Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
86+ 1.24% |
$4.68K - $5.14K
|
7.02K
$448K
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
72+ 0.1% |
$3.92K - $4.3K
|
70.9K
$4.52M
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
55New |
$2.99K - $3.29K
|
55
$3.51K
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
52+ 0.51% |
$2.83K - $3.11K
|
10.3K
$660K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50New |
$2.72K - $2.99K
|
50
$3.19K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
43New |
$2.34K - $2.57K
|
43
$2.74K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38+ 0.53% |
$2.07K - $2.27K
|
7.21K
$460K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
36+ 76.6% |
$1.96K - $2.15K
|
83
$5.3K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
28+ 0.13% |
$1.52K - $1.67K
|
21.5K
$1.37M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23New |
$1.25K - $1.37K
|
23
$1.47K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
22+ 26.51% |
$1.2K - $1.31K
|
105
$6.7K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
19+ 0.01% |
$1.03K - $1.14K
|
133K
$8.48M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 0.13% |
$870 - $956
|
12.1K
$772K
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.13% |
$598 - $657
|
8.46K
$540K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
11+ 0.11% |
$598 - $657
|
10.4K
$661K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10+ 0.09% |
$544 - $598
|
11K
$700K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7+ 0.14% |
$381 - $418
|
4.97K
$317K
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5+ 0.13% |
$272 - $299
|
3.73K
$238K
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5+ 0.05% |
$272 - $299
|
9.21K
$588K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.05% |
$218 - $239
|
8.79K
$561K
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
3+ 0.06% |
$163 - $179
|
4.95K
$316K
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.06% |
$109 - $120
|
3.29K
$210K
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
2+ 0.12% |
$109 - $120
|
1.69K
$108K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
2+ 0.03% |
$109 - $120
|
7.25K
$463K
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$54.4 - $59.8
|
7.24K
$462K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.14% |
$54.4 - $59.8
|
710
$45.3K
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.22% |
$54.4 - $59.8
|
451
$28.8K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.09% |
$54.4 - $59.8
|
1.14K
$72.7K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$54.4 - $59.8
|
7.36K
$469K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-8- 15.69% |
$435 - $478
|
43
$2.74K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 0.02% |
$653 - $717
|
55.7K
$3.55M
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-16- 0.43% |
$870 - $956
|
3.69K
$236K
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-19- 0.12% |
$1.03K - $1.14K
|
15.2K
$971K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-20- 0.43% |
$1.09K - $1.2K
|
4.64K
$296K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23- 0.42% |
$1.25K - $1.37K
|
5.5K
$351K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-27- 0.68% |
$1.47K - $1.61K
|
3.96K
$252K
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-37Closed |
$2.01K - $2.21K
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-44- 1.21% |
$2.39K - $2.63K
|
3.6K
$230K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-51- 0.27% |
$2.77K - $3.05K
|
18.6K
$1.18M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-53- 0.51% |
$2.88K - $3.17K
|
10.3K
$657K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-58- 1.13% |
$3.15K - $3.47K
|
5.07K
$323K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-58- 8.39% |
$3.15K - $3.47K
|
633
$40.4K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-60- 1.78% |
$3.26K - $3.59K
|
3.31K
$211K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-60- 10.19% |
$3.26K - $3.59K
|
529
$33.8K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-76- 49.67% |
$4.13K - $4.54K
|
77
$4.91K
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-81- 0.92% |
$4.4K - $4.84K
|
8.7K
$555K
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-85- 12.41% |
$4.62K - $5.08K
|
600
$38.3K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-85- 2.91% |
$4.62K - $5.08K
|
2.83K
$181K
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-86- 0.17% |
$4.68K - $5.14K
|
51.1K
$3.26M
|