Purchases and Sales Made in Q3 2023 in Ishares Tr (IHE)

IHE Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr (IHE) during Q3 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
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
36.8K
+ 135.47%
$6.4M - $7.05M
64K $4.29M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
10.1K
+ 74.94%
$1.76M - $1.93M
23.6K $1.58M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
7.34K
New
$1.28M - $1.41M
7.34K $492K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.45K
+ 152.39%
$599K - $660K
5.71K $382K
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
2.14K
New
$372K - $410K
2.14K $143K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.86K
New
$324K - $357K
1.86K $125K
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.82K
+ 8.37%
$316K - $349K
23.6K $1.58M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.75K
+ 15.9%
$303K - $334K
12.7K $852K
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
1.7K
New
$294K - $325K
1.7K $113K
Nov 07, 2023 Q3 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
1.37K
+ 3.94%
$238K - $262K
36.1K $2.42M
Nov 02, 2023 Q3 2023
Steel Peak Wealth Management LLC

BUY
 -
1.17K
New
$203K - $224K
1.17K $78.3K
Oct 24, 2023 Q3 2023
Apexium Financial, LP

BUY
 -
1.14K
New
$199K - $219K
1.14K $76.6K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
844
+ 51.4%
$147K - $162K
2.49K $166K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
652
New
$113K - $125K
652 $43.7K
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
603
New
$105K - $115K
603 $40.4K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
530
+ 0.96%
$92.1K - $101K
55.9K $3.74M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
519
+ 36.5%
$90.2K - $99.4K
1.94K $130K
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
465
+ 7.33%
$80.8K - $89K
6.81K $456K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
225
New
$39.1K - $43.1K
225 $15.1K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
215
New
$37.3K - $41.2K
215 $14.4K
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
145
+ 10.55%
$25.2K - $27.8K
1.52K $102K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
97
+ 28.78%
$16.8K - $18.6K
434 $29.1K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
34
New
$5.91K - $6.51K
34 $2.28K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
20
New
$3.47K - $3.83K
20 $1.34K
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
17
New
$2.95K - $3.25K
17 $1.14K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
15
+ 18.75%
$2.61K - $2.87K
95 $6.36K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
10
+ 0.75%
$1.74K - $1.91K
1.34K $90K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
5
+ 9.26%
$869 - $957
59 $3.95K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-8
Closed
$1.39K - $1.53K
0 $0
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-10
- 0.28%
$1.74K - $1.91K
3.58K $239K
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-16
- 15.38%
$2.78K - $3.06K
88 $5.89K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-22
- 1.64%
$3.82K - $4.21K
1.32K $88.3K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-26
- 0.69%
$4.52K - $4.98K
3.76K $251K
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

SELL
 -
-50
- 1.46%
$8.69K - $9.57K
3.37K $226K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-54
- 1.18%
$9.38K - $10.3K
4.53K $303K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-56
- 7.08%
$9.73K - $10.7K
735 $49.2K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-60
- 3.1%
$10.4K - $11.5K
1.88K $126K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

SELL
 -
-62
- 3.84%
$10.8K - $11.9K
1.55K $104K
Nov 14, 2023 Q3 2023
Truist Financial Corp

SELL
 -
-77
- 1.63%
$13.4K - $14.7K
4.65K $311K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-100
- 23.87%
$17.4K - $19.1K
319 $21.4K
Oct 19, 2023 Q3 2023
Family Firm, Inc.

SELL
 -
-138
- 3.97%
$24K - $26.4K
3.34K $223K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-176
- 7.38%
$30.6K - $33.7K
2.21K $148K
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-195
- 1.23%
$33.9K - $37.3K
15.6K $1.04M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
SELL
 -
-197
- 9.93%
$34.2K - $37.7K
1.79K $120K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-210
- 0.37%
$36.5K - $40.2K
57K $3.81M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

SELL
 -
-234
- 5.53%
$40.6K - $44.8K
4K $268K
Oct 24, 2023 Q3 2023
Massachusetts Wealth Management

North Andover, MA
SELL
 -
-250
- 4.74%
$43.4K - $47.9K
5.03K $336K
Aug 28, 2024 Q3 2023
River Front Investment Group, LLC

Richmond, VA
SELL
 -
-279
- 0.61%
$48.5K - $53.4K
45.8K $3.06M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

SELL
 -
-298
- 2.79%
$51.8K - $57.1K
10.4K $696K

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