Purchases and Sales Made in Q4 2024 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
58.3KNew |
$3.8M - $4.19M
|
58.3K
$3.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
14.7KNew |
$959K - $1.06M
|
14.7K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.22KNew |
$209K - $231K
|
3.22K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 48.17% |
$114K - $126K
|
5.39K
$366K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
906+ 24.74% |
$59K - $65.1K
|
4.57K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
675+ 14.99% |
$44K - $48.5K
|
5.18K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
660New |
$43K - $47.4K
|
660
$44.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
356+ 11.01% |
$23.2K - $25.6K
|
3.59K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
261+ 4.05% |
$17K - $18.8K
|
6.7K
$456K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
99New |
$6.45K - $7.11K
|
99
$6.73K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7+ 0.58% |
$456 - $503
|
1.21K
$82.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.14% |
$326 - $359
|
3.47K
$236K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 0.29% |
$261 - $287
|
1.39K
$94.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-35- 0.32% |
$2.28K - $2.52K
|
11K
$747K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-567- 9.55% |
$36.9K - $40.7K
|
5.37K
$365K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.75K- 20.14% |
$114K - $125K
|
6.92K
$471K
|