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 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.03% |
$58.3 - $65.1
|
3.62K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.65% |
$58.3 - $65.1
|
154
$9.23K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.03% |
$58.3 - $65.1
|
3.3K
$198K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-6- 1.06% |
$350 - $391
|
560
$33.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8- 0.04% |
$467 - $521
|
18.6K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.05% |
$525 - $586
|
16.5K
$988K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-11- 0.28% |
$642 - $716
|
3.92K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-12- 22.22% |
$700 - $781
|
42
$2.52K
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-19- 0.09% |
$1.11K - $1.24K
|
21.9K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-24- 0.88% |
$1.4K - $1.56K
|
2.7K
$162K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-25- 0.49% |
$1.46K - $1.63K
|
5.07K
$304K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-25- 0.33% |
$1.46K - $1.63K
|
7.62K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-25- 0.18% |
$1.46K - $1.63K
|
13.7K
$819K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-28- 0.56% |
$1.63K - $1.82K
|
5K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-28- 0.54% |
$1.63K - $1.82K
|
5.18K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-30- 21.58% |
$1.75K - $1.95K
|
109
$6.54K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-30- 10.34% |
$1.75K - $1.95K
|
260
$15.6K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-33- 0.29% |
$1.92K - $2.15K
|
11.3K
$679K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-35- 0.67% |
$2.04K - $2.28K
|
5.18K
$311K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-41- 0.59% |
$2.39K - $2.67K
|
6.97K
$418K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-42- 0.85% |
$2.45K - $2.73K
|
4.88K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-49- 0.67% |
$2.86K - $3.19K
|
7.31K
$438K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-57- 5.58% |
$3.32K - $3.71K
|
964
$57.8K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-57- 0.95% |
$3.32K - $3.71K
|
5.92K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-66- 1.06% |
$3.85K - $4.3K
|
6.18K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-66- 0.59% |
$3.85K - $4.3K
|
11K
$661K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-66- 0.84% |
$3.85K - $4.3K
|
7.83K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-67- 1.72% |
$3.91K - $4.36K
|
3.82K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.02% |
$4.08K - $4.56K
|
6.77K
$406K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-75- 2.55% |
$4.37K - $4.88K
|
2.87K
$172K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-87- 1.11% |
$5.07K - $5.66K
|
7.74K
$464K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-87- 1.16% |
$5.07K - $5.66K
|
7.44K
$446K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-88- 0.36% |
$5.13K - $5.73K
|
24.6K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-89- 0.39% |
$5.19K - $5.79K
|
22.7K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 10.0% |
$5.83K - $6.51K
|
900
$54K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-105- 1.21% |
$6.12K - $6.83K
|
8.59K
$515K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-107- 1.25% |
$6.24K - $6.96K
|
8.48K
$509K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-120- 3.46% |
$7K - $7.81K
|
3.35K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-121- 3.21% |
$7.06K - $7.88K
|
3.65K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-125- 1.72% |
$7.29K - $8.14K
|
7.15K
$429K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-125- 1.63% |
$7.29K - $8.14K
|
7.56K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-131- 0.55% |
$7.64K - $8.53K
|
23.5K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-140- 2.93% |
$8.16K - $9.11K
|
4.64K
$278K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-148- 4.14% |
$8.63K - $9.63K
|
3.43K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-160- 0.59% |
$9.33K - $10.4K
|
26.9K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-168- 0.5% |
$9.8K - $10.9K
|
33.5K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-179- 4.34% |
$10.4K - $11.7K
|
3.95K
$237K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-179- 0.85% |
$10.4K - $11.7K
|
21K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-189- 3.73% |
$11K - $12.3K
|
4.88K
$292K
|