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 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
237New |
$13.6K - $14.5K
|
237
$14.5K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
824New |
$47.3K - $50.4K
|
824
$50.5K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.2KNew |
$68.9K - $73.3K
|
1.2K
$73.6K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
691+ 13.61% |
$39.6K - $42.2K
|
5.77K
$354K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.48KNew |
$200K - $213K
|
3.48K
$213K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
15.4KNew |
$883K - $940K
|
15.4K
$943K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
33New |
$1.89K - $2.02K
|
33
$2.02K
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.28KNew |
$246K - $261K
|
4.28K
$262K
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-20- 0.65% |
$1.15K - $1.22K
|
3.06K
$188K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
480New |
$27.5K - $29.3K
|
480
$29.4K
|
|
Q3 2024 | |||||||
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.08KNew |
$58.8K - $64.6K
|
1.08K
$66.3K
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
25.7KNew |
$1.4M - $1.54M
|
25.7K
$1.58M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11.2K+ 7494.0% |
$611K - $672K
|
11.4K
$698K
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-44.5K- 28.34% |
$2.42M - $2.66M
|
113K
$6.9M
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-112K- 57.52% |
$6.1M - $6.7M
|
82.8K
$5.08M
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-69.7K- 49.11% |
$3.79M - $4.17M
|
72.3K
$4.43M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
333New |
$18.1K - $19.9K
|
333
$20.4K
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
127KNew |
$6.93M - $7.62M
|
127K
$7.81M
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
8.87KNew |
$482K - $530K
|
8.87K
$544K
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
31.5KNew |
$1.71M - $1.88M
|
31.5K
$1.93M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
900New |
$48.9K - $53.8K
|
900
$55.2K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
55New |
$2.99K - $3.29K
|
55
$3.37K
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-2.44K- 4.38% |
$133K - $146K
|
53.3K
$3.27M
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-4.36K- 48.87% |
$237K - $261K
|
4.57K
$280K
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
9.5K+ 180.09% |
$517K - $568K
|
14.8K
$906K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50New |
$2.72K - $2.99K
|
50
$3.07K
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-58- 8.39% |
$3.15K - $3.47K
|
633
$38.8K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
100+ 0.58% |
$5.44K - $5.98K
|
17.2K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-8.6K- 32.7% |
$468K - $514K
|
17.7K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11.7K- 26.69% |
$635K - $697K
|
32.1K
$1.97M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-634- 13.14% |
$34.5K - $37.9K
|
4.19K
$257K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
100KNew |
$5.44M - $5.98M
|
100K
$6.13M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-916- 7.63% |
$49.8K - $54.7K
|
11.1K
$680K
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-650- 5.34% |
$35.3K - $38.9K
|
11.5K
$707K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.53KNew |
$192K - $211K
|
3.53K
$217K
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.2K+ 3.1% |
$446K - $490K
|
272K
$16.7M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
659New |
$35.8K - $39.4K
|
659
$40.4K
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-16- 0.43% |
$870 - $956
|
3.69K
$227K
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-750- 3.14% |
$40.8K - $44.8K
|
23.1K
$1.42M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-3.89K- 50.0% |
$211K - $232K
|
3.89K
$238K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-150- 4.2% |
$8.16K - $8.97K
|
3.42K
$210K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
764+ 4.57% |
$41.5K - $45.7K
|
17.5K
$1.07M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-23- 0.42% |
$1.25K - $1.37K
|
5.5K
$337K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
2.91KNew |
$158K - $174K
|
2.91K
$178K
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-380K- 98.96% |
$20.7M - $22.7M
|
4K
$245K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
592New |
$32.2K - $35.4K
|
592
$36.3K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-681- 8.17% |
$37K - $40.7K
|
7.66K
$470K
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-233- 6.26% |
$12.7K - $13.9K
|
3.49K
$214K
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8.52KNew |
$463K - $509K
|
8.52K
$522K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.46K- 42.03% |
$134K - $147K
|
3.39K
$208K
|