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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.45KNew |
$187K - $217K
|
3.45K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-156- 3.57% |
$8.47K - $9.83K
|
4.21K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
2.23K+ 8.44% |
$121K - $141K
|
28.7K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
400+ 5.25% |
$21.7K - $25.2K
|
8.02K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-74- 2.27% |
$4.02K - $4.66K
|
3.18K
$198K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.75K+ 12.91% |
$95K - $110K
|
15.3K
$954K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-77.7K- 99.17% |
$4.21M - $4.89M
|
652
$40.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
468New |
$25.4K - $29.5K
|
468
$29.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
100New |
$5.43K - $6.3K
|
100
$6.23K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-840- 17.81% |
$45.6K - $52.9K
|
3.88K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 0.33% |
$1.36K - $1.58K
|
7.54K
$470K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
600New |
$32.6K - $37.8K
|
600
$37.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
26+ 74.29% |
$1.41K - $1.64K
|
61
$3.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
595+ 4.71% |
$32.3K - $37.5K
|
13.2K
$823K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
42+ 0.33% |
$2.28K - $2.65K
|
12.6K
$788K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
564New |
$30.6K - $35.5K
|
564
$35.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-263- 4.85% |
$14.3K - $16.6K
|
5.17K
$322K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 21.79% |
$70K - $81.2K
|
7.2K
$449K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-25- 14.79% |
$1.36K - $1.58K
|
144
$8.97K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 8.01% |
$131K - $153K
|
32.6K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.87KNew |
$210K - $244K
|
3.87K
$241K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
14.6KNew |
$792K - $919K
|
14.6K
$909K
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-1.49K- 30.11% |
$80.9K - $93.9K
|
3.46K
$216K
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
250+ 4.97% |
$13.6K - $15.8K
|
5.28K
$329K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-300- 31.91% |
$16.3K - $18.9K
|
640
$39.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2.74K- 60.93% |
$149K - $173K
|
1.76K
$110K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
15New |
$814 - $945
|
15
$935
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-52.6K- 87.41% |
$2.85M - $3.31M
|
7.58K
$472K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.18K- 88.75% |
$64.2K - $74.5K
|
150
$9.35K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-830- 20.4% |
$45K - $52.3K
|
3.24K
$202K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-55- 3.85% |
$2.98K - $3.47K
|
1.37K
$85.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.55K+ 9.42% |
$83.9K - $97.4K
|
18K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
6.69KNew |
$363K - $421K
|
6.69K
$417K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.03% |
$54.3 - $63
|
3.37K
$210K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
186New |
$10.1K - $11.7K
|
186
$11.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
7.14KNew |
$387K - $450K
|
7.14K
$445K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.82% |
$54.3 - $63
|
56
$3.49K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
180New |
$9.77K - $11.3K
|
180
$11.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-138- 1.25% |
$7.49K - $8.7K
|
10.9K
$679K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-1K- 2.38% |
$54.4K - $63.2K
|
41.1K
$2.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
75+ 0.55% |
$4.07K - $4.73K
|
13.7K
$856K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38New |
$2.06K - $2.39K
|
38
$2.37K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.63K- 20.1% |
$88.3K - $103K
|
6.47K
$403K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
15.5KNew |
$840K - $975K
|
15.5K
$965K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.38K- 11.86% |
$74.9K - $87K
|
10.3K
$639K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.05% |
$54.3 - $63
|
2.15K
$134K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.5K- 62.21% |
$81.4K - $94.5K
|
911
$56.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3.26KNew |
$177K - $206K
|
3.26K
$203K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29K- 55.65% |
$1.57M - $1.83M
|
23.1K
$1.44M
|
|