Latest Institutional Purchases of Ishares Tr Dow Jones Us Medica (IHI)
This list provides information on the latest institutional transactions involving Ishares Tr Dow Jones Us Medica (IHI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
102KNew |
$5.88M - $6.26M
|
102K
$6.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
86.3K+ 71.71% |
$4.95M - $5.27M
|
207K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
72.8KNew |
$4.18M - $4.45M
|
72.8K
$4.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
60.3KNew |
$3.46M - $3.68M
|
60.3K
$3.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
47.7K+ 263.11% |
$2.74M - $2.91M
|
65.8K
$4.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.3K+ 294.77% |
$1.22M - $1.3M
|
28.5K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
15.4KNew |
$883K - $940K
|
15.4K
$982K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$813K - $865K
|
14.2K
$904K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.2KNew |
$643K - $685K
|
11.2K
$715K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.1KNew |
$580K - $618K
|
10.1K
$646K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.72K+ 22.58% |
$558K - $594K
|
52.8K
$3.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.36K+ 7.39% |
$422K - $449K
|
107K
$6.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.01KNew |
$402K - $428K
|
7.01K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.24KNew |
$358K - $381K
|
6.24K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.91KNew |
$339K - $361K
|
5.91K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
5.27K+ 7.45% |
$302K - $322K
|
76K
$4.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
5.17K+ 2.9% |
$297K - $316K
|
183K
$11.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.9K+ 9.75% |
$281K - $299K
|
55.1K
$3.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
4.4K+ 17.86% |
$252K - $269K
|
29K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.28KNew |
$246K - $261K
|
4.28K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.01KNew |
$230K - $245K
|
4.01K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
3.93KNew |
$226K - $240K
|
3.93K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.48KNew |
$200K - $213K
|
3.48K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.44K+ 13.42% |
$197K - $210K
|
29.1K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.36K+ 3.3% |
$136K - $144K
|
73.9K
$4.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.13K+ 24.83% |
$122K - $130K
|
10.7K
$683K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.7K+ 5.3% |
$97.4K - $104K
|
33.7K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.66K+ 68.77% |
$95.1K - $101K
|
4.07K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.66K+ 9.76% |
$95.1K - $101K
|
18.6K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.62K+ 37.35% |
$93.2K - $99.2K
|
5.97K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.53K+ 35.38% |
$87.6K - $93.3K
|
5.84K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.38K+ 41.53% |
$78.9K - $84K
|
4.69K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 6.92% |
$73.7K - $78.5K
|
19.8K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.2KNew |
$68.9K - $73.3K
|
1.2K
$76.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.06K+ 114.39% |
$60.7K - $64.6K
|
1.98K
$126K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
940New |
$53.9K - $57.4K
|
940
$60K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
824New |
$47.3K - $50.4K
|
824
$52.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
818+ 17.62% |
$46.9K - $50K
|
5.46K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
691+ 13.61% |
$39.6K - $42.2K
|
5.77K
$368K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
631+ 1.61% |
$36.2K - $38.6K
|
39.8K
$2.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
600New |
$34.4K - $36.7K
|
600
$38.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
566New |
$32.5K - $34.6K
|
566
$36.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
565+ 11.01% |
$32.4K - $34.5K
|
5.7K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
492+ 2.3% |
$28.2K - $30.1K
|
21.9K
$1.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
480New |
$27.5K - $29.3K
|
480
$30.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
454+ 4.74% |
$26.1K - $27.7K
|
10K
$641K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
366+ 8.4% |
$21K - $22.4K
|
4.72K
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
257+ 9.07% |
$14.7K - $15.7K
|
3.09K
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
250+ 13.74% |
$14.3K - $15.3K
|
2.07K
$132K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
237New |
$13.6K - $14.5K
|
237
$15.1K
|