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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
3.93KNew |
$233K - $247K
|
3.93K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.88KNew |
$111K - $118K
|
1.88K
$117K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-2.21K- 24.15% |
$131K - $139K
|
6.95K
$433K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.81% |
$1.66K - $1.76K
|
3.44K
$215K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.03% |
$59.3 - $62.9
|
3.9K
$243K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
6.75K+ 3.5% |
$400K - $424K
|
199K
$12.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-106- 0.23% |
$6.28K - $6.66K
|
45.2K
$2.82M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-295- 4.15% |
$17.5K - $18.5K
|
6.82K
$425K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
421+ 1.19% |
$25K - $26.5K
|
35.7K
$2.22M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-125- 3.16% |
$7.41K - $7.86K
|
3.84K
$239K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-333- 1.21% |
$19.7K - $20.9K
|
27.2K
$1.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-1.2K- 9.58% |
$71K - $75.3K
|
11.3K
$704K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-207- 2.28% |
$12.3K - $13K
|
8.86K
$552K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
162+ 1.49% |
$9.6K - $10.2K
|
11.1K
$689K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.03% |
$59.3 - $62.9
|
3.48K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-150- 1.75% |
$8.89K - $9.43K
|
8.43K
$526K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.49K- 24.87% |
$148K - $157K
|
7.53K
$469K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.82K- 32.85% |
$226K - $240K
|
7.81K
$486K
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
6+ 0.72% |
$356 - $377
|
834
$52K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.36K+ 40.1% |
$199K - $211K
|
11.8K
$732K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.67K+ 8.1% |
$99.3K - $105K
|
22.3K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.61KNew |
$155K - $164K
|
2.61K
$163K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.06% |
$119 - $126
|
3.63K
$226K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-810- 16.02% |
$48K - $50.9K
|
4.25K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-381- 5.05% |
$22.6K - $24K
|
7.17K
$447K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.3K+ 13.5% |
$2.33M - $2.47M
|
331K
$20.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-50- 0.87% |
$2.96K - $3.14K
|
5.72K
$356K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.7K- 24.52% |
$160K - $170K
|
8.32K
$518K
|
|
|
Oct 22, 2025
Q3 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-401- 1.22% |
$23.8K - $25.2K
|
32.4K
$2.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-998- 15.65% |
$59.2K - $62.7K
|
5.38K
$335K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-500- 1.01% |
$29.6K - $31.4K
|
49.1K
$3.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-1.38K- 6.26% |
$81.9K - $86.8K
|
20.7K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.66K- 44.08% |
$573K - $608K
|
12.3K
$764K
|
|
|
Oct 21, 2025
Q3 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.32K- 2.22% |
$78K - $82.7K
|
57.9K
$3.61M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-130- 2.67% |
$7.71K - $8.17K
|
4.74K
$295K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
61.1KNew |
$3.62M - $3.84M
|
61.1K
$3.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-9- 8.26% |
$534 - $566
|
100
$6.23K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-80.2K- 93.92% |
$4.75M - $5.04M
|
5.19K
$324K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-18.6K- 47.8% |
$1.1M - $1.17M
|
20.3K
$1.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.95K- 27.1% |
$115K - $122K
|
5.24K
$326K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-37.7K- 37.15% |
$2.24M - $2.37M
|
63.8K
$3.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-415- 2.68% |
$24.6K - $26.1K
|
15.1K
$939K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
769+ 9.53% |
$45.6K - $48.3K
|
8.84K
$551K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.92K+ 104.73% |
$529K - $561K
|
17.4K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-564- 2.55% |
$33.4K - $35.5K
|
21.6K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-2.01K- 20.26% |
$119K - $126K
|
7.92K
$493K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-150- 3.48% |
$8.89K - $9.43K
|
4.16K
$259K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
646New |
$38.3K - $40.6K
|
646
$40.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.43K- 26.64% |
$85K - $90.1K
|
3.95K
$246K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-120- 2.12% |
$7.11K - $7.54K
|
5.54K
$345K
|
|