Carl P. Sherr & Co., LLC Ishares Tr Transaction History

Carl P. Sherr & Co., LLC

$208 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 13, 2021	SELL	$171.78 - $186.35 $210,774 - $228,651	-1,227 Closed	0 $0
Q3 2020 Oct 19, 2020	BUY	$154.14 - $168.25 $189,129 - $206,442	1,227 New	1,227 $201,000

Others Institutions Holding IHE

# of Institutions

161

Shares Held

4.69M

Call Options Held

0

Put Options Held

4.2K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.89M
Shares

$232 Million
0.08% of portfolio
Morgan Stanley New York, NY

188K
Shares

$15.1 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

146K
Shares

$11.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

115K
Shares

$9.21 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

114K
Shares

$9.11 Million
0.0% of portfolio

About ISHARES TR

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