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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-414- 89.8% |
$22.5K - $24K
|
47
$2.98K
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-417- 2.21% |
$22.7K - $24.1K
|
18.4K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-422- 9.58% |
$22.9K - $24.4K
|
3.98K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-428- 4.44% |
$23.3K - $24.8K
|
9.2K
$584K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-429- 2.21% |
$23.3K - $24.8K
|
19K
$1.21M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-430- 0.89% |
$23.4K - $24.9K
|
47.9K
$3.04M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-434- 2.04% |
$23.6K - $25.1K
|
20.8K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-449- 5.66% |
$24.4K - $26K
|
7.49K
$475K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-450- 9.39% |
$24.5K - $26K
|
4.34K
$276K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-465- 3.97% |
$25.3K - $26.9K
|
11.3K
$714K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-470- 7.87% |
$25.5K - $27.2K
|
5.5K
$349K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-490- 7.68% |
$26.6K - $28.4K
|
5.89K
$374K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-504- 5.29% |
$27.4K - $29.2K
|
9.03K
$573K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-514- 2.8% |
$27.9K - $29.7K
|
17.8K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-530- 4.17% |
$28.8K - $30.7K
|
12.2K
$773K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-541- 2.88% |
$29.4K - $31.3K
|
18.2K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-554- 6.02% |
$30.1K - $32.1K
|
8.65K
$549K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-562- 2.67% |
$30.6K - $32.5K
|
20.5K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-593- 0.28% |
$32.2K - $34.3K
|
210K
$13.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-604- 0.83% |
$32.8K - $34.9K
|
71.9K
$4.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-613- 72.37% |
$33.3K - $35.5K
|
234
$14.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-620- 2.48% |
$33.7K - $35.9K
|
24.4K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-625- 11.68% |
$34K - $36.2K
|
4.73K
$300K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-676- 2.56% |
$36.7K - $39.1K
|
25.7K
$1.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-715- 10.19% |
$38.9K - $41.4K
|
6.3K
$400K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-761- 3.88% |
$41.4K - $44K
|
18.8K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-766- 7.25% |
$41.6K - $44.3K
|
9.8K
$622K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-828Closed |
$45K - $47.9K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-855- 15.18% |
$46.5K - $49.5K
|
4.78K
$303K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-873- 2.5% |
$47.5K - $50.5K
|
34K
$2.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-879- 45.95% |
$47.8K - $50.9K
|
1.03K
$65.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-886- 5.36% |
$48.2K - $51.3K
|
15.7K
$993K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-935- 18.95% |
$50.8K - $54.1K
|
4K
$254K
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-960- 13.79% |
$52.2K - $55.5K
|
6K
$381K
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-971- 2.13% |
$52.8K - $56.2K
|
44.6K
$2.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-976- 10.49% |
$53.1K - $56.5K
|
8.33K
$528K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1K- 6.79% |
$54.6K - $58.1K
|
13.8K
$875K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.05K- 10.75% |
$57.1K - $60.8K
|
8.71K
$553K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.05K- 18.3% |
$57.1K - $60.8K
|
4.69K
$298K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.05K- 19.68% |
$57.2K - $60.9K
|
4.29K
$272K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.06K- 12.6% |
$57.3K - $61K
|
7.32K
$465K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.07K- 5.56% |
$58.2K - $62K
|
18.2K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.1K- 10.02% |
$59.9K - $63.7K
|
9.89K
$628K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.14K- 4.24% |
$61.7K - $65.7K
|
25.6K
$1.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 2.79% |
$65.8K - $70.1K
|
42.2K
$2.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.22K- 17.33% |
$66.1K - $70.4K
|
5.8K
$368K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.24K- 8.25% |
$67.2K - $71.6K
|
13.8K
$873K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.32K- 2.5% |
$71.8K - $76.4K
|
51.5K
$3.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-1.36K- 4.25% |
$73.7K - $78.4K
|
30.5K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.4K- 53.62% |
$76.1K - $81K
|
1.21K
$76.9K
|