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 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-81- 1.09% |
$4.4K - $5.1K
|
7.36K
$445K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-90- 0.06% |
$4.88K - $5.67K
|
153K
$9.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-90- 1.4% |
$4.88K - $5.67K
|
6.33K
$382K
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-105- 1.74% |
$5.7K - $6.62K
|
5.91K
$358K
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-108- 1.16% |
$5.86K - $6.81K
|
9.19K
$556K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-109- 94.78% |
$5.92K - $6.87K
|
6
$363
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-111- 0.48% |
$6.02K - $6.99K
|
22.9K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-120- 0.74% |
$6.51K - $7.56K
|
16.1K
$974K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-124- 1.83% |
$6.73K - $7.81K
|
6.64K
$402K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-129- 3.27% |
$7K - $8.13K
|
3.82K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-138- 1.25% |
$7.49K - $8.7K
|
10.9K
$659K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-143- 9.02% |
$7.76K - $9.01K
|
1.44K
$87.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-150- 3.92% |
$8.14K - $9.45K
|
3.67K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-153- 0.42% |
$8.3K - $9.64K
|
36.5K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-156- 3.57% |
$8.47K - $9.83K
|
4.21K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-163- 0.99% |
$8.85K - $10.3K
|
16.3K
$983K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-166- 1.4% |
$9.01K - $10.5K
|
11.7K
$709K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-180- 2.13% |
$9.77K - $11.3K
|
8.26K
$500K
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-182- 0.82% |
$9.88K - $11.5K
|
22.1K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-184- 1.64% |
$9.99K - $11.6K
|
11K
$667K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-203- 4.0% |
$11K - $12.8K
|
4.87K
$294K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-209- 1.68% |
$11.3K - $13.2K
|
12.2K
$740K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-210- 0.93% |
$11.4K - $13.2K
|
22.3K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-210- 4.53% |
$11.4K - $13.2K
|
4.43K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-210- 2.67% |
$11.4K - $13.2K
|
7.65K
$463K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-211- 2.77% |
$11.5K - $13.3K
|
7.41K
$448K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-224- 23.24% |
$12.2K - $14.1K
|
740
$44.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-227- 2.24% |
$12.3K - $14.3K
|
9.93K
$600K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-229- 6.27% |
$12.4K - $14.4K
|
3.43K
$207K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-234- 3.92% |
$12.7K - $14.7K
|
5.73K
$346K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-238- 0.52% |
$12.9K - $15K
|
45.3K
$2.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-239- 0.47% |
$13K - $15.1K
|
50.9K
$3.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-256- 26.45% |
$13.9K - $16.1K
|
712
$43.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-259- 0.77% |
$14.1K - $16.3K
|
33.2K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-261- 1.56% |
$14.2K - $16.4K
|
16.5K
$995K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-263- 4.85% |
$14.3K - $16.6K
|
5.17K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-270- 32.14% |
$14.7K - $17K
|
570
$34.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-274- 5.62% |
$14.9K - $17.3K
|
4.6K
$278K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-275- 11.11% |
$14.9K - $17.3K
|
2.2K
$133K
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-292- 3.48% |
$15.8K - $18.4K
|
8.09K
$489K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-293- 0.98% |
$15.9K - $18.5K
|
29.5K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-298- 8.26% |
$16.2K - $18.8K
|
3.31K
$200K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-300- 31.91% |
$16.3K - $18.9K
|
640
$38.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-300- 4.29% |
$16.3K - $18.9K
|
6.69K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-310- 1.92% |
$16.8K - $19.5K
|
15.9K
$959K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-313- 33.44% |
$17K - $19.7K
|
623
$37.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-329- 6.75% |
$17.9K - $20.7K
|
4.55K
$275K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-408- 6.6% |
$22.1K - $25.7K
|
5.77K
$349K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-455- 7.2% |
$24.7K - $28.7K
|
5.87K
$355K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-475- 0.98% |
$25.8K - $29.9K
|
48.1K
$2.91M
|