iShares Genomics Immunology and Healthcare ETF (IDNA) Institutional Ownership

$22.18
-0.09 (-0.40%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$298.57K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$336.34K
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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
2/5/2024RiverFront Investment Group LLC38,919$896K0.0%-5.2%0.643%
11/15/2023Integrated Wealth Concepts LLC56,879$1.16M0.0%-14.7%0.940%
11/7/2023RiverFront Investment Group LLC41,046$835K0.0%-3.3%0.678%
8/1/2023RiverFront Investment Group LLC42,454$991K0.0%-2.7%0.696%
7/13/2023Cambridge Investment Research Advisors Inc.32,104$750K0.0%+6.5%0.526%
5/3/2023Integrated Wealth Concepts LLC10,876$253K0.0%N/A0.175%
4/28/2023Janney Montgomery Scott LLC39,360$916K0.0%-3.4%0.635%
3/6/2023OLD Mission Capital LLC5,298$133K0.0%N/A0.086%
2/24/2023RiverFront 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%
2/8/2023Cambridge Investment Research Advisors Inc.29,579$745K0.0%+2.2%0.481%
2/1/2023Janney 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%
1/25/2023Mayflower Financial Advisors LLC21,752$547K0.1%-6.9%0.354%
11/15/2022Flow 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%
10/17/2022Cambridge Investment Research Advisors Inc.28,952$764K0.0%-11.5%0.449%
8/8/2022Baird Financial Group Inc.33,338$963K0.0%-19.4%0.529%
8/2/2022Triumph Capital Management18,382$160K0.1%N/A0.292%
7/13/2022Cambridge Investment Research Advisors Inc.32,731$946K0.0%+55.4%0.515%
5/5/2022RiverFront Investment Group LLC24,394$840K0.0%+90.0%0.372%
4/21/2022Mayflower 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%
2/10/2022RiverFront Investment Group LLC12,842$563K0.0%N/A0.183%
2/9/2022Baird Financial Group Inc.50,228$2.20M0.0%+2.8%0.718%
2/3/2022Cambridge Investment Research Advisors Inc.24,256$1.06M0.0%+6.5%0.342%
2/2/2022Sigma Planning Corp5,603$245K0.0%-7.6%0.079%
1/21/2022Mayflower Financial Advisors LLC21,889$959K0.1%+16.6%0.294%
1/20/2022Parallel 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%
11/16/2021Captrust Financial Advisors1,137$58K0.0%+29.6%0.016%
11/16/2021Triumph Capital Management7,096$276K0.2%N/A0.098%
11/16/2021 Wealthcare Capital Management LLC5,513$280K0.0%+11.1%0.076%
11/15/2021Flow Traders U.S. LLC19,542$991K0.0%+257.0%0.270%
11/12/2021PSI Advisors LLC951$48K0.0%N/A0.013%
11/2/2021Cambridge Investment Research Advisors Inc.22,773$1.16M0.0%-1.9%0.325%
10/26/2021Mayflower 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%
8/24/2021Flow 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%
8/13/2021Sigma Planning Corp5,633$293K0.0%-5.8%0.086%
8/11/2021Baird Financial Group Inc.47,101$2.45M0.0%+7.2%0.719%
8/1/2021Patriot Financial Group Insurance Agency LLC5,432$283K0.1%+2,804.8%0.083%
5/18/2021Flow Traders U.S. LLC12,626$577K0.0%+98.6%0.204%
5/13/2021Baird Financial Group Inc.43,954$2.01M0.0%N/A0.709%
5/7/2021Cambridge Investment Research Advisors Inc.23,367$1.07M0.0%+3.5%0.377%
5/6/2021Sigma 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%
4/22/2021James Investment Research Inc.5,247$240K0.0%-6.8%0.085%
2/5/2021 Outlook Wealth Advisors LLC15,613$717K0.3%N/A0.286%
2/4/2021Cambridge Investment Research Advisors Inc.22,581$1.04M0.0%+9.4%0.414%
2/2/2021Flagship Private Wealth LLC969$48K0.0%N/A0.018%
1/25/2021IFP Advisors Inc3,986$183K0.0%+56.2%0.077%
11/19/2020IHT Wealth Management LLC9,267$361K0.0%+21.7%0.180%
10/29/2020IFP Advisors Inc2,552$101K0.0%+121.1%0.061%
10/29/2020Cambridge 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%
7/27/2020Cambridge Investment Research Advisors Inc.15,744$598K0.0%N/A0.437%
7/24/2020James Investment Research Inc.5,627$214K0.0%N/A0.156%
7/21/2020 Westside Investment Management Inc.300$3.80M0.0%N/A0.009%
7/16/2020Parallel Advisors LLC757$28K0.0%N/A0.022%
5/12/2020Sowell Financial Services LLC60,391$1.62M0.1%N/A3.178%
5/7/2020Archer Investment Corp9,000$242K0.2%N/A0.500%
(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 ($33.89K), 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 178,639 shares in the last 24 months. This purchase volume represents approximately $4.71M 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 4/25/2024 by MarketBeat.com Staff

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