 17, 2023
Q4 2022
|
Capricorn Fund Managers LTD
London, X0 |
SELL
|
- |
-10K- 12.5% |
$473K - $543K
|
70K
$4.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-2.44K- 52.65% |
$115K - $132K
|
2.19K
$137K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-2.07K- 1.7% |
$97.7K - $112K
|
119K
$7.43M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.87K- 7.02% |
$88.2K - $101K
|
24.7K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.4K- 23.74% |
$66.2K - $75.9K
|
4.49K
$280K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.4K- 61.64% |
$66.1K - $75.9K
|
870
$54.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.39KClosed |
$65.8K - $75.6K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-778- 15.15% |
$36.8K - $42.2K
|
4.36K
$271K
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-550- 11.76% |
$26K - $29.9K
|
4.13K
$257K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-388- 0.7% |
$18.3K - $21.1K
|
55K
$3.43M
|
|