Purchases and Sales Made in Q4 2020 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 16, 2021
Q4 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34.7K+ 1325.21% |
$5.52M - $6.23M
|
37.3K
$2.46M
|
|
Feb 09, 2021
Q4 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.26K+ 52.13% |
$1.15M - $1.3M
|
21.2K
$1.4M
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.78K+ 31.68% |
$919K - $1.04M
|
24K
$1.58M
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.62KNew |
$894K - $1.01M
|
5.62K
$370K
|
|
Jan 29, 2021
Q4 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.15K+ 80.88% |
$660K - $745K
|
9.28K
$612K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.87K+ 18.51% |
$615K - $694K
|
24.8K
$1.63M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.77KNew |
$282K - $318K
|
1.77K
$117K
|
|
Feb 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
1.75K+ 932.98% |
$279K - $315K
|
1.94K
$128K
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.75KNew |
$278K - $314K
|
1.75K
$115K
|
|
Feb 16, 2021
Q4 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.64K+ 11.33% |
$261K - $295K
|
16.1K
$1.06M
|
|
Feb 09, 2021
Q4 2020
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.22KNew |
$194K - $218K
|
1.22K
$80.2K
|
|
Jan 27, 2021
Q4 2020
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.21KNew |
$192K - $216K
|
1.21K
$79.4K
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
BUY
|
- |
1.18KNew |
$187K - $211K
|
1.18K
$77.4K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15KNew |
$183K - $207K
|
1.15K
$75.8K
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.09K+ 178.65% |
$173K - $195K
|
1.7K
$112K
|
|
Feb 02, 2021
Q4 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.09K+ 12.11% |
$173K - $195K
|
10K
$662K
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
- |
1.07K+ 9.4% |
$169K - $191K
|
12.4K
$817K
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
869New |
$138K - $156K
|
869
$57.2K
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
826+ 12.89% |
$131K - $148K
|
7.23K
$476K
|
|
Jan 29, 2021
Q4 2020
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
755New |
$120K - $135K
|
755
$49.7K
|
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
565New |
$89.8K - $101K
|
565
$37.2K
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
490New |
$77.9K - $87.9K
|
490
$32.3K
|
|
Feb 16, 2021
Q4 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
429+ 18.36% |
$68.2K - $77K
|
2.77K
$182K
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
405New |
$64.4K - $72.7K
|
405
$26.7K
|
|
Feb 12, 2021
Q4 2020
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
402+ 12.15% |
$63.9K - $72.1K
|
3.71K
$244K
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
117+ 5.94% |
$18.6K - $21K
|
2.09K
$138K
|
|
Feb 12, 2021
Q4 2020
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
109New |
$17.3K - $19.6K
|
109
$7.18K
|
|
Jan 26, 2021
Q4 2020
|
Ironwood Financial, LLC
|
BUY
|
- |
87+ 725.0% |
$13.8K - $15.6K
|
99
$6.52K
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65+ 0.39% |
$10.3K - $11.7K
|
16.9K
$1.11M
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
54New |
$8.59K - $9.69K
|
54
$3.56K
|
|
Feb 09, 2021
Q4 2020
|
Arkadios Wealth Advisors
|
BUY
|
- |
36+ 7.69% |
$5.72K - $6.46K
|
504
$33.2K
|
|
Jan 22, 2021
Q4 2020
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21New |
$3.34K - $3.77K
|
21
$1.38K
|
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
18+ 2.65% |
$2.86K - $3.23K
|
698
$46K
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
12+ 3.27% |
$1.91K - $2.15K
|
379
$25K
|
|
Feb 16, 2021
Q4 2020
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.31% |
$1.91K - $2.15K
|
3.94K
$260K
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7+ 0.05% |
$1.11K - $1.26K
|
15.1K
$994K
|
|
Feb 17, 2021
Q4 2020
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.07% |
$795 - $897
|
7.09K
$467K
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.1% |
$318 - $359
|
2.1K
$139K
|
|
Feb 08, 2021
Q4 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.18% |
$159 - $179
|
561
$37K
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.21% |
$159 - $179
|
475
$31.3K
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
1+ 0.07% |
$159 - $179
|
1.51K
$99.7K
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.27% |
$159 - $179
|
368
$24.2K
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10- 0.28% |
$1.59K - $1.79K
|
3.62K
$238K
|
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17Closed |
$2.7K - $3.05K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22- 1.24% |
$3.5K - $3.95K
|
1.76K
$116K
|
|
Feb 02, 2021
Q4 2020
|
Simplex Trading, LLC
|
SELL
|
- |
-24Closed |
$3.82K - $4.31K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-39- 1.75% |
$6.2K - $7K
|
2.19K
$145K
|
|
Jan 19, 2021
Q4 2020
|
Patten & Patten Inc
|
SELL
|
- |
-50- 0.81% |
$7.95K - $8.97K
|
6.12K
$403K
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-80Closed |
$12.7K - $14.4K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-81Closed |
$12.9K - $14.5K
|
0
$0
|