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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
625+ 3.12% |
$33.9K - $39.4K
|
20.7K
$1.24M
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
600New |
$32.6K - $37.8K
|
600
$36K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
595+ 4.71% |
$32.3K - $37.5K
|
13.2K
$792K
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
567New |
$30.8K - $35.7K
|
567
$34K
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
564New |
$30.6K - $35.5K
|
564
$33.8K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
515+ 3.63% |
$27.9K - $32.5K
|
14.7K
$881K
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
468New |
$25.4K - $29.5K
|
468
$28.1K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
428+ 9.25% |
$23.2K - $27K
|
5.06K
$303K
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
422+ 0.78% |
$22.9K - $26.6K
|
54.2K
$3.25M
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
402+ 10.05% |
$21.8K - $25.3K
|
4.4K
$264K
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
400+ 5.25% |
$21.7K - $25.2K
|
8.02K
$481K
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
367+ 6.59% |
$19.9K - $23.1K
|
5.94K
$356K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
359+ 8.13% |
$19.5K - $22.6K
|
4.78K
$286K
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
358+ 6.0% |
$19.4K - $22.6K
|
6.33K
$379K
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300New |
$16.3K - $18.9K
|
300
$18K
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
298New |
$16.2K - $18.8K
|
298
$17.9K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
279+ 3.83% |
$15.1K - $17.6K
|
7.56K
$453K
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
270+ 0.92% |
$14.7K - $17K
|
29.8K
$1.78M
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
270+ 2.9% |
$14.7K - $17K
|
9.58K
$574K
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
250+ 4.97% |
$13.6K - $15.8K
|
5.28K
$317K
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
246+ 5.04% |
$13.4K - $15.5K
|
5.13K
$307K
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
234+ 2.36% |
$12.7K - $14.7K
|
10.2K
$609K
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
225New |
$12.2K - $14.2K
|
225
$13.5K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
211+ 3.23% |
$11.5K - $13.3K
|
6.73K
$404K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
186New |
$10.1K - $11.7K
|
186
$11.2K
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
180New |
$9.77K - $11.3K
|
180
$10.8K
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
177+ 15.72% |
$9.61K - $11.2K
|
1.3K
$78.1K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
160+ 1.8% |
$8.68K - $10.1K
|
9.07K
$544K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
126+ 0.12% |
$6.84K - $7.94K
|
104K
$6.22M
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
123+ 1.45% |
$6.68K - $7.75K
|
8.61K
$516K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
118+ 0.44% |
$6.4K - $7.44K
|
27.1K
$1.62M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
85+ 1.61% |
$4.61K - $5.36K
|
5.38K
$323K
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
75+ 0.55% |
$4.07K - $4.73K
|
13.7K
$823K
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70New |
$3.8K - $4.41K
|
70
$4.2K
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
67+ 1.04% |
$3.64K - $4.22K
|
6.5K
$390K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
58+ 1.8% |
$3.15K - $3.65K
|
3.29K
$197K
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
58+ 5.77% |
$3.15K - $3.65K
|
1.06K
$63.7K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
55+ 31.07% |
$2.98K - $3.47K
|
232
$13.9K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
53+ 0.69% |
$2.88K - $3.34K
|
7.78K
$467K
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
44+ 0.82% |
$2.39K - $2.77K
|
5.39K
$323K
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
42+ 0.33% |
$2.28K - $2.65K
|
12.6K
$758K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38New |
$2.06K - $2.39K
|
38
$2.28K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 8.04% |
$1.63K - $1.89K
|
403
$24.2K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
26+ 74.29% |
$1.41K - $1.64K
|
61
$3.66K
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
21+ 0.09% |
$1.14K - $1.32K
|
22.7K
$1.36M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
18+ 0.63% |
$977 - $1.13K
|
2.88K
$173K
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.06% |
$868 - $1.01K
|
26.6K
$1.59M
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
15New |
$814 - $945
|
15
$899
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15+ 0.35% |
$814 - $945
|
4.34K
$260K
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
12+ 0.08% |
$651 - $756
|
15.3K
$915K
|