Allworth Financial LP Ishares Tr Transaction History

Allworth Financial LP

$17.3 Billion
Q4 2024

A detailed history of Allworth Financial LP transactions in Ishares Tr stock. As of the latest transaction made, Allworth Financial LP holds 1,430 shares of IHE stock, worth $103,560. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,430

Previous 1,853 22.83%

Holding current value

$103,560

Previous $130,000 28.46%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

166

Shares Held

5.61M

Call Options Held

100

Put Options Held

View Full List

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

More about IHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Account

Allworth Financial LP Ishares Tr Transaction History