Purchases and Sales Made in Q1 2020 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q1 2020. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.2K+ 542.69% |
$2.36M - $3.33M
|
23.9K
$1.6M
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.4K+ 512.04% |
$2.04M - $2.88M
|
20.8K
$1.39M
|
|
|
May 14, 2020
Q1 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.2KNew |
$1.54M - $2.17M
|
13.2K
$881K
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9.64KNew |
$1.13M - $1.59M
|
9.64K
$646K
|
|
|
May 18, 2020
Q1 2020
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.34KNew |
$742K - $1.05M
|
6.34K
$425K
|
|
|
May 18, 2020
Q1 2020
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.21K+ 81.06% |
$376K - $530K
|
7.17K
$480K
|
|
|
May 07, 2020
Q1 2020
|
Cutler Group LP
|
BUY
|
- |
2.8KNew |
$328K - $463K
|
2.8K
$188K
|
|
|
Apr 30, 2020
Q1 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.86K+ 123.42% |
$218K - $307K
|
3.37K
$225K
|
|
|
Apr 23, 2020
Q1 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.83K+ 24.73% |
$214K - $302K
|
9.23K
$618K
|
|
|
May 01, 2020
Q1 2020
|
Ubs Group Ag
|
BUY
|
- |
1.16K+ 11.74% |
$136K - $192K
|
11.1K
$741K
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
800New |
$93.6K - $132K
|
800
$53.6K
|
|
|
May 15, 2020
Q1 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
750New |
$87.8K - $124K
|
750
$50.2K
|
|
|
May 15, 2020
Q1 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
472+ 7.89% |
$55.2K - $78K
|
6.45K
$432K
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
336+ 93.33% |
$39.3K - $55.5K
|
696
$46.6K
|
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
325New |
$38K - $53.7K
|
325
$21.8K
|
|
|
May 15, 2020
Q1 2020
|
Truist Financial Corp
|
BUY
|
- |
274+ 5.47% |
$32.1K - $45.3K
|
5.28K
$354K
|
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
236New |
$27.6K - $39K
|
236
$15.8K
|
|
|
May 06, 2020
Q1 2020
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
210New |
$24.6K - $34.7K
|
210
$14.1K
|
|
|
May 14, 2020
Q1 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
202+ 1.57% |
$23.6K - $33.4K
|
13.1K
$877K
|
|
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
197+ 6566.67% |
$23.1K - $32.6K
|
200
$13.4K
|
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150New |
$17.6K - $24.8K
|
150
$10K
|
|
|
May 08, 2020
Q1 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
128+ 8.21% |
$15K - $21.2K
|
1.69K
$113K
|
|
|
May 08, 2020
Q1 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
112+ 44.8% |
$13.1K - $18.5K
|
362
$24.2K
|
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
68+ 194.29% |
$7.96K - $11.2K
|
103
$6.9K
|
|
|
May 07, 2020
Q1 2020
|
Mbe Wealth Management, LLC
|
BUY
|
- |
18New |
$2.11K - $2.97K
|
18
$1.21K
|
|
|
May 15, 2020
Q1 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
15New |
$1.76K - $2.48K
|
15
$1K
|
|
|
May 13, 2020
Q1 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.13% |
$468 - $661
|
3K
$201K
|
|
|
May 14, 2020
Q1 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.43% |
$234 - $331
|
467
$31.3K
|
|
|
Apr 28, 2020
Q1 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.48% |
$117 - $165
|
209
$14K
|
|
|
Apr 27, 2020
Q1 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.41% |
$117 - $165
|
244
$16.3K
|
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 0.79% |
$234 - $331
|
251
$16.8K
|
|
|
May 13, 2020
Q1 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 1.69% |
$1.76K - $2.48K
|
875
$58.6K
|
|
|
Apr 13, 2020
Q1 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-15- 3.5% |
$1.76K - $2.48K
|
414
$27.7K
|
|
|
May 08, 2020
Q1 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 3.88% |
$1.76K - $2.48K
|
372
$24.9K
|
|
|
May 15, 2020
Q1 2020
|
Advisory Services Network, LLC
|
SELL
|
- |
-16- 7.41% |
$1.87K - $2.64K
|
200
$13.4K
|
|
|
May 12, 2020
Q1 2020
|
Ifp Advisors, Inc
|
SELL
|
- |
-30- 10.2% |
$3.51K - $4.96K
|
264
$17.7K
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-30Closed |
$3.51K - $4.96K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-36Closed |
$4.21K - $5.95K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-46- 1.14% |
$5.38K - $7.6K
|
3.98K
$266K
|
|
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-47- 0.63% |
$5.5K - $7.77K
|
7.44K
$498K
|
|
|
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-55Closed |
$6.44K - $9.09K
|
0
$0
|
|
|
Aug 30, 2024
Q1 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-56- 5.65% |
$6.55K - $9.25K
|
935
$62.6K
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-60Closed |
$7.02K - $9.92K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-62- 1.94% |
$7.26K - $10.2K
|
3.13K
$209K
|
|
|
May 05, 2020
Q1 2020
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-67- 19.76% |
$7.84K - $11.1K
|
272
$18.2K
|
|
|
Apr 16, 2020
Q1 2020
|
Patten & Patten Inc
|
SELL
|
- |
-100- 1.54% |
$11.7K - $16.5K
|
6.39K
$427K
|
|
|
May 15, 2020
Q1 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-149- 4.94% |
$17.4K - $24.6K
|
2.87K
$192K
|
|
|
May 05, 2020
Q1 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-195- 10.51% |
$22.8K - $32.2K
|
1.66K
$111K
|
|
|
Apr 30, 2020
Q1 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-404- 10.49% |
$47.3K - $66.8K
|
3.45K
$231K
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$58.5K - $82.6K
|
0
$0
|