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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-11.1K- 99.38% |
$649K - $725K
|
70
$4.36K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-148- 4.14% |
$8.63K - $9.63K
|
3.43K
$214K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
1.11KNew |
$63.8K - $68K
|
1.11K
$69.3K
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-4.33KClosed |
$249K - $265K
|
0
$0
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
408New |
$23.4K - $24.9K
|
408
$25.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.86KNew |
$106K - $113K
|
1.86K
$116K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
564New |
$32.4K - $34.5K
|
564
$35.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
375New |
$21.5K - $22.9K
|
375
$23.4K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.1K- 26.25% |
$120K - $128K
|
5.9K
$368K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
71New |
$4.07K - $4.34K
|
71
$4.42K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
254New |
$14.6K - $15.5K
|
254
$15.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
12+ 13.04% |
$689 - $733
|
104
$6.48K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
300New |
$17.2K - $18.3K
|
300
$18.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
13.6KNew |
$782K - $833K
|
13.6K
$849K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$257K - $274K
|
4.48K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-6.29K- 7.89% |
$361K - $384K
|
73.3K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.55K+ 43.13% |
$318K - $339K
|
18.4K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
213New |
$12.2K - $13K
|
213
$13.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
12New |
$689 - $733
|
12
$748
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
CALL |
-1.3K- 8.61% |
$74.6K - $79.4K
|
13.8K
$860K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-351- 3.97% |
$20.1K - $21.4K
|
8.48K
$528K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
12.2KNew |
$698K - $743K
|
12.2K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
102New |
$5.85K - $6.23K
|
102
$6.36K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 50.0% |
$172 - $183
|
3
$187
|
|
|
Feb 12, 2025
Q4 2024
|
Pura Vida Investments, LLC
New York, NY |
SELL
|
PUT |
-130K- 86.67% |
$7.46M - $7.94M
|
20K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-71- 4.66% |
$4.07K - $4.34K
|
1.45K
$90.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
48New |
$2.75K - $2.93K
|
48
$2.99K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
666New |
$38.2K - $40.7K
|
666
$41.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
984+ 27.52% |
$56.5K - $60.1K
|
4.56K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-400- 52.63% |
$23K - $24.4K
|
360
$22.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
6.14K+ 14.33% |
$353K - $375K
|
49K
$3.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.88KNew |
$280K - $298K
|
4.88K
$304K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
219New |
$12.6K - $13.4K
|
219
$13.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
40.3KNew |
$2.31M - $2.46M
|
40.3K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10KNew |
$575K - $612K
|
10K
$624K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
68.9KNew |
$3.96M - $4.21M
|
68.9K
$4.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$76.3K - $81.3K
|
1.33K
$82.9K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-29- 0.81% |
$1.66K - $1.77K
|
3.55K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
84New |
$4.82K - $5.13K
|
84
$5.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
413New |
$23.7K - $25.2K
|
413
$25.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.66K- 32.51% |
$95.1K - $101K
|
3.44K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
628New |
$36K - $38.4K
|
628
$39.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
102New |
$5.85K - $6.23K
|
102
$6.36K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
208New |
$11.9K - $12.7K
|
208
$13K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
31New |
$1.78K - $1.89K
|
31
$1.93K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
8+ 18.6% |
$459 - $489
|
51
$3.18K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.07% |
$57.4 - $61.1
|
1.45K
$90.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
58New |
$3.33K - $3.54K
|
58
$3.61K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
193New |
$11.1K - $11.8K
|
193
$12K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
93New |
$5.34K - $5.68K
|
93
$5.79K
|
|