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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
462+ 0.65% |
$27.4K - $29K
|
71.7K
$4.47M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-100- 2.0% |
$5.93K - $6.29K
|
4.89K
$305K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-757- 14.59% |
$44.9K - $47.6K
|
4.43K
$276K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
18+ 0.11% |
$1.07K - $1.13K
|
16.3K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.02K+ 16.11% |
$60.4K - $64.1K
|
7.34K
$458K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-184- 2.48% |
$10.9K - $11.6K
|
7.23K
$450K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.03% |
$59.3 - $62.9
|
3.3K
$206K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.6K+ 55.51% |
$94.9K - $101K
|
4.49K
$279K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-138- 1.87% |
$8.18K - $8.68K
|
7.22K
$450K
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-36.2K- 96.36% |
$2.15M - $2.28M
|
1.37K
$85.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.04% |
$119 - $126
|
5.3K
$330K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.79K+ 15.75% |
$165K - $175K
|
20.5K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
108+ 0.43% |
$6.4K - $6.79K
|
25K
$1.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-730- 16.5% |
$43.3K - $45.9K
|
3.7K
$230K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-942- 54.33% |
$55.9K - $59.2K
|
792
$49.3K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.1K- 11.95% |
$776K - $823K
|
96.4K
$6.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-430- 3.51% |
$25.5K - $27K
|
11.8K
$736K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.8K+ 134.58% |
$702K - $745K
|
20.6K
$1.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.96K- 6.82% |
$235K - $249K
|
54.1K
$3.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
18+ 0.02% |
$1.07K - $1.13K
|
94.8K
$5.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
511+ 2.39% |
$30.3K - $32.1K
|
21.9K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
10.5KNew |
$622K - $660K
|
10.5K
$654K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-23.2K- 10.73% |
$1.38M - $1.46M
|
193K
$12M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.27K- 7.27% |
$75.2K - $79.8K
|
16.2K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
7.2K+ 1.04% |
$427K - $453K
|
698K
$43.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
324+ 108.72% |
$19.2K - $20.4K
|
622
$38.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-83- 1.32% |
$4.92K - $5.22K
|
6.2K
$386K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-934- 0.32% |
$55.4K - $58.7K
|
291K
$18.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.42% |
$59.3 - $62.9
|
238
$14.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
361+ 6.85% |
$21.4K - $22.7K
|
5.63K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
5KNew |
$296K - $314K
|
5K
$311K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
810New |
$48K - $50.9K
|
810
$50.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-525- 1.09% |
$31.1K - $33K
|
47.6K
$2.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Variant Private Wealth, LLC
Tysons, VA |
SELL
|
- |
-538- 2.37% |
$31.9K - $33.8K
|
22.2K
$1.38M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 11.76% |
$5.93K - $6.29K
|
750
$46.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-4.59K- 28.07% |
$272K - $289K
|
11.8K
$733K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.18K- 28.55% |
$189K - $200K
|
7.97K
$496K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
8+ 0.09% |
$474 - $503
|
9.2K
$573K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.9K- 22.96% |
$112K - $119K
|
6.37K
$397K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.87K- 11.82% |
$111K - $118K
|
14K
$871K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-258- 81.13% |
$15.3K - $16.2K
|
60
$3.74K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.49K+ 7.78% |
$88.2K - $93.5K
|
20.6K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
31KNew |
$1.84M - $1.95M
|
31K
$1.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.2K- 2.08% |
$130K - $138K
|
104K
$6.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$59.3 - $62.9
|
7.31K
$455K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.42K- 64.55% |
$84.2K - $89.3K
|
780
$48.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-500- 7.48% |
$29.6K - $31.4K
|
6.19K
$385K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
257+ 0.22% |
$15.2K - $16.2K
|
118K
$7.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-218- 34.99% |
$12.9K - $13.7K
|
405
$25.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-813- 6.72% |
$48.2K - $51.1K
|
11.3K
$703K
|
|