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 16, 2026
Q4 2025
|
Valicenti Advisory Services Inc
|
BUY
|
- |
94.5KNew |
$5.56M - $5.97M
|
94.5K
$5.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.2K+ 394.08% |
$1.01M - $1.08M
|
21.5K
$1.34M
|
|
|
Jan 21, 2026
Q4 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
13.7KNew |
$806K - $865K
|
13.7K
$854K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.63K+ 28.84% |
$390K - $419K
|
29.6K
$1.84M
|
|
|
Jan 23, 2026
Q4 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.66K+ 19.39% |
$274K - $294K
|
28.7K
$1.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.44KNew |
$202K - $217K
|
3.44K
$214K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.27KNew |
$192K - $206K
|
3.27K
$204K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.79K+ 2.8% |
$105K - $113K
|
65.4K
$4.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.39K+ 0.48% |
$81.7K - $87.7K
|
293K
$18.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 14.77% |
$76.8K - $82.4K
|
10.1K
$632K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 6.23% |
$68.8K - $73.9K
|
20K
$1.24M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.14K+ 21.89% |
$66.9K - $71.8K
|
6.33K
$394K
|
|
|
Jan 26, 2026
Q4 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.08K+ 10.73% |
$63.2K - $67.9K
|
11.1K
$691K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
906New |
$53.3K - $57.2K
|
906
$56.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
459New |
$27K - $29K
|
459
$28.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
395+ 1.77% |
$23.2K - $25K
|
22.7K
$1.42M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
376+ 1.77% |
$22.1K - $23.8K
|
21.6K
$1.35M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
344+ 43.32% |
$20.2K - $21.7K
|
1.14K
$70.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
308+ 2.91% |
$18.1K - $19.5K
|
10.9K
$679K
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
274+ 2.78% |
$16.1K - $17.3K
|
10.1K
$631K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
224+ 2.83% |
$13.2K - $14.2K
|
8.14K
$507K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
200+ 107.53% |
$11.8K - $12.6K
|
386
$24.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
175+ 1.37% |
$10.3K - $11.1K
|
12.9K
$805K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
170+ 89.47% |
$10K - $10.7K
|
360
$22.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
150+ 1.03% |
$8.82K - $9.48K
|
14.7K
$918K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
132+ 5.06% |
$7.77K - $8.34K
|
2.74K
$171K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
105+ 12.32% |
$6.18K - $6.63K
|
957
$59.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
75+ 0.63% |
$4.41K - $4.74K
|
11.9K
$741K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
66+ 1.47% |
$3.88K - $4.17K
|
4.55K
$284K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26+ 0.55% |
$1.53K - $1.64K
|
4.72K
$294K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
25+ 0.02% |
$1.47K - $1.58K
|
118K
$7.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 0.08% |
$529 - $569
|
11.8K
$733K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.1% |
$471 - $505
|
7.91K
$493K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
6+ 1.46% |
$353 - $379
|
416
$25.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.09% |
$176 - $190
|
3.52K
$220K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
2+ 3.33% |
$118 - $126
|
62
$3.86K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.05% |
$118 - $126
|
3.95K
$246K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1+ 0.01% |
$58.8 - $63.2
|
9.2K
$573K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1+ 0.01% |
$58.8 - $63.2
|
12.2K
$758K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
224K+ 894.84% |
$13.3M - $14.1M
|
249K
$15.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
206KNew |
$12.2M - $13M
|
206K
$12.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sava Penzisko Drushtvo A.D. Skopje
Skopje, |
BUY
|
- |
145KNew |
$8.61M - $9.13M
|
145K
$9.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137K+ 38.76% |
$8.13M - $8.62M
|
491K
$30.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
129K+ 81.36% |
$7.63M - $8.09M
|
287K
$17.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
107K+ 66.68% |
$6.37M - $6.76M
|
269K
$16.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.8K+ 2.69% |
$4.67M - $4.95M
|
3.01M
$187M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
68.6K+ 1183.74% |
$4.07M - $4.31M
|
74.4K
$4.64M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
66.2KNew |
$3.92M - $4.16M
|
66.2K
$4.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.3K+ 13.5% |
$2.33M - $2.47M
|
331K
$20.6M
|
|