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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
515+ 3.63% |
$27.9K - $32.5K
|
14.7K
$901K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-925- 7.8% |
$50.2K - $58.3K
|
10.9K
$671K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.57K+ 0.61% |
$248K - $288K
|
757K
$46.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.03K- 36.57% |
$327K - $380K
|
10.5K
$641K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.03% |
$54.3 - $63
|
3.37K
$207K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
186New |
$10.1K - $11.7K
|
186
$11.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-210- 0.93% |
$11.4K - $13.2K
|
22.3K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
7.14KNew |
$387K - $450K
|
7.14K
$438K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.82% |
$54.3 - $63
|
56
$3.43K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
3.31KNew |
$179K - $208K
|
3.31K
$203K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-184- 1.64% |
$9.99K - $11.6K
|
11K
$676K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
180New |
$9.77K - $11.3K
|
180
$11K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.72K+ 9.61% |
$93.2K - $108K
|
19.6K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-138- 1.25% |
$7.49K - $8.7K
|
10.9K
$668K
|
|
|
Jul 30, 2025
Q2 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
7+ 0.04% |
$380 - $441
|
18.7K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-1K- 2.38% |
$54.4K - $63.2K
|
41.1K
$2.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
75+ 0.55% |
$4.07K - $4.73K
|
13.7K
$842K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38New |
$2.06K - $2.39K
|
38
$2.33K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.03% |
$54.3 - $63
|
3.3K
$202K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
279+ 3.83% |
$15.1K - $17.6K
|
7.56K
$464K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.73K- 23.59% |
$365K - $424K
|
21.8K
$1.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91K- 5.01% |
$104K - $120K
|
36.2K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-300- 4.29% |
$16.3K - $18.9K
|
6.69K
$410K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.18KNew |
$118K - $137K
|
2.18K
$133K
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
19.1KNew |
$1.04M - $1.21M
|
19.1K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.63K- 20.1% |
$88.3K - $103K
|
6.47K
$396K
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-37.7K- 52.6% |
$2.04M - $2.37M
|
33.9K
$2.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
123+ 1.45% |
$6.68K - $7.75K
|
8.61K
$528K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
15.5KNew |
$840K - $975K
|
15.5K
$949K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.38K- 11.86% |
$74.9K - $87K
|
10.3K
$629K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-153- 0.42% |
$8.3K - $9.64K
|
36.5K
$2.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-475- 0.98% |
$25.8K - $29.9K
|
48.1K
$2.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
769+ 9.16% |
$41.7K - $48.5K
|
9.17K
$562K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$54.3 - $63
|
2.15K
$132K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
636+ 11.3% |
$34.5K - $40.1K
|
6.27K
$384K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-25.2K- 33.31% |
$1.37M - $1.59M
|
50.5K
$3.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.09% |
$597 - $693
|
12.5K
$768K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
6.28KNew |
$341K - $396K
|
6.28K
$385K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.06% |
$109 - $126
|
3.63K
$222K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.59K- 12.67% |
$86.2K - $100K
|
11K
$672K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.5K- 62.21% |
$81.4K - $94.5K
|
911
$55.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
946+ 6.69% |
$51.3K - $59.6K
|
15.1K
$925K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-210- 4.53% |
$11.4K - $13.2K
|
4.43K
$271K
|
|
|
Jul 28, 2025
Q2 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
21+ 0.09% |
$1.14K - $1.32K
|
22.7K
$1.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6- 0.05% |
$326 - $378
|
12.1K
$742K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.34K- 4.95% |
$290K - $336K
|
102K
$6.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3.26KNew |
$177K - $206K
|
3.26K
$200K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-63- 0.25% |
$3.42K - $3.97K
|
25K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.92K- 6.3% |
$104K - $121K
|
28.6K
$1.75M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.41K+ 5.4% |
$76.5K - $88.8K
|
27.5K
$1.69M
|