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 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-362- 13.8% |
$61.7K - $66.6K
|
2.26K
$151K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-376- 7.37% |
$64K - $69.1K
|
4.73K
$316K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-431- 1.5% |
$73.4K - $79.3K
|
28.3K
$1.89M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-466- 10.97% |
$79.4K - $85.7K
|
3.78K
$253K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-529- 10.34% |
$90.1K - $97.3K
|
4.59K
$307K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-808- 2.89% |
$138K - $149K
|
27.2K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.09K- 6.44% |
$185K - $200K
|
15.8K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.29K- 5.1% |
$220K - $237K
|
24K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3K- 6.55% |
$511K - $551K
|
42.8K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.46K- 67.84% |
$590K - $637K
|
1.64K
$110K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.72K- 20.45% |
$634K - $685K
|
14.5K
$970K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.1K- 96.23% |
$699K - $755K
|
161
$10.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-4.7K- 12.69% |
$801K - $864K
|
32.3K
$2.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.86K- 31.26% |
$828K - $894K
|
10.7K
$716K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.58K- 10.32% |
$1.12M - $1.21M
|
57.2K
$3.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.3K- 19.38% |
$1.24M - $1.34M
|
30.4K
$2.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.64K- 88.83% |
$1.3M - $1.4M
|
961
$64.3K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.8K- 68.49% |
$1.33M - $1.43M
|
3.59K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.1K- 49.98% |
$2.57M - $2.77M
|
15.1K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.3K- 23.8% |
$2.95M - $3.18M
|
55.4K
$3.71M
|