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 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-323- 2.96% |
$19.2K - $20.3K
|
10.6K
$660K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4+ 0.11% |
$237 - $251
|
3.52K
$219K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-97- 19.13% |
$5.75K - $6.1K
|
410
$25.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
4+ 0.18% |
$237 - $251
|
2.18K
$136K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.33K- 4.5% |
$78.7K - $83.4K
|
28.2K
$1.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-195- 3.08% |
$11.6K - $12.3K
|
6.13K
$382K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-129- 0.53% |
$7.65K - $8.11K
|
24K
$1.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.38KNew |
$81.8K - $86.8K
|
1.38K
$86K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
134+ 6.76% |
$7.94K - $8.42K
|
2.12K
$132K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-972- 3.59% |
$57.6K - $61.1K
|
26.1K
$1.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.28K- 4.3% |
$135K - $143K
|
50.7K
$3.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.01K- 8.39% |
$59.8K - $63.4K
|
11K
$686K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-148- 2.37% |
$8.77K - $9.3K
|
6.11K
$380K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
6.72K+ 75.33% |
$398K - $423K
|
15.6K
$975K
|
|
|
Oct 15, 2025
Q3 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-192- 5.42% |
$11.4K - $12.1K
|
3.35K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-477- 6.31% |
$28.3K - $30K
|
7.09K
$441K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-112- 0.6% |
$6.64K - $7.04K
|
18.4K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.47K- 17.7% |
$206K - $218K
|
16.1K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-1.64K- 4.82% |
$97.1K - $103K
|
32.3K
$2.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$237 - $251
|
3.75K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-6.96K- 27.78% |
$412K - $437K
|
18.1K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-287- 1.5% |
$17K - $18K
|
18.8K
$1.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-65.7K- 82.53% |
$3.89M - $4.13M
|
13.9K
$866K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-480- 0.94% |
$28.5K - $30.2K
|
50.4K
$3.14M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.08K- 6.45% |
$123K - $130K
|
30.1K
$1.88M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-60- 1.38% |
$3.56K - $3.77K
|
4.3K
$268K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
63New |
$3.74K - $3.96K
|
63
$3.93K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-245- 5.32% |
$14.5K - $15.4K
|
4.36K
$271K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
172+ 5.41% |
$10.2K - $10.8K
|
3.35K
$209K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-612- 2.6% |
$36.3K - $38.5K
|
22.9K
$1.43M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-23- 0.14% |
$1.36K - $1.45K
|
16.1K
$1M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
SELL
|
- |
-351- 2.13% |
$20.8K - $22.1K
|
16.1K
$1M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
633+ 1.26% |
$37.5K - $39.8K
|
51K
$3.18M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.9K- 3.7% |
$1.4M - $1.63M
|
673K
$41.9M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-210- 1.79% |
$11.4K - $13.2K
|
11.5K
$718K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
262+ 4.79% |
$14.2K - $16.5K
|
5.73K
$357K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.8K+ 30.2% |
$910K - $1.06M
|
72.3K
$4.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-4.83K- 5.76% |
$262K - $304K
|
79.1K
$4.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
4.85KNew |
$263K - $306K
|
4.85K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-600- 24.06% |
$32.6K - $37.8K
|
1.89K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
633+ 6.77% |
$34.4K - $39.9K
|
9.98K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.81KNew |
$207K - $240K
|
3.81K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.06KNew |
$220K - $256K
|
4.06K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$587K - $682K
|
10.8K
$674K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-15.6K- 12.03% |
$848K - $985K
|
114K
$7.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
9.63KNew |
$523K - $607K
|
9.63K
$600K
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-1.03K- 20.22% |
$56K - $65K
|
4.07K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-506- 10.55% |
$27.5K - $31.9K
|
4.29K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-298- 8.26% |
$16.2K - $18.8K
|
3.31K
$206K
|
|