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 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.6K- 12.18% |
$86.7K - $101K
|
11.5K
$706K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29K- 55.65% |
$1.57M - $1.83M
|
23.1K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-455- 7.2% |
$24.7K - $28.7K
|
5.87K
$360K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.32K+ 3.07% |
$180K - $209K
|
112K
$6.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
58+ 1.8% |
$3.15K - $3.65K
|
3.29K
$202K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 16.29% |
$165K - $192K
|
21.8K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.53K- 30.66% |
$300K - $348K
|
12.5K
$767K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-36- 0.57% |
$1.95K - $2.27K
|
6.28K
$385K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
118+ 0.44% |
$6.4K - $7.44K
|
27.1K
$1.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-582- 1.09% |
$31.6K - $36.7K
|
52.9K
$3.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9+ 0.24% |
$488 - $567
|
3.78K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
960New |
$52.1K - $60.5K
|
960
$58.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
650+ 8.76% |
$35.3K - $41K
|
8.07K
$495K
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-238- 0.52% |
$12.9K - $15K
|
45.3K
$2.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.5K+ 26.27% |
$136K - $158K
|
12K
$737K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.25K- 8.58% |
$67.8K - $78.8K
|
13.3K
$817K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
428+ 9.25% |
$23.2K - $27K
|
5.06K
$310K
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4.31KNew |
$234K - $271K
|
4.31K
$264K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.67K- 7.83% |
$145K - $168K
|
31.4K
$1.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.99K- 14.6% |
$162K - $188K
|
17.5K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-3.47K- 22.83% |
$188K - $219K
|
11.7K
$719K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.61K- 14.03% |
$196K - $228K
|
22.1K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.39KNew |
$292K - $339K
|
5.39K
$330K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.67K- 29.42% |
$199K - $231K
|
8.8K
$540K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-180- 2.13% |
$9.77K - $11.3K
|
8.26K
$507K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$163 - $189
|
5.19K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-560- 6.17% |
$30.4K - $35.3K
|
8.51K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-203- 4.0% |
$11K - $12.8K
|
4.87K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
225New |
$12.2K - $14.2K
|
225
$13.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2+ 0.07% |
$109 - $126
|
2.7K
$165K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.9K- 2.77% |
$157K - $182K
|
102K
$6.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-879- 2.8% |
$47.7K - $55.4K
|
30.5K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-275- 11.11% |
$14.9K - $17.3K
|
2.2K
$135K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.26K- 8.08% |
$340K - $395K
|
71.2K
$4.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-293- 0.98% |
$15.9K - $18.5K
|
29.5K
$1.81M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-109- 94.78% |
$5.92K - $6.87K
|
6
$368
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-12- 0.21% |
$651 - $756
|
5.66K
$347K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
SELL
|
- |
-598- 35.36% |
$32.5K - $37.7K
|
1.09K
$67K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-597- 2.43% |
$32.4K - $37.6K
|
24K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
45.3K+ 154.63% |
$2.46M - $2.85M
|
74.6K
$4.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 70.18% |
$109K - $126K
|
850
$52.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.12% |
$54.3 - $63
|
852
$52.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.14K- 2.61% |
$116K - $135K
|
79.6K
$4.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4.88K- 22.97% |
$265K - $307K
|
16.4K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$592K - $687K
|
10.9K
$669K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
712+ 0.68% |
$38.6K - $44.9K
|
106K
$6.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-229- 6.27% |
$12.4K - $14.4K
|
3.43K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
11.3K+ 12.78% |
$613K - $712K
|
99.7K
$6.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-142K- 97.31% |
$7.73M - $8.98M
|
3.93K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.06K- 4.08% |
$57.4K - $66.6K
|
24.9K
$1.52M
|