Latest Institutional Purchases of Ishares Tr Dow Jones Us Medica (IHI)
This list provides information on the latest institutional transactions involving Ishares Tr Dow Jones Us Medica (IHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
608+ 3.12% |
$35.5K - $39.6K
|
20.1K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
600New |
$35K - $39.1K
|
600
$36.8K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
600+ 3.9% |
$35K - $39.1K
|
16K
$981K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
570New |
$33.2K - $37.1K
|
570
$35K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
560+ 12.64% |
$32.7K - $36.5K
|
4.99K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
450New |
$26.2K - $29.3K
|
450
$27.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
426New |
$24.8K - $27.7K
|
426
$26.1K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
412+ 10.81% |
$24K - $26.8K
|
4.23K
$259K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
386+ 11.11% |
$22.5K - $25.1K
|
3.86K
$237K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
362New |
$21.1K - $23.6K
|
362
$22.2K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
355+ 9.08% |
$20.7K - $23.1K
|
4.26K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
320+ 96.97% |
$18.7K - $20.8K
|
650
$39.9K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
315+ 3.66% |
$18.4K - $20.5K
|
8.93K
$547K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
315New |
$18.4K - $20.5K
|
315
$19.3K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
295New |
$17.2K - $19.2K
|
295
$18.1K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
275+ 0.26% |
$16K - $17.9K
|
107K
$6.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
210+ 2.75% |
$12.2K - $13.7K
|
7.86K
$482K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
185New |
$10.8K - $12K
|
185
$11.3K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
180New |
$10.5K - $11.7K
|
180
$11K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
114New |
$6.65K - $7.42K
|
114
$6.99K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
108+ 1.72% |
$6.3K - $7.03K
|
6.38K
$391K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
90New |
$5.25K - $5.86K
|
90
$5.52K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
83+ 6.4% |
$4.84K - $5.4K
|
1.38K
$84.6K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
70+ 0.42% |
$4.08K - $4.56K
|
16.6K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
47+ 0.51% |
$2.74K - $3.06K
|
9.28K
$569K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
15New |
$875 - $976
|
15
$920
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.06% |
$700 - $781
|
21.6K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9+ 0.18% |
$525 - $586
|
4.95K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4+ 0.58% |
$233 - $260
|
692
$42.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4+ 0.02% |
$233 - $260
|
22.4K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.65% |
$58.3 - $65.1
|
154
$9.44K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1New |
$58.3 - $65.1
|
1
$61.3
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$58.3 - $65.1
|
11.6K
$712K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$58.3 - $65.1
|
151
$9.26K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
102KNew |
$5.88M - $6.26M
|
102K
$6.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
68.9KNew |
$3.96M - $4.21M
|
68.9K
$4.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
40.3KNew |
$2.31M - $2.46M
|
40.3K
$2.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
15.4KNew |
$883K - $940K
|
15.4K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
13.6KNew |
$782K - $833K
|
13.6K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
12.2KNew |
$698K - $743K
|
12.2K
$746K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10KNew |
$575K - $612K
|
10K
$614K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
6.14K+ 14.33% |
$353K - $375K
|
49K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.55K+ 43.13% |
$318K - $339K
|
18.4K
$1.13M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.9K+ 15.01% |
$281K - $299K
|
37.5K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.88KNew |
$280K - $298K
|
4.88K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$257K - $274K
|
4.48K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
4.4K+ 17.86% |
$252K - $269K
|
29K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.28KNew |
$246K - $261K
|
4.28K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.48KNew |
$200K - $213K
|
3.48K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.46KNew |
$198K - $211K
|
3.46K
$212K
|
|