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 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.64K- 8.15% |
$88.9K - $103K
|
18.5K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.65K- 2.76% |
$89.3K - $104K
|
58K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.77K- 6.83% |
$96.1K - $112K
|
24.2K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91K- 5.01% |
$104K - $120K
|
36.2K
$2.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.92K- 6.3% |
$104K - $121K
|
28.6K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 70.18% |
$109K - $126K
|
850
$51.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.14K- 2.61% |
$116K - $135K
|
79.6K
$4.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.15K- 1.8% |
$117K - $136K
|
118K
$7.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.16K- 10.58% |
$117K - $136K
|
18.2K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.22K- 15.5% |
$120K - $140K
|
12.1K
$731K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.26K- 2.44% |
$123K - $143K
|
90.4K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.29K- 1.7% |
$124K - $144K
|
132K
$8M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.4K- 6.84% |
$130K - $151K
|
32.6K
$1.97M
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.43K- 19.16% |
$132K - $153K
|
10.3K
$620K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.44K- 12.43% |
$133K - $154K
|
17.2K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.47K- 36.44% |
$134K - $156K
|
4.3K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.61K- 2.08% |
$142K - $164K
|
123K
$7.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-2.61K- 12.84% |
$142K - $164K
|
17.7K
$1.07M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.64K- 29.56% |
$143K - $166K
|
6.29K
$380K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.64K- 4.27% |
$143K - $166K
|
59.2K
$3.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.67K- 7.83% |
$145K - $168K
|
31.4K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.69K- 1.77% |
$146K - $169K
|
149K
$9.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.69K- 1.44% |
$146K - $169K
|
183K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.74K- 60.93% |
$149K - $173K
|
1.76K
$106K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.87K- 7.66% |
$156K - $181K
|
34.6K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.9K- 2.77% |
$157K - $182K
|
102K
$6.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.95K- 4.0% |
$160K - $186K
|
70.9K
$4.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.99K- 14.6% |
$162K - $188K
|
17.5K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.07K- 19.05% |
$167K - $194K
|
13.1K
$790K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.08K- 19.06% |
$167K - $194K
|
13.1K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.18K- 4.49% |
$173K - $201K
|
67.8K
$4.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.36K- 36.45% |
$182K - $212K
|
5.86K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-3.39K- 33.62% |
$184K - $213K
|
6.69K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-3.47K- 22.83% |
$188K - $219K
|
11.7K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.5K- 4.44% |
$190K - $220K
|
75.3K
$4.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.6K- 27.78% |
$195K - $227K
|
9.36K
$566K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.61K- 24.85% |
$196K - $227K
|
10.9K
$660K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.61K- 14.03% |
$196K - $228K
|
22.1K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.66K- 10.26% |
$199K - $231K
|
32K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.67K- 29.42% |
$199K - $231K
|
8.8K
$532K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.14K- 3.64% |
$224K - $261K
|
110K
$6.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.46K- 49.91% |
$242K - $281K
|
4.48K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.56K- 6.77% |
$248K - $287K
|
62.8K
$3.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.58K- 41.6% |
$248K - $288K
|
6.42K
$388K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.83K- 5.76% |
$262K - $304K
|
79.1K
$4.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.87K- 3.78% |
$264K - $307K
|
124K
$7.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4.88K- 22.97% |
$265K - $307K
|
16.4K
$989K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5K- 11.39% |
$272K - $315K
|
38.9K
$2.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-5.03K- 9.2% |
$273K - $317K
|
49.6K
$3M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.34K- 4.95% |
$290K - $336K
|
102K
$6.19M
|