Purchases and Sales Made in Q2 2024 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
156+ 10.14% |
$9.79K - $10.5K
|
1.69K
$113K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$9.41K - $10.1K
|
150
$10K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
131+ 2.04% |
$8.22K - $8.83K
|
6.56K
$439K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
121+ 1.12% |
$7.59K - $8.16K
|
10.9K
$732K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78New |
$4.89K - $5.26K
|
78
$5.22K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
75New |
$4.7K - $5.06K
|
75
$5.02K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
72New |
$4.52K - $4.85K
|
72
$4.82K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
56+ 0.45% |
$3.51K - $3.77K
|
12.6K
$840K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52New |
$3.26K - $3.5K
|
52
$3.48K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
44+ 0.44% |
$2.76K - $2.97K
|
9.97K
$668K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16+ 0.72% |
$1K - $1.08K
|
2.24K
$150K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15+ 0.45% |
$941 - $1.01K
|
3.38K
$226K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
10+ 0.29% |
$627 - $674
|
3.51K
$235K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7+ 0.18% |
$439 - $472
|
3.91K
$262K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.2% |
$439 - $472
|
3.46K
$231K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6+ 0.44% |
$376 - $404
|
1.38K
$92.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$125 - $135
|
3.81K
$255K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$62.7 - $67.4
|
3.37K
$226K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.39% |
$62.7 - $67.4
|
257
$17.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18- 5.66% |
$1.13K - $1.21K
|
300
$20.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-70- 17.07% |
$4.39K - $4.72K
|
340
$22.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-70- 5.5% |
$4.39K - $4.72K
|
1.2K
$80.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-89- 0.86% |
$5.58K - $6K
|
10.2K
$686K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-105Closed |
$6.59K - $7.08K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-115- 2.91% |
$7.21K - $7.75K
|
3.84K
$257K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-165Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-209- 4.09% |
$13.1K - $14.1K
|
4.91K
$329K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-222- 56.06% |
$13.9K - $15K
|
174
$11.6K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-324- 7.79% |
$20.3K - $21.8K
|
3.83K
$257K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-361- 2.16% |
$22.6K - $24.3K
|
16.3K
$1.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-480- 74.77% |
$30.1K - $32.4K
|
162
$10.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-480- 10.96% |
$30.1K - $32.4K
|
3.9K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-586- 2.78% |
$36.8K - $39.5K
|
20.5K
$1.37M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-703- 6.9% |
$44.1K - $47.4K
|
9.49K
$635K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-808- 6.67% |
$50.7K - $54.5K
|
11.3K
$757K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-909- 17.15% |
$57K - $61.3K
|
4.39K
$294K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-989- 13.54% |
$62K - $66.7K
|
6.32K
$423K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2K- 5.21% |
$125K - $135K
|
36.4K
$2.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.42K- 19.39% |
$152K - $163K
|
10.1K
$674K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.63K- 2.71% |
$165K - $177K
|
94.4K
$6.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.77K- 4.42% |
$174K - $187K
|
59.9K
$4.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.97K- 5.57% |
$186K - $200K
|
50.4K
$3.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.01K- 6.78% |
$189K - $203K
|
41.4K
$2.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.61K- 87.46% |
$352K - $378K
|
805
$53.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.42K- 53.23% |
$403K - $433K
|
5.65K
$378K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-7.43K- 63.48% |
$466K - $500K
|
4.27K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.51K- 5.74% |
$596K - $641K
|
156K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.5K- 44.91% |
$1.22M - $1.31M
|
23.9K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24K- 21.89% |
$1.51M - $1.62M
|
85.7K
$5.74M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.1K- 79.54% |
$2.27M - $2.43M
|
9.29K
$622K
|