Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.78K+ 9.49% |
$205K - $238K
|
43.6K
$2.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.58K+ 25.41% |
$195K - $226K
|
17.7K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.51KNew |
$190K - $221K
|
3.51K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.45KNew |
$187K - $217K
|
3.45K
$207K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.32K+ 3.07% |
$180K - $209K
|
112K
$6.69M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.31KNew |
$179K - $208K
|
3.31K
$198K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.28KNew |
$178K - $206K
|
3.28K
$196K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3.26KNew |
$177K - $206K
|
3.26K
$196K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.24KNew |
$176K - $204K
|
3.24K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.11K+ 17.0% |
$169K - $196K
|
21.4K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.09K+ 14.98% |
$168K - $195K
|
23.7K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 16.29% |
$165K - $192K
|
21.8K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.82K+ 31.19% |
$153K - $178K
|
11.9K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
2.59KNew |
$140K - $163K
|
2.59K
$155K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.5K+ 26.27% |
$136K - $158K
|
12K
$720K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 8.01% |
$131K - $153K
|
32.6K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.23K+ 8.44% |
$121K - $141K
|
28.7K
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.18KNew |
$118K - $137K
|
2.18K
$130K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2K+ 19.0% |
$108K - $126K
|
12.5K
$750K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.85K+ 53.66% |
$100K - $117K
|
5.3K
$317K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.84K+ 0.97% |
$100K - $116K
|
193K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.75K+ 12.91% |
$95K - $110K
|
15.3K
$918K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.72K+ 9.61% |
$93.2K - $108K
|
19.6K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.69K+ 2.86% |
$91.7K - $106K
|
60.8K
$3.65M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.68K+ 1.57% |
$91.2K - $106K
|
108K
$6.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.66K+ 4.01% |
$89.8K - $104K
|
42.9K
$2.57M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.59K+ 2.43% |
$86.3K - $100K
|
67K
$4.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.59K+ 4.41% |
$86.1K - $100K
|
37.6K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.59K+ 4.8% |
$86K - $99.9K
|
34.6K
$2.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.55K+ 9.42% |
$83.9K - $97.4K
|
18K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.42K+ 20.45% |
$77.3K - $89.7K
|
8.39K
$503K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.42KNew |
$77.2K - $89.6K
|
1.42K
$85.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.41K+ 88.14% |
$76.6K - $89K
|
3.01K
$181K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.41K+ 5.4% |
$76.5K - $88.8K
|
27.5K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34K+ 22.92% |
$72.7K - $84.4K
|
7.18K
$431K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.3K+ 62.8% |
$70.6K - $81.9K
|
3.37K
$202K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 21.79% |
$70K - $81.2K
|
7.2K
$432K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.22K+ 1.59% |
$65.9K - $76.6K
|
77.7K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.16K+ 1.92% |
$63.1K - $73.3K
|
61.8K
$3.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.1K+ 5.22% |
$59.5K - $69.1K
|
22.1K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
960New |
$52.1K - $60.5K
|
960
$57.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
946+ 6.69% |
$51.3K - $59.6K
|
15.1K
$904K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
920+ 0.93% |
$49.9K - $58K
|
100K
$6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
769+ 9.16% |
$41.7K - $48.5K
|
9.17K
$550K
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
760+ 7.0% |
$41.2K - $47.9K
|
11.6K
$697K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
712+ 0.68% |
$38.6K - $44.9K
|
106K
$6.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
695+ 0.8% |
$37.7K - $43.8K
|
87.3K
$5.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
650+ 8.76% |
$35.3K - $41K
|
8.07K
$484K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
636+ 11.3% |
$34.5K - $40.1K
|
6.27K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
633+ 6.77% |
$34.4K - $39.9K
|
9.98K
$598K
|