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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-258- 2.01% |
$14K - $15.4K
|
12.6K
$773K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-315- 8.33% |
$17.1K - $18.8K
|
3.47K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Oak Root LLC
Santa Barbara, CA |
BUY
|
- |
1.99K+ 2.24% |
$108K - $119K
|
90.8K
$5.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
2+ 0.03% |
$109 - $120
|
7.25K
$445K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100New |
$5.44K - $5.98K
|
100
$6.13K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
111KNew |
$6.06M - $6.66M
|
111K
$6.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-76- 49.67% |
$4.13K - $4.54K
|
77
$4.72K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
52+ 0.51% |
$2.83K - $3.11K
|
10.3K
$634K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
126New |
$6.85K - $7.53K
|
126
$7.73K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
300New |
$16.3K - $17.9K
|
300
$18.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.76K+ 0.47% |
$95.5K - $105K
|
379K
$23.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.9K+ 6.1% |
$971K - $1.07M
|
311K
$19M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-710- 68.67% |
$38.6K - $42.4K
|
324
$19.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-3.54K- 49.8% |
$193K - $212K
|
3.57K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.39KNew |
$130K - $143K
|
2.39K
$146K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
43New |
$2.34K - $2.57K
|
43
$2.64K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-372- 31.74% |
$20.2K - $22.2K
|
800
$49.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
3.55KNew |
$193K - $212K
|
3.55K
$217K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
22+ 26.51% |
$1.2K - $1.31K
|
105
$6.44K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$189K - $208K
|
3.47K
$213K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.67K+ 1275.0% |
$200K - $219K
|
3.96K
$243K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
900New |
$48.9K - $53.8K
|
900
$55.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.42KNew |
$186K - $204K
|
3.42K
$210K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-450- 41.06% |
$24.5K - $26.9K
|
646
$39.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10+ 0.09% |
$544 - $598
|
11K
$673K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23New |
$1.25K - $1.37K
|
23
$1.41K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-470- 7.87% |
$25.5K - $27.2K
|
5.5K
$337K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.36KNew |
$346K - $368K
|
6.36K
$390K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13KNew |
$704K - $750K
|
13K
$795K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
33.3KNew |
$1.81M - $1.93M
|
33.3K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
274New |
$14.9K - $15.9K
|
274
$16.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
302+ 25.21% |
$16.4K - $17.5K
|
1.5K
$92K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-35K- 63.64% |
$1.9M - $2.03M
|
20K
$1.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
3KNew |
$163K - $174K
|
3K
$184K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
102New |
$5.54K - $5.9K
|
102
$6.25K
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
17.7KNew |
$964K - $1.03M
|
17.7K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
7.02KNew |
$382K - $406K
|
7.02K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-267- 6.27% |
$14.5K - $15.4K
|
3.99K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
SELL
|
- |
-152- 86.36% |
$8.26K - $8.79K
|
24
$1.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-828Closed |
$45K - $47.9K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.57% |
$54.4 - $57.9
|
175
$10.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-100- 80.65% |
$5.44K - $5.79K
|
24
$1.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.23KNew |
$121K - $129K
|
2.23K
$137K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2+ 0.03% |
$109 - $116
|
7.41K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-271- 17.98% |
$14.7K - $15.7K
|
1.24K
$75.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.9K+ 62.47% |
$810K - $862K
|
38.8K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-187- 96.39% |
$10.2K - $10.8K
|
7
$429
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.11K+ 4.64% |
$60.4K - $64.3K
|
25K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
4.42KNew |
$240K - $256K
|
4.42K
$271K
|
|