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 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.53K- 30.66% |
$300K - $348K
|
12.5K
$756K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-6K- 40.21% |
$326K - $378K
|
8.92K
$540K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.03K- 36.57% |
$327K - $380K
|
10.5K
$632K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.26K- 8.08% |
$340K - $395K
|
71.2K
$4.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.73K- 23.59% |
$365K - $424K
|
21.8K
$1.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.23K- 20.37% |
$447K - $519K
|
32.2K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.76K- 18.69% |
$475K - $552K
|
38.1K
$2.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.16K- 29.48% |
$497K - $577K
|
21.9K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.2K- 26.4% |
$606K - $704K
|
31.2K
$1.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12.6K- 9.44% |
$681K - $791K
|
120K
$7.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-12.9K- 8.96% |
$700K - $813K
|
131K
$7.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15.6K- 12.03% |
$848K - $985K
|
114K
$6.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.9K- 10.85% |
$974K - $1.13M
|
147K
$8.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-18.1K- 16.9% |
$983K - $1.14M
|
89K
$5.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-19.4K- 18.51% |
$1.05M - $1.22M
|
85.4K
$5.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19.6K- 34.81% |
$1.06M - $1.23M
|
36.7K
$2.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20.4K- 2.87% |
$1.11M - $1.29M
|
691K
$41.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21K- 60.42% |
$1.14M - $1.32M
|
13.7K
$831K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-22.4K- 66.71% |
$1.21M - $1.41M
|
11.2K
$674K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.1K- 45.03% |
$1.36M - $1.58M
|
30.6K
$1.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-25.2K- 33.31% |
$1.37M - $1.59M
|
50.5K
$3.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-25.3K- 33.47% |
$1.38M - $1.6M
|
50.4K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.9K- 3.7% |
$1.4M - $1.63M
|
673K
$40.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-26.5K- 51.59% |
$1.44M - $1.67M
|
24.9K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.9K- 11.07% |
$1.46M - $1.69M
|
216K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.1K- 7.43% |
$1.47M - $1.71M
|
337K
$20.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-28.3K- 45.3% |
$1.54M - $1.78M
|
34.2K
$2.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29K- 55.65% |
$1.57M - $1.83M
|
23.1K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-29.5K- 15.47% |
$1.6M - $1.86M
|
161K
$9.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-37.7K- 52.6% |
$2.04M - $2.37M
|
33.9K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-38.3K- 58.35% |
$2.08M - $2.41M
|
27.3K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-41.1K- 27.98% |
$2.23M - $2.59M
|
106K
$6.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-50K- 2.33% |
$2.71M - $3.15M
|
2.1M
$127M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-52.6K- 87.41% |
$2.85M - $3.31M
|
7.58K
$458K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-56.7K- 57.86% |
$3.08M - $3.57M
|
41.3K
$2.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.8K- 17.03% |
$3.24M - $3.77M
|
291K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-76.4K- 6.27% |
$4.15M - $4.82M
|
1.14M
$69.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-76.9K- 10.16% |
$4.17M - $4.85M
|
680K
$41.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-77.7K- 99.17% |
$4.21M - $4.89M
|
652
$39.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-80.1K- 72.53% |
$4.35M - $5.05M
|
30.4K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
SELL
|
- |
-100K- 95.55% |
$5.43M - $6.3M
|
4.66K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-142K- 97.31% |
$7.73M - $8.98M
|
3.93K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-208K- 4.09% |
$11.3M - $13.1M
|
4.86M
$294M
|