Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
88.4KNew |
$5.16M - $5.75M
|
88.4K
$5.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
30.5K+ 5918.99% |
$1.78M - $1.99M
|
31.1K
$1.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.7K+ 84893.33% |
$743K - $829K
|
12.7K
$722K
|
|
|
Apr 14, 2025
Q1 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
9.42K+ 12.23% |
$549K - $613K
|
86.4K
$4.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.77KNew |
$395K - $441K
|
6.77K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 15.62% |
$119K - $133K
|
15.1K
$854K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
1.19K+ 91.86% |
$69.1K - $77.1K
|
2.48K
$140K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81+ 0.65% |
$4.72K - $5.27K
|
12.5K
$709K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
43+ 1.22% |
$2.51K - $2.8K
|
3.56K
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.02% |
$175 - $195
|
18.6K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.06% |
$58.3 - $65.1
|
1.69K
$95.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$58.3 - $65.1
|
151
$8.55K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-19- 0.09% |
$1.11K - $1.24K
|
21.9K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-30- 10.34% |
$1.75K - $1.95K
|
260
$14.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-35- 0.67% |
$2.04K - $2.28K
|
5.18K
$294K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-42- 0.85% |
$2.45K - $2.73K
|
4.88K
$276K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-49- 0.67% |
$2.86K - $3.19K
|
7.31K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-66- 1.06% |
$3.85K - $4.3K
|
6.18K
$350K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-87- 1.11% |
$5.07K - $5.66K
|
7.74K
$439K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-87- 1.16% |
$5.07K - $5.66K
|
7.44K
$422K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-121- 3.21% |
$7.06K - $7.88K
|
3.65K
$207K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-148- 4.14% |
$8.63K - $9.63K
|
3.43K
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-160- 0.59% |
$9.33K - $10.4K
|
26.9K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-208- 3.09% |
$12.1K - $13.5K
|
6.52K
$370K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-237- 2.55% |
$13.8K - $15.4K
|
9.07K
$514K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-265- 6.79% |
$15.5K - $17.2K
|
3.64K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-300- 40.0% |
$17.5K - $19.5K
|
450
$25.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-489- 11.37% |
$28.5K - $31.8K
|
3.81K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-810- 15.83% |
$47.2K - $52.7K
|
4.31K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-925- 1.47% |
$53.9K - $60.2K
|
61.8K
$3.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.21K- 11.94% |
$70.5K - $78.6K
|
8.91K
$505K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.68K- 7.89% |
$98.2K - $110K
|
19.7K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.01K- 3.26% |
$117K - $131K
|
59.7K
$3.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.13K- 7.63% |
$124K - $138K
|
25.8K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.61K- 3.33% |
$152K - $170K
|
75.7K
$4.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-4.54K- 96.25% |
$265K - $296K
|
177
$10K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-7.03K- 9.25% |
$410K - $457K
|
69K
$3.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-10.9K- 15.36% |
$637K - $711K
|
60.2K
$3.41M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-11.1K- 99.38% |
$649K - $725K
|
70
$3.97K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-30.5K- 98.34% |
$1.78M - $1.99M
|
516
$29.2K
|