Allworth Financial LP Ishares Tr Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

A detailed history of Allworth Financial LP transactions in Ishares Tr stock. As of the latest transaction made, Allworth Financial LP holds 1,538 shares of IHE stock, worth $114,088. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,538

Previous 1,430 7.55%

Holding current value

$114,088

Previous $100,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$61.0 - $68.22 $6,588 - $7,367	108 Added 7.55%	1,538 $100,000
Q4 2024 Jan 30, 2025	SELL	$65.15 - $71.86 $27,558 - $30,396	-423 Reduced 22.83%	1,430 $93,000
Q3 2024 Oct 23, 2024	BUY	$65.61 - $72.86 $10,431 - $11,584	159 Added 9.39%	1,853 $130,000
Q2 2024 Jul 23, 2024	BUY	$62.73 - $67.4 $9,785 - $10,514	156 Added 10.14%	1,694 $112,000
Q1 2024 Apr 25, 2024	BUY	$66.67 - $208.65 $68,336 - $213,866	1,025 Added 199.81%	1,538 $104,000
Q3 2022 Oct 18, 2022	BUY	$56.37 - $195.56 $56 - $195	1 Added 0.2%	513 $87,000
Q1 2022 Apr 22, 2022	SELL	$180.82 - $198.07 $6,690 - $7,328	-37 Reduced 6.74%	512 $99,000
Q3 2021 Nov 02, 2021	BUY	$183.15 - $198.47 $34,615 - $37,510	189 Added 52.5%	549 $101,000
Q1 2021 Apr 29, 2021	BUY	$171.78 - $186.35 $61,840 - $67,086	360 New	360 $64,000

Others Institutions Holding IHE

# of Institutions

152

Shares Held

4.79M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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Allworth Financial LP Ishares Tr Transaction History