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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
356+ 11.01% |
$23.2K - $25.6K
|
3.59K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
321+ 3.16% |
$20.9K - $23.1K
|
10.5K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
293+ 7.07% |
$19.1K - $21.1K
|
4.44K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
261+ 1.95% |
$17K - $18.8K
|
13.7K
$957K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
261+ 4.05% |
$17K - $18.8K
|
6.7K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
258+ 230.36% |
$16.8K - $18.5K
|
370
$25.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
189New |
$12.3K - $13.6K
|
189
$13.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
171+ 3.52% |
$11.1K - $12.3K
|
5.03K
$352K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
99New |
$6.45K - $7.11K
|
99
$6.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
93New |
$6.06K - $6.68K
|
93
$6.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
87New |
$5.67K - $6.25K
|
87
$6.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
55New |
$3.58K - $3.95K
|
55
$3.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
40+ 0.32% |
$2.61K - $2.87K
|
12.7K
$887K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
31+ 0.31% |
$2.02K - $2.23K
|
10.1K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25+ 0.12% |
$1.63K - $1.8K
|
20.2K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23New |
$1.5K - $1.65K
|
23
$1.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21+ 0.53% |
$1.37K - $1.51K
|
4.01K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.26% |
$652 - $719
|
3.91K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7+ 0.58% |
$456 - $503
|
1.21K
$84.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.14% |
$326 - $359
|
3.47K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 0.29% |
$261 - $287
|
1.39K
$97.5K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-12- 52.17% |
$782 - $862
|
11
$771
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-28- 6.39% |
$1.82K - $2.01K
|
410
$28.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-29- 10.62% |
$1.89K - $2.08K
|
244
$17.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-35- 0.32% |
$2.28K - $2.52K
|
11K
$770K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-48- 1.55% |
$3.13K - $3.45K
|
3.06K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-90- 0.62% |
$5.86K - $6.47K
|
14.5K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-103- 2.92% |
$6.71K - $7.4K
|
3.42K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-145- 1.21% |
$9.45K - $10.4K
|
11.8K
$830K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-157- 4.28% |
$10.2K - $11.3K
|
3.51K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-207- 3.88% |
$13.5K - $14.9K
|
5.13K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-375- 69.06% |
$24.4K - $26.9K
|
168
$11.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-398- 10.07% |
$25.9K - $28.6K
|
3.56K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-423- 22.83% |
$27.6K - $30.4K
|
1.43K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-533- 58.25% |
$34.7K - $38.3K
|
382
$26.8K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-567- 9.55% |
$36.9K - $40.7K
|
5.37K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-831- 27.54% |
$54.1K - $59.7K
|
2.19K
$153K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 7.7% |
$75.7K - $83.5K
|
13.9K
$976K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.16K- 3.15% |
$75.8K - $83.6K
|
35.7K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.32K- 4.63% |
$85.9K - $94.8K
|
27.2K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.46K- 23.44% |
$94.8K - $105K
|
4.75K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.49K- 2.43% |
$97.2K - $107K
|
59.9K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.75K- 20.14% |
$114K - $125K
|
6.92K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.41K- 2.55% |
$157K - $173K
|
92K
$6.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.47K- 99.44% |
$161K - $177K
|
14
$981
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.61K- 19.4% |
$170K - $187K
|
10.8K
$759K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.95K- 7.27% |
$192K - $212K
|
37.6K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8.32K- 92.8% |
$542K - $598K
|
645
$45.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.21K- 10.18% |
$600K - $662K
|
81.2K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-24.7K- 87.39% |
$1.61M - $1.77M
|
3.56K
$249K
|