Capital Directions Investment Advisors, LLC Ishares Tr Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 14, 2018	SELL	$140.48 - $156.38 $14,047 - $15,638	-100 Closed	0 $0
Q2 2017 Aug 15, 2017	BUY	N/A	100	100 $16,000

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$224 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.2 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$13.8 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.4 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.32 Million
0.01% of portfolio

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About ISHARES TR

Ticker IHE
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