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 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-963- 6.31% |
$56.2K - $62.7K
|
14.3K
$894K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-964- 5.63% |
$56.2K - $62.7K
|
16.2K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1K- 8.13% |
$58.3K - $65.1K
|
11.3K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-1.05K- 6.46% |
$61.2K - $68.3K
|
15.2K
$950K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.07K- 4.97% |
$62.3K - $69.6K
|
20.4K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 8.48% |
$62.9K - $70.2K
|
11.6K
$727K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.08K- 14.41% |
$63K - $70.3K
|
6.42K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.09K- 20.17% |
$63.7K - $71.1K
|
4.32K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.14K- 5.75% |
$66.6K - $74.3K
|
18.7K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-1.19K- 1.64% |
$69.5K - $77.6K
|
71.6K
$4.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.21K- 11.94% |
$70.5K - $78.6K
|
8.91K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.25K- 14.99% |
$72.8K - $81.2K
|
7.08K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.25K- 0.99% |
$73.1K - $81.6K
|
126K
$7.84M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.34K- 18.33% |
$78.1K - $87.2K
|
5.96K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.42K- 3.12% |
$82.5K - $92.1K
|
43.9K
$2.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.43K- 14.98% |
$83.2K - $92.8K
|
8.09K
$506K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.49K- 31.8% |
$86.9K - $97K
|
3.2K
$200K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.49K- 5.25% |
$87.1K - $97.2K
|
27K
$1.69M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.54K- 20.52% |
$89.9K - $100K
|
5.97K
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.59K- 10.11% |
$92.8K - $104K
|
14.1K
$884K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.68K- 7.89% |
$98.2K - $110K
|
19.7K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.71K- 12.06% |
$99.6K - $111K
|
12.5K
$778K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.73K- 12.01% |
$101K - $113K
|
12.7K
$793K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.74K- 34.96% |
$101K - $113K
|
3.23K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.74K- 23.63% |
$102K - $113K
|
5.63K
$352K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.75K- 1.28% |
$102K - $114K
|
135K
$8.41M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-1.76K- 7.34% |
$103K - $115K
|
22.2K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.77K- 9.06% |
$103K - $115K
|
17.8K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.82K- 12.67% |
$106K - $118K
|
12.5K
$784K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.89K- 28.59% |
$110K - $123K
|
4.72K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.93K- 4.16% |
$112K - $125K
|
44.4K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.01K- 3.26% |
$117K - $131K
|
59.7K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.07K- 9.13% |
$121K - $135K
|
20.6K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.1K- 3.11% |
$123K - $137K
|
65.7K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.1K- 5.63% |
$123K - $137K
|
35.2K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.13K- 7.63% |
$124K - $138K
|
25.8K
$1.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.28K- 13.52% |
$133K - $148K
|
14.6K
$911K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.29K- 18.76% |
$134K - $149K
|
9.92K
$620K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.35K- 6.46% |
$137K - $153K
|
34.1K
$2.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.37K- 8.37% |
$138K - $154K
|
25.9K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.42K- 7.15% |
$141K - $157K
|
31.4K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.43K- 5.42% |
$142K - $158K
|
42.3K
$2.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.44K- 2.28% |
$142K - $159K
|
104K
$6.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.5K- 20.83% |
$146K - $163K
|
9.52K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 6.67% |
$146K - $163K
|
35K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.54K- 22.14% |
$148K - $165K
|
8.94K
$559K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.57K- 3.28% |
$150K - $167K
|
75.7K
$4.73M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.61K- 3.33% |
$152K - $170K
|
75.7K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.75K- 7.78% |
$160K - $179K
|
32.5K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.78K- 14.67% |
$162K - $181K
|
16.2K
$1.01M
|