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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
426New |
$24.8K - $27.7K
|
426
$26.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-11.2K- 49.19% |
$650K - $726K
|
11.5K
$706K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-651- 11.95% |
$38K - $42.4K
|
4.8K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-255- 2.09% |
$14.9K - $16.6K
|
12K
$734K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
90New |
$5.25K - $5.86K
|
90
$5.52K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.49KNew |
$320K - $357K
|
5.49K
$337K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
320+ 96.97% |
$18.7K - $20.8K
|
650
$39.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
185New |
$10.8K - $12K
|
185
$11.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
210+ 2.75% |
$12.2K - $13.7K
|
7.86K
$482K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
114New |
$6.65K - $7.42K
|
114
$6.99K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.93K- 4.16% |
$112K - $125K
|
44.4K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-25- 0.49% |
$1.46K - $1.63K
|
5.07K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
315New |
$18.4K - $20.5K
|
315
$19.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-874- 1.56% |
$51K - $56.9K
|
55.1K
$3.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
28.8KNew |
$1.68M - $1.87M
|
28.8K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-794- 56.55% |
$46.3K - $51.7K
|
610
$37.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-190- 3.17% |
$11.1K - $12.4K
|
5.8K
$356K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.5KNew |
$204K - $228K
|
3.5K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-246- 6.52% |
$14.3K - $16K
|
3.53K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-131- 0.55% |
$7.64K - $8.53K
|
23.5K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-42.6K- 89.6% |
$2.48M - $2.77M
|
4.94K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.82KNew |
$281K - $313K
|
4.82K
$295K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
560+ 12.64% |
$32.7K - $36.5K
|
4.99K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-265- 6.79% |
$15.5K - $17.2K
|
3.64K
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-30- 10.34% |
$1.75K - $1.95K
|
260
$15.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-87- 1.11% |
$5.07K - $5.66K
|
7.74K
$475K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$58.3 - $65.1
|
151
$9.26K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-30.5K- 98.34% |
$1.78M - $1.99M
|
516
$31.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-7.03K- 9.25% |
$410K - $457K
|
69K
$4.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-35- 0.67% |
$2.04K - $2.28K
|
5.18K
$318K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-300- 40.0% |
$17.5K - $19.5K
|
450
$27.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-49- 0.67% |
$2.86K - $3.19K
|
7.31K
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-11.1K- 99.38% |
$649K - $725K
|
70
$4.29K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-148- 4.14% |
$8.63K - $9.63K
|
3.43K
$210K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.9K+ 15.01% |
$281K - $299K
|
37.5K
$2.3M
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-4.33KClosed |
$249K - $265K
|
0
$0
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
408New |
$23.4K - $24.9K
|
408
$25K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.86KNew |
$106K - $113K
|
1.86K
$114K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
564New |
$32.4K - $34.5K
|
564
$34.6K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
375New |
$21.5K - $22.9K
|
375
$23K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.1K- 26.25% |
$120K - $128K
|
5.9K
$362K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.49K- 1.3% |
$85.7K - $91.2K
|
114K
$6.97M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-19.3K- 48.73% |
$1.11M - $1.18M
|
20.3K
$1.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
71New |
$4.07K - $4.34K
|
71
$4.35K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
254New |
$14.6K - $15.5K
|
254
$15.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12+ 13.04% |
$689 - $733
|
104
$6.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
300New |
$17.2K - $18.3K
|
300
$18.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-85- 0.35% |
$4.88K - $5.19K
|
24.2K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
13.6KNew |
$782K - $833K
|
13.6K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$257K - $274K
|
4.48K
$275K
|
|