iShares Genomics Immunology and Healthcare ETF (IDNA) Institutional Ownership

$24.18
-0.09 (-0.37%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Genomics Immunology and Healthcare ETF (NYSEARCA:IDNA)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$45.49K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$304.20K
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IDNA Institutional Buying and Selling by Quarter

iShares Genomics Immunology and Healthcare ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/5/2024 RiverFront Investment Group LLC38,919$896K0.0%-5.2%0.643%
11/15/2023 Integrated Wealth Concepts LLC56,879$1.16M0.0%-14.7%0.940%
11/7/2023 RiverFront Investment Group LLC41,046$835K0.0%-3.3%0.678%
8/1/2023 RiverFront Investment Group LLC42,454$991K0.0%-2.7%0.696%
7/13/2023 Cambridge Investment Research Advisors Inc.32,104$750K0.0%+6.5%0.526%
5/3/2023 Integrated Wealth Concepts LLC10,876$253K0.0%N/A0.175%
4/28/2023 Janney Montgomery Scott LLC39,360$916K0.0%-3.4%0.635%
3/6/2023 OLD Mission Capital LLC5,298$133K0.0%N/A0.086%
2/24/2023 RiverFront Investment Group LLC45,602$1.15M0.3%+96.0%0.741%
2/13/2023 Wealthcare Advisory Partners LLC217,907$5.49M0.3%+23.9%3.543%
2/8/2023 Cambridge Investment Research Advisors Inc.29,579$745K0.0%+2.2%0.481%
2/1/2023 Janney Montgomery Scott LLC40,741$1.03M0.0%N/A0.662%
1/31/2023 Westside Investment Management Inc.350$2.51M0.0%-66.7%0.006%
1/26/2023Vigilant Capital Management LLC1,000$25K0.0%N/A0.016%
1/25/2023 Mayflower Financial Advisors LLC21,752$547K0.1%-6.9%0.354%
11/15/2022 Flow Traders U.S. LLC11,470$303K0.0%N/A0.178%
11/9/2022 Westside Investment Management Inc.1,050$21.21M0.1%+200.0%0.016%
10/17/2022 Cambridge Investment Research Advisors Inc.28,952$764K0.0%-11.5%0.449%
8/8/2022 Baird Financial Group Inc.33,338$963K0.0%-19.4%0.529%
8/2/2022 Triumph Capital Management18,382$160K0.1%N/A0.292%
7/13/2022 Cambridge Investment Research Advisors Inc.32,731$946K0.0%+55.4%0.515%
5/5/2022 RiverFront Investment Group LLC24,394$840K0.0%+90.0%0.372%
4/21/2022 Mayflower Financial Advisors LLC29,021$1M0.1%+32.6%0.427%
4/15/2022 Wealthcare Advisory Partners LLC165,681$5.71M0.3%+26.6%2.436%
4/12/2022 Wealthcare Capital Management LLC5,881$203K0.0%N/A0.086%
2/10/2022 RiverFront Investment Group LLC12,842$563K0.0%N/A0.183%
2/9/2022 Baird Financial Group Inc.50,228$2.20M0.0%+2.8%0.718%
2/3/2022 Cambridge Investment Research Advisors Inc.24,256$1.06M0.0%+6.5%0.342%
2/2/2022 Sigma Planning Corp5,603$245K0.0%-7.6%0.079%
1/21/2022 Mayflower Financial Advisors LLC21,889$959K0.1%+16.6%0.294%
1/20/2022 Parallel Advisors LLC1,168$51K0.0%+106.4%0.016%
1/19/2022Lenox Wealth Advisors LLC1,760$77K0.0%N/A0.024%
1/12/2022IFP Advisors Inc4,282$189K0.0%+7.3%0.057%
11/16/2021 Captrust Financial Advisors1,137$58K0.0%+29.6%0.016%
11/16/2021 Triumph Capital Management7,096$276K0.2%N/A0.098%
11/16/2021 Wealthcare Capital Management LLC5,513$280K0.0%+11.1%0.076%
11/15/2021 Flow Traders U.S. LLC19,542$991K0.0%+257.0%0.270%
11/12/2021 PSI Advisors LLC951$48K0.0%N/A0.013%
11/2/2021 Cambridge Investment Research Advisors Inc.22,773$1.16M0.0%-1.9%0.325%
10/26/2021 Mayflower Financial Advisors LLC18,767$924K0.1%+15.8%0.268%
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10/21/2021 Ellis Investment Partners LLC730$37K0.0%+69.8%0.010%
8/24/2021 Flow Traders U.S. LLC5,474$285K0.0%-56.6%0.084%
8/16/2021 Wealthcare Capital Management LLC4,961$258K0.0%+65.4%0.076%
8/16/2021 Wealthcare Advisory Partners LLC109,762$5.71M0.4%+23.0%1.676%
8/13/2021 Sigma Planning Corp5,633$293K0.0%-5.8%0.086%
8/11/2021 Baird Financial Group Inc.47,101$2.45M0.0%+7.2%0.719%
8/1/2021 Patriot Financial Group Insurance Agency LLC5,432$283K0.1%+2,804.8%0.083%
5/18/2021 Flow Traders U.S. LLC12,626$577K0.0%+98.6%0.204%
5/13/2021 Baird Financial Group Inc.43,954$2.01M0.0%N/A0.709%
5/7/2021 Cambridge Investment Research Advisors Inc.23,367$1.07M0.0%+3.5%0.377%
5/6/2021 Sigma Planning Corp5,977$273K0.0%+5.8%0.096%
5/4/2021 Outlook Wealth Advisors LLC16,352$747K0.3%+4.7%0.264%
4/30/2021 Wealthcare Capital Management LLC2,999$137K0.0%N/A0.048%
4/30/2021 Wealthcare Advisory Partners LLC89,268$4.08M0.3%+62.0%1.440%
4/22/2021 James Investment Research Inc.5,247$240K0.0%-6.8%0.085%
2/5/2021 Outlook Wealth Advisors LLC15,613$717K0.3%N/A0.286%
2/4/2021 Cambridge Investment Research Advisors Inc.22,581$1.04M0.0%+9.4%0.414%
2/2/2021 Flagship Private Wealth LLC969$48K0.0%N/A0.018%
1/25/2021IFP Advisors Inc3,986$183K0.0%+56.2%0.077%
11/19/2020 IHT Wealth Management LLC9,267$361K0.0%+21.7%0.180%
10/29/2020IFP Advisors Inc2,552$101K0.0%+121.1%0.061%
10/29/2020 Cambridge Investment Research Advisors Inc.20,636$804K0.0%+31.1%0.491%
10/29/2020 Wealthcare Advisory Partners LLC24,670$961K0.1%N/A0.587%
8/5/2020IFP Advisors Inc1,154$45K0.0%N/A0.030%
7/27/2020 Cambridge Investment Research Advisors Inc.15,744$598K0.0%N/A0.437%
7/24/2020 James Investment Research Inc.5,627$214K0.0%N/A0.156%
7/21/2020 Westside Investment Management Inc.300$3.80M0.0%N/A0.009%
7/16/2020 Parallel Advisors LLC757$28K0.0%N/A0.022%
5/12/2020 Sowell Financial Services LLC60,391$1.62M0.1%N/A3.178%
(Data available from 1/1/2016 forward)

