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 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.82K- 35.88% |
$164K - $183K
|
5.03K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.89K- 7.04% |
$168K - $188K
|
38.1K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.02K- 34.26% |
$176K - $197K
|
5.8K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-3.08K- 7.65% |
$180K - $200K
|
37.2K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.15K- 3.14% |
$184K - $205K
|
97.3K
$6.08M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.19K- 6.37% |
$186K - $208K
|
46.9K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.32K- 4.47% |
$194K - $216K
|
71K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.36K- 12.11% |
$196K - $219K
|
24.4K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.72K- 6.07% |
$217K - $242K
|
57.5K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.96KClosed |
$231K - $257K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.06K- 25.41% |
$237K - $265K
|
11.9K
$746K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.28K- 4.03% |
$249K - $278K
|
102K
$6.37M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.53K- 5.78% |
$264K - $295K
|
73.9K
$4.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-4.54K- 96.25% |
$265K - $296K
|
177
$11.1K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.66K- 7.72% |
$272K - $303K
|
55.6K
$3.48M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4.84K- 18.56% |
$282K - $315K
|
21.2K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.87K- 4.42% |
$284K - $317K
|
105K
$6.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-4.92K- 16.94% |
$287K - $321K
|
24.2K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.01K- 41.35% |
$292K - $326K
|
7.11K
$444K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-5.66K- 11.84% |
$330K - $368K
|
42.1K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.91K- 9.94% |
$345K - $385K
|
53.5K
$3.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.61K- 9.57% |
$386K - $430K
|
62.5K
$3.91M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-6.96KClosed |
$406K - $453K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-6.98K- 11.33% |
$407K - $454K
|
54.6K
$3.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-7.03K- 9.25% |
$410K - $457K
|
69K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.62K- 3.94% |
$444K - $496K
|
186K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.84K- 4.53% |
$457K - $511K
|
165K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-8.54K- 59.29% |
$498K - $556K
|
5.87K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-9.25K- 31.23% |
$539K - $602K
|
20.4K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.6K- 6.88% |
$560K - $625K
|
130K
$8.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-10.1K- 33.03% |
$588K - $656K
|
20.5K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10.3K- 10.76% |
$599K - $668K
|
85.1K
$5.32M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-10.4K- 8.61% |
$608K - $678K
|
111K
$6.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-10.9K- 15.36% |
$637K - $711K
|
60.2K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-11K- 16.7% |
$639K - $713K
|
54.6K
$3.41M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-11.1K- 99.38% |
$649K - $725K
|
70
$4.37K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-11.2K- 49.19% |
$650K - $726K
|
11.5K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.3K- 6.91% |
$658K - $734K
|
152K
$9.5M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-11.7K- 5.84% |
$683K - $762K
|
189K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.7K- 1.65% |
$683K - $762K
|
699K
$43.7M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.7K- 88.79% |
$740K - $826K
|
1.6K
$100K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-13.6K- 50.0% |
$795K - $887K
|
13.6K
$851K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14K- 53.05% |
$818K - $913K
|
12.4K
$776K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16K- 7.73% |
$932K - $1.04M
|
191K
$11.9M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.9K- 23.34% |
$985K - $1.1M
|
55.5K
$3.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.6K- 38.63% |
$1.14M - $1.27M
|
31.1K
$1.94M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-21.6K- 20.44% |
$1.26M - $1.4M
|
83.9K
$5.24M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-22.8K- 55.84% |
$1.33M - $1.48M
|
18K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-24.5K- 23.09% |
$1.43M - $1.6M
|
81.7K
$5.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-25.2K- 24.53% |
$1.47M - $1.64M
|
77.5K
$4.84M
|