Purchases and Sales Made in Q3 2020 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.5K+ 2913.75% |
$3.46M - $3.78M
|
23.2K
$1.53M
|
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.65K+ 16.76% |
$1.02M - $1.12M
|
46.3K
$3.05M
|
|
|
Nov 16, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.74KNew |
$730K - $797K
|
4.74K
$312K
|
|
|
Nov 05, 2020
Q3 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.09K+ 28.49% |
$476K - $519K
|
13.9K
$917K
|
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.39KNew |
$368K - $402K
|
2.39K
$157K
|
|
|
Nov 06, 2020
Q3 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.15K+ 54.75% |
$331K - $361K
|
6.06K
$399K
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.1KNew |
$324K - $353K
|
2.1K
$138K
|
|
|
Oct 30, 2020
Q3 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.44K+ 9.32% |
$221K - $241K
|
16.8K
$1.11M
|
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
BUY
|
- |
1.38K+ 27.43% |
$213K - $232K
|
6.41K
$422K
|
|
|
Oct 19, 2020
Q3 2020
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.23KNew |
$189K - $206K
|
1.23K
$80.8K
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
609New |
$93.9K - $102K
|
609
$40.1K
|
|
|
Nov 06, 2020
Q3 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
453New |
$69.8K - $76.2K
|
453
$29.8K
|
|
|
Nov 06, 2020
Q3 2020
|
Advisory Alpha, LLC
|
BUY
|
- |
363New |
$56K - $61.1K
|
363
$23.9K
|
|
|
Nov 05, 2020
Q3 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
273+ 1.84% |
$42.1K - $45.9K
|
15.1K
$994K
|
|
|
Nov 12, 2020
Q3 2020
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
273New |
$42.1K - $45.9K
|
273
$18K
|
|
|
Nov 09, 2020
Q3 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
252+ 1.4% |
$38.8K - $42.4K
|
18.2K
$1.2M
|
|
|
Nov 13, 2020
Q3 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
222+ 65.68% |
$34.2K - $37.4K
|
560
$36.9K
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
195+ 10.98% |
$30.1K - $32.8K
|
1.97K
$130K
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
188New |
$29K - $31.6K
|
188
$12.4K
|
|
|
Nov 06, 2020
Q3 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
85+ 22.79% |
$13.1K - $14.3K
|
458
$30.2K
|
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
80New |
$12.3K - $13.5K
|
80
$5.27K
|
|
|
Oct 14, 2020
Q3 2020
|
Simplex Trading, LLC
|
BUY
|
- |
24New |
$3.7K - $4.04K
|
24
$1.58K
|
|
|
Nov 04, 2020
Q3 2020
|
Family Firm, Inc.
|
BUY
|
- |
18+ 0.46% |
$2.77K - $3.03K
|
3.95K
$260K
|
|
|
Nov 16, 2020
Q3 2020
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.43% |
$2.62K - $2.86K
|
3.93K
$259K
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17New |
$2.62K - $2.86K
|
17
$1.12K
|
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
BUY
|
- |
13+ 0.92% |
$2K - $2.19K
|
1.43K
$94.2K
|
|
|
Nov 03, 2020
Q3 2020
|
Ironwood Financial, LLC
|
BUY
|
- |
12New |
$1.85K - $2.02K
|
12
$791
|
|
|
Nov 12, 2020
Q3 2020
|
Ubs Group Ag
|
BUY
|
- |
10+ 0.09% |
$1.54K - $1.68K
|
11.3K
$747K
|
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
9+ 225.0% |
$1.39K - $1.51K
|
13
$856
|
|
|
Oct 13, 2020
Q3 2020
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7New |
$1.08K - $1.18K
|
7
$461
|
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3+ 0.77% |
$462 - $505
|
394
$26K
|
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.48% |
$154 - $168
|
210
$13.8K
|
|
|
Nov 05, 2020
Q3 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.41% |
$154 - $168
|
246
$16.2K
|
|
|
Nov 16, 2020
Q3 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$154 - $168
|
3.44K
$227K
|
|
|
Nov 10, 2020
Q3 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.21% |
$154 - $168
|
468
$30.8K
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1Closed |
$154 - $168
|
0
$0
|
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-9- 69.23% |
$1.39K - $1.51K
|
4
$264
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15Closed |
$2.31K - $2.52K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20- 0.22% |
$3.08K - $3.37K
|
8.96K
$590K
|
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-24- 4.82% |
$3.7K - $4.04K
|
474
$31.2K
|
|
|
Oct 08, 2020
Q3 2020
|
Patten & Patten Inc
|
SELL
|
- |
-32- 0.52% |
$4.93K - $5.38K
|
6.17K
$406K
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-50- 6.5% |
$7.71K - $8.41K
|
719
$47.4K
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-95- 2.55% |
$14.6K - $16K
|
3.63K
$239K
|
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-105- 5.57% |
$16.2K - $17.7K
|
1.78K
$117K
|
|
|
Oct 27, 2020
Q3 2020
|
Spinnaker Trust
|
SELL
|
- |
-119- 1.53% |
$18.3K - $20K
|
7.65K
$504K
|
|
|
Nov 17, 2020
Q3 2020
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-121- 1.68% |
$18.7K - $20.4K
|
7.08K
$467K
|
|
|
Nov 16, 2020
Q3 2020
|
Brown Advisory Inc
|
SELL
|
- |
-183- 0.45% |
$28.2K - $30.8K
|
40.7K
$2.68M
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-219- 12.64% |
$33.8K - $36.8K
|
1.51K
$99.7K
|
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-260Closed |
$40.1K - $43.7K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-286- 7.37% |
$44.1K - $48.1K
|
3.6K
$237K
|