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 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
180New |
$10.5K - $11.7K
|
180
$11.2K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
169New |
$9.86K - $11K
|
169
$10.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
166+ 0.74% |
$9.68K - $10.8K
|
22.5K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
163+ 14.29% |
$9.51K - $10.6K
|
1.3K
$81.5K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
161+ 1.76% |
$9.39K - $10.5K
|
9.31K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
155+ 0.93% |
$9.04K - $10.1K
|
16.9K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
144+ 1.16% |
$8.4K - $9.37K
|
12.6K
$788K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
114New |
$6.65K - $7.42K
|
114
$7.12K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
109+ 1816.67% |
$6.36K - $7.09K
|
115
$7.19K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
108+ 1.72% |
$6.3K - $7.03K
|
6.38K
$398K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
97+ 2.9% |
$5.66K - $6.31K
|
3.45K
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
93+ 1.29% |
$5.42K - $6.05K
|
7.28K
$455K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
90New |
$5.25K - $5.86K
|
90
$5.62K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
83+ 6.4% |
$4.84K - $5.4K
|
1.38K
$86.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
81+ 0.65% |
$4.72K - $5.27K
|
12.5K
$782K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
70+ 0.42% |
$4.08K - $4.56K
|
16.6K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
68+ 88.31% |
$3.97K - $4.43K
|
145
$9.06K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
67+ 1.54% |
$3.91K - $4.36K
|
4.42K
$276K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
55+ 4.01% |
$3.21K - $3.58K
|
1.43K
$89.2K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
47+ 0.51% |
$2.74K - $3.06K
|
9.28K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
45+ 4.16% |
$2.62K - $2.93K
|
1.13K
$70.4K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
44+ 0.11% |
$2.57K - $2.86K
|
39.9K
$2.49M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
43+ 1.22% |
$2.51K - $2.8K
|
3.56K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
35New |
$2.04K - $2.28K
|
35
$2.19K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
30+ 0.12% |
$1.75K - $1.95K
|
25.1K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
22+ 0.26% |
$1.28K - $1.43K
|
8.38K
$524K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
15New |
$875 - $976
|
15
$937
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14+ 0.03% |
$816 - $911
|
41.3K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.06% |
$700 - $781
|
21.6K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9+ 0.18% |
$525 - $586
|
4.95K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
7+ 0.05% |
$408 - $456
|
15.2K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
5+ 0.05% |
$292 - $325
|
9.3K
$581K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
4+ 0.05% |
$233 - $260
|
8.48K
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4+ 0.02% |
$233 - $260
|
22.4K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4+ 0.58% |
$233 - $260
|
692
$43.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.02% |
$175 - $195
|
18.6K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$175 - $195
|
3.74K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3+ 0.04% |
$175 - $195
|
7.41K
$463K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.1% |
$117 - $130
|
1.93K
$121K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2+ 0.02% |
$117 - $130
|
9.22K
$576K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$117 - $130
|
3.51K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1New |
$58.3 - $65.1
|
1
$62.5
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.65% |
$58.3 - $65.1
|
154
$9.62K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$58.3 - $65.1
|
11.9K
$742K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.06% |
$58.3 - $65.1
|
1.69K
$106K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1+ 0.03% |
$58.3 - $65.1
|
3.62K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$58.3 - $65.1
|
151
$9.44K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.03% |
$58.3 - $65.1
|
3.3K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$58.3 - $65.1
|
11.6K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.02% |
$58.3 - $65.1
|
5.3K
$331K
|