Purchases and Sales Made in Q2 2024 in Ishares Tr Dow Jones Us Medica (IHI)
This table provides information about the institutional ownership of Ishares Tr Dow Jones Us Medica (IHI) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TR DOW JONES US MEDICA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
832+ 3.37% |
$45.2K - $48.1K
|
25.5K
$1.62M
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
810+ 21.88% |
$44K - $46.9K
|
4.51K
$286K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
793+ 4.6% |
$43.1K - $45.9K
|
18K
$1.14M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
786+ 11.17% |
$42.7K - $45.5K
|
7.83K
$497K
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
683+ 0.97% |
$37.1K - $39.5K
|
70.8K
$4.49M
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
625New |
$34K - $36.2K
|
625
$39.7K
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600+ 400.0% |
$32.6K - $34.7K
|
750
$47.6K
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
556+ 1.03% |
$30.2K - $32.2K
|
54.7K
$3.47M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
511+ 11.85% |
$27.8K - $29.6K
|
4.83K
$306K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
508+ 0.5% |
$27.6K - $29.4K
|
103K
$6.54M
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
500+ 6.67% |
$27.2K - $28.9K
|
8K
$508K
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
465+ 2.03% |
$25.3K - $26.9K
|
23.4K
$1.48M
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
450New |
$24.5K - $26K
|
450
$28.6K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
408+ 7.0% |
$22.2K - $23.6K
|
6.24K
$396K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
378+ 52.65% |
$20.5K - $21.9K
|
1.1K
$69.6K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
374+ 1.26% |
$20.3K - $21.6K
|
30.2K
$1.91M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
356New |
$19.4K - $20.6K
|
356
$22.6K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
352+ 0.62% |
$19.1K - $20.4K
|
56.9K
$3.61M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
324+ 8.91% |
$17.6K - $18.7K
|
3.96K
$251K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
313+ 5.53% |
$17K - $18.1K
|
5.98K
$379K
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
302+ 25.21% |
$16.4K - $17.5K
|
1.5K
$95.2K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
291+ 0.69% |
$15.8K - $16.8K
|
42.2K
$2.68M
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
289+ 3.73% |
$15.7K - $16.7K
|
8.04K
$510K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
287+ 0.2% |
$15.6K - $16.6K
|
141K
$8.94M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
279+ 3.63% |
$15.2K - $16.1K
|
7.97K
$505K
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
279+ 0.74% |
$15.2K - $16.1K
|
38.1K
$2.42M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
274New |
$14.9K - $15.9K
|
274
$17.4K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
267+ 0.37% |
$14.5K - $15.4K
|
72.9K
$4.62M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
261New |
$14.2K - $15.1K
|
261
$16.6K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
250+ 12.38% |
$13.6K - $14.5K
|
2.27K
$144K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
246+ 91.11% |
$13.4K - $14.2K
|
516
$32.7K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
223+ 2.22% |
$12.1K - $12.9K
|
10.3K
$653K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
204New |
$11.1K - $11.8K
|
204
$12.9K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
196+ 3.23% |
$10.7K - $11.3K
|
6.26K
$397K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
193+ 0.35% |
$10.5K - $11.2K
|
55.7K
$3.53M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
189+ 2.2% |
$10.3K - $10.9K
|
8.79K
$558K
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
180+ 0.94% |
$9.78K - $10.4K
|
19.3K
$1.23M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
150New |
$8.15K - $8.68K
|
150
$9.52K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
133+ 0.13% |
$7.23K - $7.7K
|
102K
$6.48M
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
103New |
$5.6K - $5.96K
|
103
$6.54K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
102New |
$5.54K - $5.9K
|
102
$6.47K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
100+ 100.0% |
$5.44K - $5.79K
|
200
$12.7K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
94+ 0.28% |
$5.11K - $5.44K
|
33.6K
$2.13M
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
93+ 15.71% |
$5.06K - $5.38K
|
685
$43.5K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
84+ 29.27% |
$4.57K - $4.86K
|
371
$23.5K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
83+ 0.07% |
$4.51K - $4.8K
|
113K
$7.16M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
76+ 0.26% |
$4.13K - $4.4K
|
28.9K
$1.83M
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
64+ 0.19% |
$3.48K - $3.7K
|
33.1K
$2.1M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
62+ 3.23% |
$3.37K - $3.59K
|
1.98K
$126K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
61+ 30.5% |
$3.32K - $3.53K
|
261
$16.6K
|