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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
41+ 0.35% |
$2.43K - $2.58K
|
11.7K
$727K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37+ 0.11% |
$2.19K - $2.33K
|
34.6K
$2.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
21+ 0.1% |
$1.25K - $1.32K
|
21.1K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
18+ 0.11% |
$1.07K - $1.13K
|
16.3K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
18+ 0.02% |
$1.07K - $1.13K
|
94.8K
$5.91M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
15New |
$889 - $943
|
15
$935
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13+ 0.09% |
$771 - $817
|
15.3K
$951K
|
|
|
Nov 04, 2025
Q3 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.11% |
$534 - $566
|
8.5K
$529K
|
|
|
Nov 14, 2025
Q3 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
7+ 0.03% |
$415 - $440
|
21.6K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$415 - $440
|
7
$436
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
6+ 0.72% |
$356 - $377
|
834
$52K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5+ 0.09% |
$296 - $314
|
5.68K
$354K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
4+ 0.18% |
$237 - $251
|
2.18K
$136K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$237 - $251
|
3.75K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$119 - $126
|
3.43K
$214K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.1% |
$119 - $126
|
1.93K
$121K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.04% |
$119 - $126
|
5.3K
$330K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2+ 0.06% |
$119 - $126
|
3.63K
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$59.3 - $62.9
|
11.6K
$724K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.14% |
$59.3 - $62.9
|
713
$44.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.03% |
$59.3 - $62.9
|
3.3K
$206K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.42% |
$59.3 - $62.9
|
238
$14.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$59.3 - $62.9
|
7.31K
$455K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.03% |
$59.3 - $62.9
|
3.9K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1+ 0.03% |
$59.3 - $62.9
|
3.48K
$217K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
45.3K+ 154.63% |
$2.46M - $2.85M
|
74.6K
$4.65M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
16.8K+ 30.2% |
$910K - $1.06M
|
72.3K
$4.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
15.5KNew |
$840K - $975K
|
15.5K
$965K
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
11.3K+ 12.78% |
$613K - $712K
|
99.7K
$6.21M
|
|
|
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
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
9.63KNew |
$523K - $607K
|
9.63K
$600K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
7.41KNew |
$402K - $467K
|
7.41K
$462K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
7.14KNew |
$387K - $450K
|
7.14K
$445K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
6.69KNew |
$363K - $421K
|
6.69K
$417K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.66KNew |
$361K - $420K
|
6.66K
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
4.85KNew |
$263K - $306K
|
4.85K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.06KNew |
$220K - $256K
|
4.06K
$253K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.06KNew |
$220K - $256K
|
4.06K
$253K
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.87KNew |
$210K - $244K
|
3.87K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.81KNew |
$207K - $240K
|
3.81K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.45KNew |
$187K - $217K
|
3.45K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.28KNew |
$178K - $206K
|
3.28K
$204K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3.26KNew |
$177K - $206K
|
3.26K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.24KNew |
$176K - $204K
|
3.24K
$202K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.42K+ 8.01% |
$131K - $153K
|
32.6K
$2.03M
|
|
|
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
|
Brown Advisory Inc
|
BUY
|
- |
1.75K+ 12.91% |
$95K - $110K
|
15.3K
$954K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.55K+ 9.42% |
$83.9K - $97.4K
|
18K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 21.79% |
$70K - $81.2K
|
7.2K
$449K
|
|