Latest Institutional Transactions on Ishares Tr Dow Jones Us Medica (IHI)
This table provides information on the latest institutional transactions involving Ishares Tr Dow Jones Us Medica (IHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.12K- 14.46% |
$64K - $68.2K
|
6.6K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-126- 0.84% |
$7.23K - $7.7K
|
14.9K
$948K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-758- 9.32% |
$43.5K - $46.3K
|
7.37K
$470K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-34.2K- 67.46% |
$1.96M - $2.09M
|
16.5K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 12.26% |
$824K - $877K
|
103K
$6.55M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.38K- 17.9% |
$136K - $145K
|
10.9K
$696K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.9K- 28.27% |
$969K - $1.03M
|
42.8K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
160+ 0.65% |
$9.18K - $9.78K
|
24.9K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-101K- 93.28% |
$5.82M - $6.19M
|
7.3K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.14% |
$57.4 - $61.1
|
711
$45.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.53K+ 35.38% |
$87.6K - $93.3K
|
5.84K
$373K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.19% |
$574 - $611
|
5.21K
$333K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.06K+ 114.39% |
$60.7K - $64.6K
|
1.98K
$126K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-650- 3.66% |
$37.3K - $39.7K
|
17.1K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
250+ 13.74% |
$14.3K - $15.3K
|
2.07K
$132K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
58New |
$3.33K - $3.54K
|
58
$3.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-507- 1.12% |
$29.1K - $31K
|
44.8K
$2.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.59K- 2.74% |
$148K - $158K
|
92K
$5.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.01KNew |
$230K - $245K
|
4.01K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.72K+ 22.58% |
$558K - $594K
|
52.8K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.9K- 2.98% |
$109K - $116K
|
61.6K
$3.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
631+ 1.61% |
$36.2K - $38.6K
|
39.8K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
193New |
$11.1K - $11.8K
|
193
$12.3K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
93New |
$5.34K - $5.68K
|
93
$5.93K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$813K - $865K
|
14.2K
$904K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.06% |
$115 - $122
|
3.57K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-168- 2.61% |
$9.64K - $10.3K
|
6.27K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-27- 41.54% |
$1.55K - $1.65K
|
38
$2.42K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
3.93KNew |
$226K - $240K
|
3.93K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$57.4 - $61.1
|
2.15K
$137K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.08K- 14.75% |
$119K - $127K
|
12K
$767K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-139- 52.65% |
$7.98K - $8.49K
|
125
$7.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-882- 31.02% |
$50.6K - $53.9K
|
1.96K
$125K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.44K+ 13.42% |
$197K - $210K
|
29.1K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
23+ 0.15% |
$1.32K - $1.41K
|
15.2K
$972K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
60+ 150.0% |
$3.44K - $3.67K
|
100
$6.38K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
940New |
$53.9K - $57.4K
|
940
$60K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
86.3K+ 71.71% |
$4.95M - $5.27M
|
207K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.3K+ 294.77% |
$1.22M - $1.3M
|
28.5K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-305- 0.51% |
$17.5K - $18.6K
|
59.4K
$3.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-552- 11.41% |
$31.7K - $33.7K
|
4.29K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.36K- 14.16% |
$77.7K - $82.8K
|
8.22K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.7K+ 5.3% |
$97.4K - $104K
|
33.7K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.06% |
$115 - $122
|
3.3K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
107New |
$6.14K - $6.54K
|
107
$6.83K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.91KNew |
$339K - $361K
|
5.91K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
566New |
$32.5K - $34.6K
|
566
$36.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.17K- 21.1% |
$469K - $499K
|
30.5K
$1.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-309- 5.21% |
$17.7K - $18.9K
|
5.62K
$359K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-886- 4.49% |
$50.8K - $54.1K
|
18.8K
$1.2M
|