Purchases and Sales Made in Q1 2025 in Ishares Tr Dow Jones Us Medica (IHI)
This table provides information about the institutional ownership of Ishares Tr Dow Jones Us Medica (IHI) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR DOW JONES US MEDICA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.06KNew |
$412K - $459K
|
7.06K
$441K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.77KNew |
$395K - $441K
|
6.77K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.65K+ 20.05% |
$388K - $433K
|
39.8K
$2.49M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.46KNew |
$377K - $421K
|
6.46K
$404K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.26K+ 6.14% |
$365K - $408K
|
108K
$6.76M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
6.07KNew |
$354K - $395K
|
6.07K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.97KNew |
$348K - $388K
|
5.97K
$373K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
5.49KNew |
$320K - $357K
|
5.49K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.48K+ 9.94% |
$320K - $357K
|
60.6K
$3.79M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
5.46KNew |
$318K - $355K
|
5.46K
$341K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.39K+ 17.21% |
$314K - $351K
|
36.7K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.83K+ 84.95% |
$281K - $314K
|
10.5K
$657K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.82KNew |
$281K - $313K
|
4.82K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.71K+ 34.65% |
$274K - $306K
|
18.3K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.69K+ 0.63% |
$273K - $305K
|
753K
$47M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4.39K+ 5.94% |
$256K - $286K
|
78.3K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.31K+ 1.67% |
$251K - $280K
|
262K
$16.4M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.2K+ 14.34% |
$245K - $273K
|
33.5K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.2K+ 34.36% |
$245K - $273K
|
16.4K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.08K+ 5.4% |
$238K - $265K
|
79.6K
$4.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.06K+ 40.45% |
$237K - $264K
|
14.1K
$881K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
4KNew |
$233K - $260K
|
4K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.9K+ 650.0% |
$227K - $254K
|
4.5K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.85KNew |
$225K - $251K
|
3.85K
$241K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.5KNew |
$204K - $228K
|
3.5K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.46KNew |
$202K - $225K
|
3.46K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.4KNew |
$198K - $221K
|
3.4K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
3.34KNew |
$195K - $218K
|
3.34K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.06K+ 65.45% |
$178K - $199K
|
7.73K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.84K+ 2.82% |
$166K - $185K
|
104K
$6.48M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.79K+ 1.7% |
$163K - $182K
|
167K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.33K+ 9.89% |
$136K - $152K
|
25.9K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.28K+ 11.75% |
$133K - $148K
|
21.6K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.15K+ 17.35% |
$125K - $140K
|
14.5K
$908K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 15.62% |
$119K - $133K
|
15.1K
$942K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2K+ 20.3% |
$117K - $130K
|
11.9K
$742K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.92K+ 17.18% |
$112K - $125K
|
13.1K
$820K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.85K+ 3.56% |
$108K - $120K
|
53.8K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.79K+ 8.45% |
$105K - $117K
|
23K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.73K+ 20.75% |
$101K - $113K
|
10.1K
$630K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.71K+ 22.4% |
$99.7K - $111K
|
9.35K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.69K+ 1.11% |
$98.4K - $110K
|
153K
$9.56M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.69K+ 5.85% |
$98.3K - $110K
|
30.5K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.61K+ 614.94% |
$93.6K - $104K
|
1.87K
$117K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.47K+ 5.23% |
$85.4K - $95.4K
|
29.5K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.45K+ 11.36% |
$84.4K - $94.2K
|
14.2K
$886K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.44K+ 5.0% |
$83.9K - $93.7K
|
30.2K
$1.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.4K+ 96.55% |
$81.6K - $91.1K
|
2.85K
$178K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.4K+ 13.07% |
$81.6K - $91.1K
|
12.1K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.3K+ 1.02% |
$75.6K - $84.4K
|
129K
$8.05M
|