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 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.5K- 7.22% |
$774K - $824K
|
173K
$11M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.4K- 12.26% |
$824K - $877K
|
103K
$6.52M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.9K- 28.27% |
$969K - $1.03M
|
42.8K
$2.72M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.9K- 9.88% |
$1.03M - $1.09M
|
163K
$10.4M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.2K- 5.26% |
$1.04M - $1.11M
|
328K
$20.8M
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-19K- 6.84% |
$1.09M - $1.16M
|
258K
$16.4M
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-19.3K- 48.73% |
$1.11M - $1.18M
|
20.3K
$1.29M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.8K- 99.92% |
$1.13M - $1.21M
|
15
$952
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.1K- 6.42% |
$1.27M - $1.35M
|
322K
$20.5M
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-24.3K- 18.75% |
$1.4M - $1.49M
|
105K
$6.69M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-26.2K- 75.27% |
$1.5M - $1.6M
|
8.61K
$546K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.9K- 35.83% |
$1.6M - $1.71M
|
50K
$3.18M
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-28.2K- 30.98% |
$1.62M - $1.72M
|
62.8K
$3.98M
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-34.2K- 67.46% |
$1.96M - $2.09M
|
16.5K
$1.05M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45K- 95.02% |
$2.58M - $2.75M
|
2.36K
$150K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-60.1K- 7.8% |
$3.45M - $3.67M
|
711K
$45.1M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-66.9K- 5.5% |
$3.84M - $4.09M
|
1.15M
$72.9M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.8K- 2.79% |
$4.7M - $5M
|
2.85M
$181M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-101K- 93.28% |
$5.82M - $6.19M
|
7.3K
$463K
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-104K- 82.23% |
$5.94M - $6.33M
|
22.4K
$1.42M
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-128K- 92.07% |
$7.33M - $7.81M
|
11K
$698K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-135K- 15.28% |
$7.74M - $8.24M
|
748K
$47.5M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-708K- 58.85% |
$40.6M - $43.2M
|
495K
$31.4M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-746K- 98.32% |
$42.8M - $45.6M
|
12.7K
$807K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-5.45M- 96.7% |
$312M - $333M
|
186K
$11.8M
|