Purchases and Sales Made in Q4 2019 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q4 2019. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2020
Q4 2019
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
43.6K+ 1029.54% |
$5.98M - $7.05M
|
47.8K
$3.2M
|
|
|
Feb 14, 2020
Q4 2019
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.7K+ 229.59% |
$3.94M - $4.64M
|
41.2K
$2.76M
|
|
|
Feb 13, 2020
Q4 2019
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
22.4KNew |
$3.08M - $3.63M
|
22.4K
$1.5M
|
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
5.01KNew |
$688K - $810K
|
5.01K
$335K
|
|
|
Feb 14, 2020
Q4 2019
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.89KNew |
$672K - $791K
|
4.89K
$328K
|
|
|
Feb 14, 2020
Q4 2019
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.98K+ 199.5% |
$547K - $644K
|
5.98K
$400K
|
|
|
Jan 21, 2020
Q4 2019
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.51KNew |
$207K - $244K
|
1.51K
$101K
|
|
|
Jan 17, 2020
Q4 2019
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.46K+ 21.89% |
$201K - $236K
|
8.13K
$544K
|
|
|
Feb 14, 2020
Q4 2019
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.38KNew |
$190K - $223K
|
1.38K
$92.4K
|
|
|
Jan 24, 2020
Q4 2019
|
Stone X Group Inc.
|
BUY
|
- |
1.36KNew |
$187K - $220K
|
1.36K
$91.1K
|
|
|
Feb 10, 2020
Q4 2019
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.36KNew |
$187K - $220K
|
1.36K
$90.9K
|
|
|
Feb 10, 2020
Q4 2019
|
Private Advisor Group, LLC
|
BUY
|
- |
1.29KNew |
$177K - $209K
|
1.29K
$86.5K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
BUY
|
- |
726+ 7.91% |
$99.7K - $117K
|
9.9K
$663K
|
|
|
Feb 27, 2020
Q4 2019
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
500New |
$68.7K - $80.9K
|
500
$33.5K
|
|
|
Feb 14, 2020
Q4 2019
|
Arkadios Wealth Advisors
|
BUY
|
- |
465New |
$63.9K - $75.2K
|
465
$31.1K
|
|
|
Jan 23, 2020
Q4 2019
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
339New |
$46.6K - $54.8K
|
339
$22.7K
|
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
336New |
$46.1K - $54.3K
|
336
$22.5K
|
|
|
Feb 14, 2020
Q4 2019
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
316+ 11.71% |
$43.4K - $51.1K
|
3.02K
$202K
|
|
|
Feb 27, 2020
Q4 2019
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
253New |
$34.7K - $40.9K
|
253
$16.9K
|
|
|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
219+ 3.05% |
$30.1K - $35.4K
|
7.4K
$495K
|
|
|
Sep 07, 2021
Q4 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
213+ 138.31% |
$29.3K - $34.5K
|
367
$24.6K
|
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
BUY
|
- |
203+ 12.28% |
$27.9K - $32.8K
|
1.86K
$124K
|
|
|
Feb 13, 2020
Q4 2019
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
170+ 212.5% |
$23.3K - $27.5K
|
250
$16.7K
|
|
|
Jan 27, 2020
Q4 2019
|
Duncker Streett & CO Inc
|
BUY
|
- |
100New |
$13.7K - $16.2K
|
100
$6.7K
|
|
|
Jan 17, 2020
Q4 2019
|
Ifp Advisors, Inc
|
BUY
|
- |
75+ 34.25% |
$10.3K - $12.1K
|
294
$19.7K
|
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
74+ 9.07% |
$10.2K - $12K
|
890
$59.6K
|
|
|
May 19, 2020
Q4 2019
|
Tru Independence LLC
|
BUY
|
- |
60New |
$8.24K - $9.71K
|
60
$4.02K
|
|
|
Feb 14, 2020
Q4 2019
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
54+ 0.76% |
$7.42K - $8.73K
|
7.17K
$480K
|
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43+ 2.84% |
$5.91K - $6.96K
|
1.56K
$104K
|
|
|
Jan 27, 2020
Q4 2019
|
True Private Wealth Advisors
|
BUY
|
- |
40New |
$5.49K - $6.47K
|
40
$2.68K
|
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
39+ 22.03% |
$5.36K - $6.31K
|
216
$14.5K
|
|
|
Feb 14, 2020
Q4 2019
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38+ 2.19% |
$5.22K - $6.15K
|
1.77K
$119K
|
|
|
Feb 11, 2020
Q4 2019
|
Atlas Private Wealth Management
|
BUY
|
- |
36New |
$4.94K - $5.82K
|
36
$2.41K
|
|
|
Feb 14, 2020
Q4 2019
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
35New |
$4.81K - $5.66K
|
35
$2.34K
|
|
|
Jan 27, 2020
Q4 2019
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
30New |
$4.12K - $4.85K
|
30
$2.01K
|
|
|
Feb 05, 2020
Q4 2019
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
29+ 13.55% |
$3.98K - $4.69K
|
243
$16.3K
|
|
|
Feb 10, 2020
Q4 2019
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10New |
$1.37K - $1.62K
|
10
$670
|
|
|
Jan 29, 2020
Q4 2019
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7+ 0.18% |
$961 - $1.13K
|
3.85K
$258K
|
|
|
Feb 13, 2020
Q4 2019
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5+ 0.07% |
$687 - $809
|
7.49K
$501K
|
|
|
Aug 30, 2021
Q4 2019
|
Retirement Group, LLC
|
BUY
|
- |
4New |
$549 - $647
|
4
$268
|
|
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3+ 0.78% |
$412 - $485
|
389
$26K
|
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3New |
$412 - $485
|
3
$201
|
|
|
Feb 07, 2020
Q4 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.26% |
$137 - $162
|
387
$25.9K
|
|
|
Feb 10, 2020
Q4 2019
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-15- 0.47% |
$2.06K - $2.43K
|
3.19K
$214K
|
|
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-18- 36.0% |
$2.47K - $2.91K
|
32
$2.14K
|
|
|
Jan 30, 2020
Q4 2019
|
Parallel Advisors, LLC
|
SELL
|
- |
-26Closed |
$3.57K - $4.21K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Family Firm, Inc.
|
SELL
|
- |
-45- 1.26% |
$6.18K - $7.28K
|
3.54K
$237K
|
|
|
Jan 24, 2020
Q4 2019
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-80- 2.91% |
$11K - $12.9K
|
2.67K
$179K
|
|
|
Feb 14, 2020
Q4 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-81- 2.63% |
$11.1K - $13.1K
|
3K
$201K
|
|
|
Feb 05, 2020
Q4 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-98Closed |
$13.5K - $15.9K
|
0
$0
|