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 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.22K+ 0.93% |
$71.1K - $79.3K
|
133K
$8.31M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.22K+ 234.75% |
$70.9K - $79.1K
|
1.73K
$108K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
1.19K+ 91.86% |
$69.1K - $77.1K
|
2.48K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.18K+ 18.86% |
$68.6K - $76.6K
|
7.42K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.17K+ 22.49% |
$67.9K - $75.8K
|
6.35K
$397K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.08K+ 1.89% |
$62.7K - $70K
|
57.9K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$58.3K - $65.1K
|
1K
$62.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
989New |
$57.7K - $64.4K
|
989
$61.8K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
972+ 3.12% |
$56.7K - $63.3K
|
32.2K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
940+ 100.0% |
$54.8K - $61.2K
|
1.88K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
899+ 21.38% |
$52.4K - $58.5K
|
5.1K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
865+ 1.14% |
$50.4K - $56.3K
|
76.4K
$4.78M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
805+ 2.31% |
$46.9K - $52.4K
|
35.7K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
700+ 41.18% |
$40.8K - $45.6K
|
2.4K
$150K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
684+ 10.1% |
$39.9K - $44.5K
|
7.46K
$466K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
663+ 0.67% |
$38.7K - $43.2K
|
99.1K
$6.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
645+ 0.7% |
$37.6K - $42K
|
92.7K
$5.79M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
628+ 13.94% |
$36.6K - $40.9K
|
5.13K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
622+ 15.53% |
$36.3K - $40.5K
|
4.63K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
621+ 1.53% |
$36.2K - $40.4K
|
41.2K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
608+ 3.12% |
$35.5K - $39.6K
|
20.1K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
600+ 3.09% |
$35K - $39.1K
|
20K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
600New |
$35K - $39.1K
|
600
$37.5K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
600+ 3.9% |
$35K - $39.1K
|
16K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
570New |
$33.2K - $37.1K
|
570
$35.6K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
560+ 12.64% |
$32.7K - $36.5K
|
4.99K
$312K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
532+ 1.82% |
$31K - $34.6K
|
29.8K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
511+ 2.0% |
$29.8K - $33.3K
|
26.1K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
450New |
$26.2K - $29.3K
|
450
$28.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
426New |
$24.8K - $27.7K
|
426
$26.6K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
412+ 10.81% |
$24K - $26.8K
|
4.23K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
403+ 1.01% |
$23.5K - $26.2K
|
40.4K
$2.53M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
386+ 11.11% |
$22.5K - $25.1K
|
3.86K
$241K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
362New |
$21.1K - $23.6K
|
362
$22.6K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
355+ 9.08% |
$20.7K - $23.1K
|
4.26K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
327+ 2.73% |
$19.1K - $21.3K
|
12.3K
$770K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
323+ 1.84% |
$18.8K - $21K
|
17.9K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
320+ 96.97% |
$18.7K - $20.8K
|
650
$40.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
315New |
$18.4K - $20.5K
|
315
$19.7K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
315+ 3.66% |
$18.4K - $20.5K
|
8.93K
$558K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
301+ 2.76% |
$17.6K - $19.6K
|
11.2K
$700K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
295New |
$17.2K - $19.2K
|
295
$18.4K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
275+ 0.26% |
$16K - $17.9K
|
107K
$6.67M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
257+ 36.15% |
$15K - $16.7K
|
968
$60.5K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
236+ 6.2% |
$13.8K - $15.4K
|
4.04K
$253K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
218+ 34.44% |
$12.7K - $14.2K
|
851
$53.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
210+ 2.75% |
$12.2K - $13.7K
|
7.86K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
185+ 2.09% |
$10.8K - $12K
|
9.05K
$565K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
185New |
$10.8K - $12K
|
185
$11.6K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
182+ 2.22% |
$10.6K - $11.8K
|
8.4K
$525K
|