Purchases and Sales Made in Q1 2023 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1- 0.93% |
$170 - $189
|
106
$7.1K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-14- 1.05% |
$2.38K - $2.64K
|
1.32K
$88.5K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20- 0.39% |
$3.4K - $3.77K
|
5.12K
$343K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30- 6.68% |
$5.1K - $5.66K
|
419
$28.1K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-40- 42.55% |
$6.8K - $7.55K
|
54
$3.62K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-41- 1.2% |
$6.97K - $7.74K
|
3.37K
$225K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-47- 0.75% |
$7.99K - $8.87K
|
6.18K
$414K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-50- 0.77% |
$8.5K - $9.44K
|
6.42K
$430K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-57- 0.8% |
$9.69K - $10.8K
|
7.05K
$472K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-64- 3.61% |
$10.9K - $12.1K
|
1.71K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-98- 13.86% |
$16.7K - $18.5K
|
609
$40.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-112- 1.87% |
$19K - $21.1K
|
5.88K
$393K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-124- 9.8% |
$21.1K - $23.4K
|
1.14K
$76.4K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-128- 2.91% |
$21.8K - $24.2K
|
4.27K
$286K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-137- 8.73% |
$23.3K - $25.9K
|
1.43K
$95.9K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-187- 0.49% |
$31.8K - $35.3K
|
37.7K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-299- 24.67% |
$50.8K - $56.4K
|
913
$61.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-305- 5.72% |
$51.8K - $57.6K
|
5.03K
$336K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-466- 11.02% |
$79.2K - $87.9K
|
3.76K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-482- 1.57% |
$81.9K - $91K
|
30.2K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-587- 20.73% |
$99.8K - $111K
|
2.25K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-700- 29.09% |
$119K - $132K
|
1.71K
$114K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-819- 91.1% |
$139K - $155K
|
80
$5.36K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.15K- 22.72% |
$195K - $217K
|
3.91K
$261K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.17K- 21.54% |
$198K - $220K
|
4.25K
$284K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.08K- 29.11% |
$353K - $392K
|
5.05K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.71K- 11.78% |
$1.65M - $1.83M
|
72.7K
$4.87M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.8K- 81.18% |
$1.67M - $1.85M
|
2.27K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.5K- 73.68% |
$3.49M - $3.87M
|
7.33K
$491K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.5K- 82.81% |
$5.19M - $5.76M
|
6.34K
$424K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-46.8K- 64.97% |
$7.96M - $8.84M
|
25.3K
$1.69M
|