A detailed history of Massachusetts Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Massachusetts Wealth Management holds 14,550 shares of IHE stock, worth $1 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
14,550
Previous 14,835 1.92%
Holding current value
$1 Million
Previous $984 Million 4.42%
% of portfolio
0.65%
Previous 0.66%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$65.61 - $72.86 $18,698 - $20,765
-285 Reduced 1.92%
14,550 $1.03 Billion
Q1 2024

Apr 19, 2024

BUY
$66.67 - $208.65 $656,032 - $2.05 Million
9,840 Added 197.0%
14,835 $1.01 Billion
Q4 2023

Jan 24, 2024

SELL
$166.63 - $185.76 $4,998 - $5,572
-30 Reduced 0.6%
4,995 $926 Million
Q3 2023

Oct 24, 2023

SELL
$173.7 - $191.47 $43,425 - $47,867
-250 Reduced 4.74%
5,025 $889 Million
Q2 2023

Aug 03, 2023

BUY
$170.31 - $183.88 $42,577 - $45,970
250 Added 4.98%
5,275 $945 Million
Q1 2023

Apr 26, 2023

SELL
$169.94 - $188.72 $51,831 - $57,559
-305 Reduced 5.72%
5,025 $881 Million
Q4 2022

Feb 16, 2023

BUY
$55.99 - $189.96 $298,426 - $1.01 Million
5,330 New
5,330 $989 Million

Others Institutions Holding IHE

About ISHARES TR


  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
Track This Portfolio

Track Massachusetts Wealth Management Portfolio

Follow Massachusetts Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Massachusetts Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Massachusetts Wealth Management with notifications on news.