Purchases and Sales Made in Q2 2023 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
46.1KNew |
$7.84M - $8.47M
|
46.1K
$3.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.6K+ 625.17% |
$6.75M - $7.29M
|
46K
$3.08M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20.3K+ 95.18% |
$3.46M - $3.73M
|
41.6K
$2.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.2K+ 786.53% |
$3.1M - $3.35M
|
20.5K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.36K+ 586.53% |
$912K - $985K
|
6.27K
$420K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.22K+ 82.54% |
$549K - $593K
|
7.13K
$477K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.77K+ 7.12% |
$471K - $509K
|
41.6K
$2.79M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.58K+ 8.01% |
$439K - $474K
|
34.7K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.37KNew |
$234K - $253K
|
1.37K
$92K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.12KNew |
$191K - $207K
|
1.12K
$75.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1KNew |
$170K - $184K
|
1K
$67K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
800New |
$136K - $147K
|
800
$53.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
466+ 12.38% |
$79.4K - $85.7K
|
4.23K
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
402New |
$68.5K - $73.9K
|
402
$26.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
312+ 8.25% |
$53.1K - $57.4K
|
4.1K
$274K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
300New |
$51.1K - $55.2K
|
300
$20.1K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
281+ 24.63% |
$47.9K - $51.7K
|
1.42K
$95.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
250+ 4.98% |
$42.6K - $46K
|
5.28K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
181+ 12.64% |
$30.8K - $33.3K
|
1.61K
$108K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
158+ 1.16% |
$26.9K - $29.1K
|
13.8K
$922K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
139+ 6.19% |
$23.7K - $25.6K
|
2.38K
$160K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
100New |
$17K - $18.4K
|
100
$6.7K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100New |
$17K - $18.4K
|
100
$6.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
77+ 0.71% |
$13.1K - $14.2K
|
11K
$735K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 7.62% |
$9.54K - $10.3K
|
791
$53K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
54+ 1.6% |
$9.2K - $9.93K
|
3.42K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
13+ 0.32% |
$2.21K - $2.39K
|
4.12K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.23% |
$511 - $552
|
1.33K
$88.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 33.33% |
$341 - $368
|
8
$536
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.08% |
$170 - $184
|
1.23K
$82.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$170 - $184
|
1
$67
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 2.38% |
$170 - $184
|
43
$2.88K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.18% |
$170 - $184
|
564
$37.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-2- 1.89% |
$341 - $368
|
104
$6.96K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-3- 0.87% |
$511 - $552
|
340
$22.8K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4- 0.29% |
$681 - $736
|
1.37K
$91.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 5.68% |
$1.7K - $1.84K
|
166
$11.1K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-15- 23.08% |
$2.55K - $2.76K
|
50
$3.35K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-41- 2.98% |
$6.98K - $7.54K
|
1.33K
$89.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-52- 0.74% |
$8.86K - $9.56K
|
7K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-53- 0.24% |
$9.03K - $9.75K
|
21.8K
$1.46M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-53- 0.24% |
$9.03K - $9.75K
|
21.8K
$1.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-66- 3.22% |
$11.2K - $12.1K
|
1.98K
$133K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-70- 10.97% |
$11.9K - $12.9K
|
568
$38K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-70- 1.09% |
$11.9K - $12.9K
|
6.35K
$425K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-84- 1.36% |
$14.3K - $15.4K
|
6.1K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-118- 5.74% |
$20.1K - $21.7K
|
1.94K
$130K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-156- 4.3% |
$26.6K - $28.7K
|
3.47K
$233K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-204- 11.94% |
$34.7K - $37.5K
|
1.51K
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-275- 38.41% |
$46.8K - $50.6K
|
441
$29.5K
|