Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
3+ 0.18% |
$172 - $183
|
1.69K
$107K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.06% |
$115 - $122
|
3.57K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.06% |
$115 - $122
|
3.3K
$209K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$115 - $122
|
5.7K
$362K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$57.4 - $61.1
|
11.6K
$737K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$57.4 - $61.1
|
2.15K
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.09% |
$57.4 - $61.1
|
1.14K
$72.4K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.03% |
$57.4 - $61.1
|
3.35K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.14% |
$57.4 - $61.1
|
711
$45.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.02% |
$57.4 - $61.1
|
4.67K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.07% |
$57.4 - $61.1
|
1.45K
$91.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 50.0% |
$172 - $183
|
3
$190
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 7.23% |
$344 - $367
|
77
$4.89K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 0.02% |
$689 - $733
|
55.5K
$3.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-20- 0.65% |
$1.15K - $1.22K
|
3.06K
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-24- 0.67% |
$1.38K - $1.47K
|
3.58K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-27- 41.54% |
$1.55K - $1.65K
|
38
$2.41K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28- 0.56% |
$1.61K - $1.71K
|
4.94K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-29- 0.81% |
$1.66K - $1.77K
|
3.55K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-30- 0.13% |
$1.72K - $1.83K
|
23.6K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-48- 8.65% |
$2.75K - $2.93K
|
507
$32.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-52- 0.69% |
$2.98K - $3.18K
|
7.5K
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-57- 0.07% |
$3.27K - $3.48K
|
78.3K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-64- 1.81% |
$3.67K - $3.91K
|
3.48K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-71- 4.66% |
$4.07K - $4.34K
|
1.45K
$92.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-75- 0.97% |
$4.3K - $4.58K
|
7.69K
$488K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-80- 8.7% |
$4.59K - $4.89K
|
840
$53.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-81- 1.19% |
$4.65K - $4.95K
|
6.73K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-83- 0.49% |
$4.76K - $5.07K
|
16.9K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-83- 1.2% |
$4.76K - $5.07K
|
6.84K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-85- 0.35% |
$4.88K - $5.19K
|
24.2K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-94- 0.75% |
$5.39K - $5.74K
|
12.4K
$789K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-98- 1.29% |
$5.62K - $5.99K
|
7.5K
$476K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-102- 2.01% |
$5.85K - $6.23K
|
4.97K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-105- 0.82% |
$6.02K - $6.42K
|
12.7K
$804K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-106- 1.54% |
$6.08K - $6.48K
|
6.77K
$430K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-111- 2.78% |
$6.37K - $6.78K
|
3.89K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-115- 1.37% |
$6.6K - $7.03K
|
8.29K
$526K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-126- 0.84% |
$7.23K - $7.7K
|
14.9K
$943K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-126- 2.8% |
$7.23K - $7.7K
|
4.37K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-138- 12.99% |
$7.92K - $8.43K
|
924
$58.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-139- 52.65% |
$7.98K - $8.49K
|
125
$7.93K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-155- 3.14% |
$8.89K - $9.47K
|
4.78K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-158- 0.16% |
$9.07K - $9.66K
|
98.5K
$6.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-164- 1.75% |
$9.41K - $10K
|
9.23K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-168- 2.61% |
$9.64K - $10.3K
|
6.27K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-172- 0.6% |
$9.87K - $10.5K
|
28.3K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-180- 0.68% |
$10.3K - $11K
|
26.5K
$1.68M
|