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 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-628- 15.17% |
$36K - $38.4K
|
3.51K
$223K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-639- 7.71% |
$36.7K - $39K
|
7.65K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-650- 3.66% |
$37.3K - $39.7K
|
17.1K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-672- 10.59% |
$38.6K - $41.1K
|
5.68K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-677- 3.71% |
$38.8K - $41.4K
|
17.6K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-688- 12.37% |
$39.5K - $42K
|
4.87K
$309K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-690- 7.17% |
$39.6K - $42.2K
|
8.93K
$567K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-695- 1.32% |
$39.9K - $42.5K
|
51.9K
$3.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-750- 0.75% |
$43K - $45.8K
|
99.5K
$6.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-758- 9.32% |
$43.5K - $46.3K
|
7.37K
$468K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-820- 5.38% |
$47.1K - $50.1K
|
14.4K
$915K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-840- 6.31% |
$48.2K - $51.3K
|
12.5K
$791K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-840- 39.44% |
$48.2K - $51.3K
|
1.29K
$81.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-882- 31.02% |
$50.6K - $53.9K
|
1.96K
$124K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-886- 4.49% |
$50.8K - $54.1K
|
18.8K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-891- 5.84% |
$51.1K - $54.4K
|
14.4K
$911K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-900- 6.17% |
$51.6K - $55K
|
13.7K
$868K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-910- 12.87% |
$52.2K - $55.6K
|
6.16K
$391K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-967- 10.91% |
$55.5K - $59.1K
|
7.9K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.03K- 12.41% |
$59K - $62.9K
|
7.27K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.04K- 4.36% |
$59.4K - $63.3K
|
22.7K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.04K- 1.8% |
$59.8K - $63.7K
|
56.9K
$3.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.07K- 10.36% |
$61.6K - $65.6K
|
9.29K
$590K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.1K- 8.77% |
$63.3K - $67.4K
|
11.5K
$728K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.12K- 14.46% |
$64K - $68.2K
|
6.6K
$419K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.17K- 18.91% |
$67.3K - $71.7K
|
5.03K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.18K- 19.3% |
$67.5K - $71.9K
|
4.92K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.18K- 0.47% |
$67.5K - $71.9K
|
249K
$15.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.18K- 8.8% |
$67.7K - $72K
|
12.2K
$775K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.18K- 3.27% |
$67.7K - $72.1K
|
34.9K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.22K- 70.13% |
$69.8K - $74.3K
|
518
$32.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.22K- 6.05% |
$70K - $74.6K
|
18.9K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.23K- 0.92% |
$70.5K - $75.1K
|
132K
$8.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.23K- 5.45% |
$70.7K - $75.3K
|
21.4K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.26K- 14.35% |
$72.4K - $77.1K
|
7.53K
$478K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.31K- 0.86% |
$75.4K - $80.3K
|
151K
$9.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.33K- 26.78% |
$76K - $81K
|
3.62K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.34K- 1.31% |
$77K - $82K
|
101K
$6.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.36K- 14.16% |
$77.7K - $82.8K
|
8.22K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.37K- 13.02% |
$78.6K - $83.7K
|
9.15K
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.42K- 8.53% |
$81.7K - $87K
|
15.3K
$969K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.49K- 1.3% |
$85.7K - $91.2K
|
114K
$7.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.49K- 21.99% |
$85.7K - $91.2K
|
5.3K
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.6K- 52.46% |
$91.8K - $97.8K
|
1.45K
$92K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.66K- 32.51% |
$95.1K - $101K
|
3.44K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.69K- 4.85% |
$97.1K - $103K
|
33.2K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.7K- 4.33% |
$97.4K - $104K
|
37.5K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.71K- 3.2% |
$97.9K - $104K
|
51.6K
$3.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.8K- 12.41% |
$104K - $110K
|
12.7K
$808K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.89K- 33.27% |
$108K - $115K
|
3.78K
$240K
|