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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-206- 1.23% |
$11.8K - $12.6K
|
16.5K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-208- 0.92% |
$11.9K - $12.7K
|
22.4K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-216- 2.38% |
$12.4K - $13.2K
|
8.86K
$562K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-222- 53.62% |
$12.7K - $13.6K
|
192
$12.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-225- 4.16% |
$12.9K - $13.7K
|
5.18K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-227- 10.53% |
$13K - $13.9K
|
1.93K
$122K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-233- 2.01% |
$13.4K - $14.2K
|
11.4K
$721K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-239- 45.18% |
$13.7K - $14.6K
|
290
$18.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-244- 2.84% |
$14K - $14.9K
|
8.36K
$530K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-244- 0.72% |
$14K - $14.9K
|
33.7K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-244- 1.77% |
$14K - $14.9K
|
13.6K
$860K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-250- 3.45% |
$14.3K - $15.3K
|
6.99K
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-274- 7.31% |
$15.7K - $16.7K
|
3.47K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-278- 0.94% |
$16K - $17K
|
29.3K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-279- 3.69% |
$16K - $17K
|
7.28K
$462K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-287- 0.62% |
$16.5K - $17.5K
|
46.3K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-301- 66.74% |
$17.3K - $18.4K
|
150
$9.52K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-305- 0.51% |
$17.5K - $18.6K
|
59.4K
$3.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-309- 5.21% |
$17.7K - $18.9K
|
5.62K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-320- 3.55% |
$18.4K - $19.6K
|
8.7K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-321- 1.03% |
$18.4K - $19.6K
|
30.7K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-327- 5.9% |
$18.8K - $20K
|
5.22K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-351- 3.97% |
$20.1K - $21.4K
|
8.48K
$538K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-369- 0.47% |
$21.2K - $22.5K
|
78.4K
$4.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-382- 3.79% |
$21.9K - $23.3K
|
9.69K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-389- 51.05% |
$22.3K - $23.8K
|
373
$23.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-389- 9.34% |
$22.3K - $23.8K
|
3.78K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-397- 2.01% |
$22.8K - $24.3K
|
19.4K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-397- 1.58% |
$22.8K - $24.3K
|
24.7K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-399- 9.24% |
$22.9K - $24.4K
|
3.92K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-400- 52.63% |
$23K - $24.4K
|
360
$22.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-401- 6.96% |
$23K - $24.5K
|
5.36K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-415- 4.61% |
$23.8K - $25.4K
|
8.59K
$545K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-459- 1.11% |
$26.3K - $28K
|
41K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-460- 2.13% |
$26.4K - $28.1K
|
21.2K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-470- 0.97% |
$27K - $28.7K
|
47.8K
$3.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-475- 2.76% |
$27.3K - $29K
|
16.7K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-484- 8.21% |
$27.8K - $29.6K
|
5.41K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-492- 1.88% |
$28.2K - $30.1K
|
25.6K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-505- 0.53% |
$29K - $30.9K
|
95.4K
$6.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-507- 1.12% |
$29.1K - $31K
|
44.8K
$2.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-524- 2.14% |
$30.1K - $32K
|
24K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-525- 3.4% |
$30.1K - $32.1K
|
14.9K
$947K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-546- 2.72% |
$31.3K - $33.4K
|
19.6K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-548- 8.8% |
$31.4K - $33.5K
|
5.68K
$361K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-552- 11.41% |
$31.7K - $33.7K
|
4.29K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-556- 1.16% |
$31.9K - $34K
|
47.5K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-594- 36.78% |
$34.1K - $36.3K
|
1.02K
$64.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-602- 6.39% |
$34.5K - $36.8K
|
8.82K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-612- 6.85% |
$35.1K - $37.4K
|
8.33K
$528K
|