Latest Institutional Transactions on Ishares Tr Dow Jones Us Medica (IHI)
This table provides information on the latest institutional transactions involving Ishares Tr Dow Jones Us Medica (IHI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
38+ 0.32% |
$2.18K - $2.32K
|
12K
$767K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-48- 8.65% |
$2.75K - $2.93K
|
507
$32.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.36K+ 3.3% |
$136K - $144K
|
73.9K
$4.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.26K- 14.35% |
$72.4K - $77.1K
|
7.53K
$481K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
237New |
$13.6K - $14.5K
|
237
$15.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.31K- 0.86% |
$75.4K - $80.3K
|
151K
$9.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-279- 3.69% |
$16K - $17K
|
7.28K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.42K- 8.53% |
$81.7K - $87K
|
15.3K
$975K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
60.3KNew |
$3.46M - $3.68M
|
60.3K
$3.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
824New |
$47.3K - $50.4K
|
824
$52.6K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.96K- 30.62% |
$112K - $119K
|
4.43K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-548- 8.8% |
$31.4K - $33.5K
|
5.68K
$363K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.42K- 3.99% |
$253K - $270K
|
106K
$6.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-3.13K- 7.21% |
$179K - $191K
|
40.2K
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.9K+ 9.75% |
$281K - $299K
|
55.1K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-278- 0.94% |
$16K - $17K
|
29.3K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.2KNew |
$68.9K - $73.3K
|
1.2K
$76.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-83- 0.49% |
$4.76K - $5.07K
|
16.9K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-227- 10.53% |
$13K - $13.9K
|
1.93K
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-172- 0.6% |
$9.87K - $10.5K
|
28.3K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
691+ 13.61% |
$39.6K - $42.2K
|
5.77K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.48KNew |
$200K - $213K
|
3.48K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-138- 12.99% |
$7.92K - $8.43K
|
924
$59K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-369- 0.47% |
$21.2K - $22.5K
|
78.4K
$5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.01KNew |
$402K - $428K
|
7.01K
$447K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.8K- 99.92% |
$1.13M - $1.21M
|
15
$958
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.66K+ 68.77% |
$95.1K - $101K
|
4.07K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.62K+ 37.35% |
$93.2K - $99.2K
|
5.97K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-475- 2.76% |
$27.3K - $29K
|
16.7K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.83K- 7.26% |
$277K - $295K
|
61.7K
$3.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
101+ 1.77% |
$5.8K - $6.17K
|
5.8K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-7.59K- 13.7% |
$435K - $464K
|
47.8K
$3.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
818+ 17.62% |
$46.9K - $50K
|
5.46K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-389- 9.34% |
$22.3K - $23.8K
|
3.78K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-94- 0.75% |
$5.39K - $5.74K
|
12.4K
$795K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
47.7K+ 263.11% |
$2.74M - $2.91M
|
65.8K
$4.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
162+ 2.78% |
$9.3K - $9.9K
|
5.99K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-83- 1.2% |
$4.76K - $5.07K
|
6.84K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 0.02% |
$689 - $733
|
55.5K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.24K- 13.49% |
$358K - $381K
|
40K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-239- 45.18% |
$13.7K - $14.6K
|
290
$18.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
15.4KNew |
$883K - $940K
|
15.4K
$983K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-301- 66.74% |
$17.3K - $18.4K
|
150
$9.58K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.18K- 8.8% |
$67.7K - $72K
|
12.2K
$780K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.32K- 1.88% |
$133K - $142K
|
121K
$7.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.1% |
$344 - $367
|
6.24K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.6K- 52.46% |
$91.8K - $97.8K
|
1.45K
$92.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9+ 0.21% |
$516 - $550
|
4.3K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.66K+ 9.76% |
$95.1K - $101K
|
18.6K
$1.19M
|