Purchases and Sales Made in Q4 2025 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 2025. 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, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
94.5KNew |
$5.56M - $5.97M
|
94.5K
$5.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.2K+ 394.08% |
$1.01M - $1.08M
|
21.5K
$1.34M
|
|
|
Jan 21, 2026
Q4 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
13.7KNew |
$806K - $865K
|
13.7K
$854K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.63K+ 28.84% |
$390K - $419K
|
29.6K
$1.84M
|
|
|
Jan 23, 2026
Q4 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.66K+ 19.39% |
$274K - $294K
|
28.7K
$1.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.44KNew |
$202K - $217K
|
3.44K
$214K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.27KNew |
$192K - $206K
|
3.27K
$204K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.79K+ 2.8% |
$105K - $113K
|
65.4K
$4.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.39K+ 0.48% |
$81.7K - $87.7K
|
293K
$18.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 14.77% |
$76.8K - $82.4K
|
10.1K
$632K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 6.23% |
$68.8K - $73.9K
|
20K
$1.24M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.14K+ 21.89% |
$66.9K - $71.8K
|
6.33K
$394K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
906New |
$53.3K - $57.2K
|
906
$56.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
459New |
$27K - $29K
|
459
$28.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
395+ 1.77% |
$23.2K - $25K
|
22.7K
$1.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
376+ 1.77% |
$22.1K - $23.8K
|
21.6K
$1.35M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
344+ 43.32% |
$20.2K - $21.7K
|
1.14K
$70.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
308+ 2.91% |
$18.1K - $19.5K
|
10.9K
$679K
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
274+ 2.78% |
$16.1K - $17.3K
|
10.1K
$631K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
224+ 2.83% |
$13.2K - $14.2K
|
8.14K
$507K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
175+ 1.37% |
$10.3K - $11.1K
|
12.9K
$805K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
170+ 89.47% |
$10K - $10.7K
|
360
$22.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
150+ 1.03% |
$8.82K - $9.48K
|
14.7K
$918K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
132+ 5.06% |
$7.77K - $8.34K
|
2.74K
$171K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
126New |
$7.41K - $7.96K
|
126
$7.85K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
105+ 12.32% |
$6.18K - $6.63K
|
957
$59.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
75+ 0.63% |
$4.41K - $4.74K
|
11.9K
$741K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26+ 0.55% |
$1.53K - $1.64K
|
4.72K
$294K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
25+ 0.02% |
$1.47K - $1.58K
|
118K
$7.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 0.08% |
$529 - $569
|
11.8K
$733K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.1% |
$471 - $505
|
7.91K
$493K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 1.46% |
$353 - $379
|
416
$25.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.09% |
$176 - $190
|
3.52K
$220K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.05% |
$118 - $126
|
3.95K
$246K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
2+ 3.33% |
$118 - $126
|
62
$3.86K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1+ 0.01% |
$58.8 - $63.2
|
12.2K
$758K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.01% |
$58.8 - $63.2
|
9.2K
$573K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8- 1.16% |
$471 - $505
|
684
$42.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-31- 1.47% |
$1.82K - $1.96K
|
2.08K
$130K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-42- 1.22% |
$2.47K - $2.65K
|
3.4K
$212K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
SELL
|
- |
-50- 6.41% |
$2.94K - $3.16K
|
730
$45.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-54- 7.67% |
$3.18K - $3.41K
|
650
$40.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-95- 0.59% |
$5.59K - $6K
|
16K
$998K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-124- 2.14% |
$7.29K - $7.83K
|
5.68K
$354K
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-139- 1.01% |
$8.18K - $8.78K
|
13.6K
$847K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-145- 0.52% |
$8.53K - $9.16K
|
27.5K
$1.71M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-171- 3.98% |
$10.1K - $10.8K
|
4.13K
$257K
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-187- 0.79% |
$11K - $11.8K
|
23.5K
$1.46M
|
|
|
Jan 21, 2026
Q4 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-242- 1.3% |
$14.2K - $15.3K
|
18.3K
$1.14M
|
|