Assetmark, Inc Ishares Tr Transaction History

Assetmark, Inc

$32.1 Billion
Q2 2024

A detailed history of Assetmark, Inc transactions in Ishares Tr stock. As of the latest transaction made, Assetmark, Inc holds 216 shares of IHE stock, worth $15,217. This represents 0.0% of its overall portfolio holdings.

Number of Shares

216

Holding current value

$15,217

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$62.73 - $67.4 $13,549 - $14,558	216 New	216 $14,000
Q3 2023 Oct 27, 2023	BUY	$173.7 - $191.47 $5,905 - $6,509	34 New	34 $6,000
Q2 2017 Aug 15, 2017	SELL	N/A	-16 Closed	0 $0
Q1 2017 Sep 15, 2017	BUY	N/A	16	16 $2,000

Others Institutions Holding IHE

# of Institutions

152

Shares Held

5.91M

Call Options Held

6.2K

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.44M
Shares

$242 Million
0.1% of portfolio
Mc Elhenny Sheffield Capital Management, LLC

286K
Shares

$20.1 Million
6.56% of portfolio
Morgan Stanley New York, NY

243K
Shares

$17.2 Million
0.0% of portfolio
Aptus Capital Advisors, LLC

183K
Shares

$12.9 Million
0.23% of portfolio
Rockport Wealth LLC Fairview Park, OH

182K
Shares

$12.8 Million
5.1% of portfolio

View Full List

About ISHARES TR

Ticker IHE
Sector ETFs
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