Capital Analysts, LLC Ishares Tr Transaction History

Capital Analysts, LLC

$2.26 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$243.41 - $265.01 $111,481 - $121,374	458 New	458 $120,000
Q4 2022 Feb 08, 2023	BUY	$50.76 - $279.24 $4,517 - $24,852	89 New	89 $24,000

Others Institutions Holding IHF

# of Institutions

220

Shares Held

6.56M

Call Options Held

7.4K

Put Options Held

18.8K

Morgan Stanley New York, NY

793K
Shares

$43.4 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

785K
Shares

$42.9 Million
0.1% of portfolio
Goldman Sachs Group Inc New York, NY

418K
Shares

$22.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

404K
Shares

$22.1 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

336K
Shares

$18.4 Million
0.86% of portfolio

About ISHARES TR

Ticker IHF
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