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 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
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.05K+ 122.14% |
$60.1K - $64K
|
1.91K
$122K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1K+ 6.68% |
$57.4K - $61.2K
|
16K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
940New |
$53.9K - $57.4K
|
940
$60K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
826+ 7.26% |
$47.4K - $50.5K
|
12.2K
$779K
|
|
|
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 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
628New |
$36K - $38.4K
|
628
$40.1K
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
479+ 0.61% |
$27.5K - $29.3K
|
78.4K
$5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
454+ 4.74% |
$26.1K - $27.7K
|
10K
$641K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
413New |
$23.7K - $25.2K
|
413
$26.4K
|
|
|
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
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
228+ 6.37% |
$13.1K - $13.9K
|
3.81K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
212+ 0.3% |
$12.2K - $13K
|
71.1K
$4.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
208New |
$11.9K - $12.7K
|
208
$13.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
198+ 4.95% |
$11.4K - $12.1K
|
4.2K
$268K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
193New |
$11.1K - $11.8K
|
193
$12.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
169+ 2.41% |
$9.7K - $10.3K
|
7.19K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
162+ 2.78% |
$9.3K - $9.9K
|
5.99K
$382K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
160+ 0.65% |
$9.18K - $9.78K
|
24.9K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
107New |
$6.14K - $6.54K
|
107
$6.83K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
102New |
$5.85K - $6.23K
|
102
$6.51K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
101+ 1.77% |
$5.8K - $6.17K
|
5.8K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
93New |
$5.34K - $5.68K
|
93
$5.93K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
87+ 1.12% |
$4.99K - $5.32K
|
7.83K
$500K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
85+ 0.23% |
$4.88K - $5.19K
|
37.3K
$2.38M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
85+ 14.17% |
$4.88K - $5.19K
|
685
$43.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
84New |
$4.82K - $5.13K
|
84
$5.36K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
60+ 150.0% |
$3.44K - $3.67K
|
100
$6.38K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
58New |
$3.33K - $3.54K
|
58
$3.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
57New |
$3.27K - $3.48K
|
57
$3.64K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
38+ 0.32% |
$2.18K - $2.32K
|
12K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
33New |
$1.89K - $2.02K
|
33
$2.11K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
31New |
$1.78K - $1.89K
|
31
$1.98K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
25+ 0.33% |
$1.43K - $1.53K
|
7.65K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
23+ 0.15% |
$1.32K - $1.41K
|
15.2K
$972K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22+ 0.18% |
$1.26K - $1.34K
|
12.1K
$773K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16+ 0.14% |
$918 - $978
|
11.1K
$708K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
16+ 0.19% |
$918 - $978
|
8.48K
$541K
|