IDNA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IDNA shares?

During the previous two years, 12 institutional investors and hedge funds held shares of iShares Genomics Immunology and Healthcare ETF. The most heavily invested institutionals were Wealthcare Advisory Partners LLC ($5.49M), Westside Investment Management Inc. ($2.51M), Integrated Wealth Concepts LLC ($1.16M), Baird Financial Group Inc. ($963K), Janney Montgomery Scott LLC ($916K), RiverFront Investment Group LLC ($896K), and Cambridge Investment Research Advisors Inc. ($750K).Learn more on IDNA's institutional investors.

Which institutional investors have been buying iShares Genomics Immunology and Healthcare ETF stock?

Of the 10 institutional investors that purchased iShares Genomics Immunology and Healthcare ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealthcare Advisory Partners LLC ($42.04K), Janney Montgomery Scott LLC ($40.74K), RiverFront Investment Group LLC ($22.33K), Triumph Capital Management ($18.38K), Cambridge Investment Research Advisors Inc. ($14.25K), Flow Traders U.S. LLC ($11.47K), and Integrated Wealth Concepts LLC ($10.88K).

How much institutional buying is happening at iShares Genomics Immunology and Healthcare ETF?

Institutional investors have bought a total of 167,087 shares in the last 24 months. This purchase volume represents approximately $4.31M in transactions.

Which iShares Genomics Immunology and Healthcare ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares Genomics Immunology and Healthcare ETF stock in the last 24 months: Integrated Wealth Concepts LLC ($9.77K), Baird Financial Group Inc. ($8.04K), RiverFront Investment Group LLC ($4.73K), Cambridge Investment Research Advisors Inc. ($3.78K), Mayflower Financial Advisors LLC ($1.60K), Janney Montgomery Scott LLC ($1.38K), and Westside Investment Management Inc. ($700.00).

How much institutional selling is happening at iShares Genomics Immunology and Healthcare ETF?

Institutional investors have sold a total of 29,997 shares in the last 24 months. This volume of shares sold represents approximately $726.37K in transactions.


This page (NYSEARCA:IDNA) was last updated on 5/18/2024 by MarketBeat.com Staff

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