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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-208- 3.09% |
$12.1K - $13.5K
|
6.52K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-223- 0.83% |
$13K - $14.5K
|
26.6K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-225- 3.98% |
$13.1K - $14.6K
|
5.43K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-234- 0.76% |
$13.6K - $15.2K
|
30.5K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-237- 2.55% |
$13.8K - $15.4K
|
9.07K
$567K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-246- 6.52% |
$14.3K - $16K
|
3.53K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-255- 2.09% |
$14.9K - $16.6K
|
12K
$748K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-265- 6.79% |
$15.5K - $17.2K
|
3.64K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-283- 7.99% |
$16.5K - $18.4K
|
3.26K
$204K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-288- 1.75% |
$16.8K - $18.7K
|
16.1K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-294- 4.66% |
$17.1K - $19.1K
|
6.02K
$376K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-300- 40.0% |
$17.5K - $19.5K
|
450
$28.1K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-310- 3.74% |
$18.1K - $20.2K
|
7.98K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-313- 7.98% |
$18.3K - $20.4K
|
3.61K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-316- 3.98% |
$18.4K - $20.6K
|
7.62K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-330- 4.96% |
$19.2K - $21.5K
|
6.32K
$395K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-337- 5.71% |
$19.7K - $21.9K
|
5.57K
$348K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-346- 6.08% |
$20.2K - $22.5K
|
5.35K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-355- 0.74% |
$20.7K - $23.1K
|
47.4K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-367- 5.96% |
$21.4K - $23.9K
|
5.79K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-376- 6.59% |
$21.9K - $24.5K
|
5.33K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-390- 7.14% |
$22.7K - $25.4K
|
5.07K
$317K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-423- 10.08% |
$24.7K - $27.5K
|
3.78K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-480- 1.41% |
$28K - $31.2K
|
33.5K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-483- 0.94% |
$28.2K - $31.4K
|
51.1K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-483- 9.01% |
$28.2K - $31.4K
|
4.88K
$305K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-489- 11.37% |
$28.5K - $31.8K
|
3.81K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-490- 5.49% |
$28.6K - $31.9K
|
8.44K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-491- 32.82% |
$28.6K - $32K
|
1.01K
$62.8K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-498- 1.08% |
$29K - $32.4K
|
45.5K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-503- 8.68% |
$29.3K - $32.7K
|
5.29K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-542- 12.02% |
$31.6K - $35.3K
|
3.97K
$248K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-553- 7.0% |
$32.3K - $36K
|
7.34K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-559- 8.12% |
$32.6K - $36.4K
|
6.32K
$395K
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-600- 12.5% |
$35K - $39.1K
|
4.2K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-600- 14.99% |
$35K - $39.1K
|
3.4K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-628- 32.02% |
$36.6K - $40.9K
|
1.33K
$83.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-651- 11.95% |
$38K - $42.4K
|
4.8K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-679- 21.97% |
$39.6K - $44.2K
|
2.41K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-703- 1.03% |
$41K - $45.8K
|
67.4K
$4.21M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-706- 2.09% |
$41.2K - $46K
|
33K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-794- 56.55% |
$46.3K - $51.7K
|
610
$38.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-810- 15.83% |
$47.2K - $52.7K
|
4.31K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-830- 11.42% |
$48.4K - $54K
|
6.44K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-874- 1.56% |
$51K - $56.9K
|
55.1K
$3.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-883- 9.11% |
$51.5K - $57.5K
|
8.81K
$551K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-886- 7.38% |
$51.7K - $57.7K
|
11.1K
$695K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-925- 1.47% |
$53.9K - $60.2K
|
61.8K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-940- 50.0% |
$54.8K - $61.2K
|
940
$58.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-942- 1.18% |
$54.9K - $61.3K
|
78.8K
$4.92M
|