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 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.89K- 33.27% |
$108K - $115K
|
3.78K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-1.9K- 2.98% |
$109K - $116K
|
61.6K
$3.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.91K- 30.47% |
$109K - $116K
|
4.35K
$276K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.95K- 5.86% |
$112K - $119K
|
31.3K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.96K- 30.62% |
$112K - $119K
|
4.43K
$281K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.99K- 10.93% |
$114K - $122K
|
16.2K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.02K- 1.94% |
$116K - $123K
|
102K
$6.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.02K- 5.26% |
$116K - $124K
|
36.5K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.08K- 14.75% |
$119K - $127K
|
12K
$763K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.1K- 26.25% |
$120K - $128K
|
5.9K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.18K- 11.72% |
$125K - $133K
|
16.4K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.29K- 1.65% |
$131K - $140K
|
136K
$8.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.32K- 1.88% |
$133K - $142K
|
121K
$7.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.36K- 22.94% |
$136K - $144K
|
7.94K
$504K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.38K- 17.9% |
$136K - $145K
|
10.9K
$692K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.38K- 3.33% |
$136K - $145K
|
69.1K
$4.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.59K- 2.74% |
$148K - $158K
|
92K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.6K- 25.96% |
$149K - $159K
|
7.41K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-2.71K- 5.55% |
$155K - $165K
|
46K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.8K- 8.88% |
$161K - $171K
|
28.8K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3K- 24.36% |
$172K - $183K
|
9.31K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.04K- 9.79% |
$174K - $186K
|
28K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.1K- 1.58% |
$178K - $189K
|
193K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-3.13K- 7.21% |
$179K - $191K
|
40.2K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.19K- 2.44% |
$183K - $195K
|
127K
$8.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.25K- 17.11% |
$186K - $198K
|
15.7K
$998K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.25K- 13.28% |
$244K - $260K
|
27.7K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.42K- 3.99% |
$253K - $270K
|
106K
$6.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-4.75K- 24.8% |
$273K - $290K
|
14.4K
$915K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.83K- 7.26% |
$277K - $295K
|
61.7K
$3.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.03K- 6.71% |
$289K - $307K
|
69.9K
$4.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.07K- 7.65% |
$291K - $310K
|
61.2K
$3.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-5.18K- 14.89% |
$297K - $317K
|
29.6K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.25K- 4.96% |
$301K - $321K
|
100K
$6.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.99K- 32.62% |
$344K - $366K
|
12.4K
$785K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.24K- 13.49% |
$358K - $381K
|
40K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-6.29K- 7.89% |
$361K - $384K
|
73.3K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.81K- 7.88% |
$391K - $416K
|
79.7K
$5.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.26K- 20.66% |
$416K - $444K
|
27.9K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.34K- 4.63% |
$421K - $449K
|
151K
$9.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-7.59K- 13.7% |
$435K - $464K
|
47.8K
$3.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.97K- 54.36% |
$457K - $487K
|
6.69K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.13K- 19.37% |
$466K - $497K
|
33.8K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.17K- 21.1% |
$469K - $499K
|
30.5K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.79K- 60.86% |
$504K - $537K
|
5.65K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.26K- 7.76% |
$531K - $566K
|
110K
$6.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.37K- 12.09% |
$537K - $572K
|
68.1K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-10.3K- 20.07% |
$588K - $626K
|
40.8K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.8K- 12.49% |
$618K - $659K
|
75.5K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.4K- 8.15% |
$710K - $756K
|
140K
$8.86M
|