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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
90New |
$5.25K - $5.86K
|
90
$5.61K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
83+ 6.4% |
$4.84K - $5.4K
|
1.38K
$86K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
70+ 0.42% |
$4.08K - $4.56K
|
16.6K
$1.03M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
58New |
$3.38K - $3.78K
|
58
$3.61K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
15New |
$875 - $976
|
15
$935
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.65% |
$58.3 - $65.1
|
154
$9.6K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1New |
$58.3 - $65.1
|
1
$62.3
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$58.3 - $65.1
|
151
$9.41K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
102KNew |
$5.88M - $6.26M
|
102K
$6.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
68.9KNew |
$3.96M - $4.21M
|
68.9K
$4.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
40.3KNew |
$2.31M - $2.46M
|
40.3K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
15.4KNew |
$883K - $940K
|
15.4K
$959K
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
13.6KNew |
$782K - $833K
|
13.6K
$849K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10KNew |
$575K - $612K
|
10K
$624K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
6.14K+ 14.33% |
$353K - $375K
|
49K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.55K+ 43.13% |
$318K - $339K
|
18.4K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
4.88KNew |
$280K - $298K
|
4.88K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$257K - $274K
|
4.48K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4.28KNew |
$246K - $261K
|
4.28K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.48KNew |
$200K - $213K
|
3.48K
$217K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.86KNew |
$106K - $113K
|
1.86K
$116K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$76.3K - $81.3K
|
1.33K
$82.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.2KNew |
$68.9K - $73.3K
|
1.2K
$74.8K
|
|
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
1.11KNew |
$63.8K - $68K
|
1.11K
$69.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
984+ 27.52% |
$56.5K - $60.1K
|
4.56K
$284K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
824New |
$47.3K - $50.4K
|
824
$51.3K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
691+ 13.61% |
$39.6K - $42.2K
|
5.77K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
666New |
$38.2K - $40.7K
|
666
$41.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
628New |
$36K - $38.4K
|
628
$39.1K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
564New |
$32.4K - $34.5K
|
564
$35.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
480New |
$27.5K - $29.3K
|
480
$29.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
413New |
$23.7K - $25.2K
|
413
$25.7K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
408New |
$23.4K - $24.9K
|
408
$25.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
375New |
$21.5K - $22.9K
|
375
$23.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
300New |
$17.2K - $18.3K
|
300
$18.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
254New |
$14.6K - $15.5K
|
254
$15.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
219New |
$12.6K - $13.4K
|
219
$13.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
213New |
$12.2K - $13K
|
213
$13.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
208New |
$11.9K - $12.7K
|
208
$13K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
193New |
$11.1K - $11.8K
|
193
$12K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
107New |
$6.14K - $6.54K
|
107
$6.67K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
102New |
$5.85K - $6.23K
|
102
$6.36K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
102New |
$5.85K - $6.23K
|
102
$6.36K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
93New |
$5.34K - $5.68K
|
93
$5.79K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
84New |
$4.82K - $5.13K
|
84
$5.23K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
71New |
$4.07K - $4.34K
|
71
$4.42K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
60+ 150.0% |
$3.44K - $3.67K
|
100
$6.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
58New |
$3.33K - $3.54K
|
58
$3.61K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
48New |
$2.75K - $2.93K
|
48
$2.99K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
33New |
$1.89K - $2.02K
|
33
$2.06K
|
|