Purchases and Sales Made in Q4 2024 in Ishares Tr Dow Jones Us Medica (IHI)
This table provides information about the institutional ownership of Ishares Tr Dow Jones Us Medica (IHI) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR DOW JONES US MEDICA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
667KNew |
$38.2M - $40.7M
|
667K
$42.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
599K+ 28.97% |
$34.4M - $36.6M
|
2.67M
$169M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
443K+ 24.66% |
$25.4M - $27M
|
2.24M
$142M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
116K+ 323.63% |
$6.64M - $7.07M
|
152K
$9.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
104K+ 9.12% |
$5.99M - $6.38M
|
1.25M
$79.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
102KNew |
$5.88M - $6.26M
|
102K
$6.5M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
95K+ 692.73% |
$5.45M - $5.8M
|
109K
$6.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
86.3K+ 71.71% |
$4.95M - $5.27M
|
207K
$13.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
72.8KNew |
$4.18M - $4.45M
|
72.8K
$4.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
68.9KNew |
$3.96M - $4.21M
|
68.9K
$4.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
60.3KNew |
$3.46M - $3.68M
|
60.3K
$3.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
47.7K+ 263.11% |
$2.74M - $2.91M
|
65.8K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.6K+ 240.02% |
$2.44M - $2.6M
|
60.3K
$3.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
40.3KNew |
$2.31M - $2.46M
|
40.3K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
34.3K+ 575.35% |
$1.97M - $2.09M
|
40.2K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.7K+ 15.5% |
$1.82M - $1.94M
|
236K
$15M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.4K+ 11.66% |
$1.75M - $1.86M
|
291K
$18.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.4K+ 38.8% |
$1.69M - $1.8M
|
105K
$6.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
26.1KNew |
$1.5M - $1.59M
|
26.1K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
25.8K+ 174.02% |
$1.48M - $1.58M
|
40.6K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
24.1K+ 7.57% |
$1.38M - $1.47M
|
342K
$21.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
23.3K+ 52.27% |
$1.33M - $1.42M
|
67.8K
$4.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
22.8KNew |
$1.31M - $1.39M
|
22.8K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
22.7KNew |
$1.3M - $1.39M
|
22.7K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.7K+ 2.03% |
$1.24M - $1.32M
|
1.09M
$69M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.3K+ 294.77% |
$1.22M - $1.3M
|
28.5K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
18.7K+ 52.92% |
$1.07M - $1.14M
|
53.9K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
18.6KNew |
$1.07M - $1.14M
|
18.6K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.6KNew |
$1.07M - $1.13M
|
18.6K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
17.2K+ 95.71% |
$990K - $1.05M
|
35.3K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7K+ 132.29% |
$958K - $1.02M
|
29.3K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
16.3KNew |
$932K - $993K
|
16.3K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
15.4KNew |
$883K - $940K
|
15.4K
$976K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
15.2K+ 357.36% |
$871K - $928K
|
19.4K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$813K - $865K
|
14.2K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
13.6KNew |
$782K - $833K
|
13.6K
$865K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
13.6K+ 100.0% |
$782K - $833K
|
27.3K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
12.2KNew |
$701K - $746K
|
12.2K
$775K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
12.2KNew |
$698K - $743K
|
12.2K
$772K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.7K+ 31.73% |
$673K - $716K
|
48.7K
$3.09M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.2KNew |
$643K - $685K
|
11.2K
$711K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 3.97% |
$597K - $635K
|
272K
$17.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
10.4K+ 15.57% |
$595K - $634K
|
77K
$4.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.1KNew |
$580K - $618K
|
10.1K
$642K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10KNew |
$575K - $612K
|
10K
$635K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.72K+ 22.58% |
$558K - $594K
|
52.8K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
8.8K+ 15.49% |
$505K - $538K
|
65.6K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.44K+ 41.42% |
$484K - $516K
|
28.8K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.64K+ 43.78% |
$438K - $467K
|
25.1K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.64KNew |
$438K - $467K
|
7.64K
$485K
|