Calton & Associates, Inc. Ishares Tr Transaction History

Calton & Associates, Inc.

$193 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$144.38 - $165.42 $8,374 - $9,594	-58 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$149.13 - $160.77 $8,649 - $9,324	58	58 $9,000

Others Institutions Holding IHE

# of Institutions

152

Shares Held

5.91M

Call Options Held

6.2K

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.44M
Shares

$241 Million
0.1% of portfolio
Mc Elhenny Sheffield Capital Management, LLC

286K
Shares

$20 Million
6.56% of portfolio
Morgan Stanley New York, NY

243K
Shares

$17 Million
0.0% of portfolio
Aptus Capital Advisors, LLC

183K
Shares

$12.8 Million
0.23% of portfolio
Rockport Wealth LLC Fairview Park, OH

182K
Shares

$12.7 Million
5.1% of portfolio

About ISHARES TR

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