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 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-126- 2.8% |
$7.23K - $7.7K
|
4.37K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-126- 0.84% |
$7.23K - $7.7K
|
14.9K
$929K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-138- 12.99% |
$7.92K - $8.43K
|
924
$57.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-139- 52.65% |
$7.98K - $8.49K
|
125
$7.81K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-155- 3.14% |
$8.89K - $9.47K
|
4.78K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-158- 0.16% |
$9.07K - $9.66K
|
98.5K
$6.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-164- 1.75% |
$9.41K - $10K
|
9.23K
$577K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-168- 2.61% |
$9.64K - $10.3K
|
6.27K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-172- 0.6% |
$9.87K - $10.5K
|
28.3K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-180- 0.68% |
$10.3K - $11K
|
26.5K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-194- 2.74% |
$11.1K - $11.9K
|
6.88K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-206- 1.23% |
$11.8K - $12.6K
|
16.5K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-208- 0.92% |
$11.9K - $12.7K
|
22.4K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-216- 2.38% |
$12.4K - $13.2K
|
8.86K
$554K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-222- 53.62% |
$12.7K - $13.6K
|
192
$12K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-225- 4.16% |
$12.9K - $13.7K
|
5.18K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-227- 10.53% |
$13K - $13.9K
|
1.93K
$121K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-233- 2.01% |
$13.4K - $14.2K
|
11.4K
$710K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-239- 45.18% |
$13.7K - $14.6K
|
290
$18.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-244- 0.72% |
$14K - $14.9K
|
33.7K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-244- 1.77% |
$14K - $14.9K
|
13.6K
$847K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-244- 2.84% |
$14K - $14.9K
|
8.36K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-250- 3.45% |
$14.3K - $15.3K
|
6.99K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-274- 7.31% |
$15.7K - $16.7K
|
3.47K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-278- 0.94% |
$16K - $17K
|
29.3K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-279- 3.69% |
$16K - $17K
|
7.28K
$455K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-287- 0.62% |
$16.5K - $17.5K
|
46.3K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-301- 66.74% |
$17.3K - $18.4K
|
150
$9.37K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-305- 0.51% |
$17.5K - $18.6K
|
59.4K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-309- 5.21% |
$17.7K - $18.9K
|
5.62K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-320- 3.55% |
$18.4K - $19.6K
|
8.7K
$543K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-321- 1.03% |
$18.4K - $19.6K
|
30.7K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-327- 5.9% |
$18.8K - $20K
|
5.22K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-351- 3.97% |
$20.1K - $21.4K
|
8.48K
$530K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-369- 0.47% |
$21.2K - $22.5K
|
78.4K
$4.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-382- 3.79% |
$21.9K - $23.3K
|
9.69K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-389- 51.05% |
$22.3K - $23.8K
|
373
$23.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-389- 9.34% |
$22.3K - $23.8K
|
3.78K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-397- 1.58% |
$22.8K - $24.3K
|
24.7K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-397- 2.01% |
$22.8K - $24.3K
|
19.4K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-399- 9.24% |
$22.9K - $24.4K
|
3.92K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-400- 52.63% |
$23K - $24.4K
|
360
$22.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-401- 6.96% |
$23K - $24.5K
|
5.36K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-415- 4.61% |
$23.8K - $25.4K
|
8.59K
$537K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-459- 1.11% |
$26.3K - $28K
|
41K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-460- 2.13% |
$26.4K - $28.1K
|
21.2K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-470- 0.97% |
$27K - $28.7K
|
47.8K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-475- 2.76% |
$27.3K - $29K
|
16.7K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-484- 8.21% |
$27.8K - $29.6K
|
5.41K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-492- 1.88% |
$28.2K - $30.1K
|
25.6K
$1.6M
|