Institute For Wealth Management, Llc. Ishares Tr Transaction History

Institute For Wealth Management, Llc.

  • $929 Million
  • Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 10,565 shares of IHE stock, worth $783,711. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,565
Previous 11,198 5.65%
Holding current value
$783,711
Previous $733,000 4.5%
% of portfolio
0.08%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$65.74 - $72.56 $41,613 - $45,930
-633 Reduced 5.65%
10,565 $766,000
Q2 2025

Jul 18, 2025
SELL
$61.0 - $68.22 $5,185 - $5,798
-85 Reduced 0.75%
11,198 $733,000
Q1 2025

Apr 21, 2025
BUY
$65.36 - $72.85 $19,019 - $21,199
291 Added 2.65%
11,283 $796,000
Q4 2024

Jan 23, 2025
SELL
$65.15 - $71.86 $2,280 - $2,515
-35 Reduced 0.32%
10,992 $722,000
Q3 2024

Nov 12, 2024
BUY
$65.61 - $72.86 $6,232 - $6,921
95 Added 0.87%
11,027 $778,000
Q2 2024

Jul 25, 2024
BUY
$62.73 - $67.4 $7,590 - $8,155
121 Added 1.12%
10,932 $725,000
Q1 2024

Apr 30, 2024
BUY
$66.67 - $208.65 $478,223 - $1.5 Million
7,173 Added 197.17%
10,811 $734,000
Q4 2023

Jan 31, 2024
BUY
$166.63 - $185.76 $44,656 - $49,783
268 Added 7.95%
3,638 $674,000
Q3 2023

Oct 13, 2023
SELL
$173.7 - $191.47 $8,685 - $9,573
-50 Reduced 1.46%
3,370 $596,000
Q2 2023

Jul 25, 2023
BUY
$170.31 - $183.88 $9,196 - $9,929
54 Added 1.6%
3,420 $612,000
Q1 2023

Apr 20, 2023
SELL
$169.94 - $188.72 $6,967 - $7,737
-41 Reduced 1.2%
3,366 $589,000
Q4 2022

Feb 02, 2023
BUY
$55.99 - $189.96 $30,010 - $101,818
536 Added 18.67%
3,407 $634,000
Q3 2022

Oct 18, 2022
BUY
$56.37 - $195.56 $2,198 - $7,626
39 Added 1.38%
2,871 $487,000
Q2 2022

Jul 25, 2022
BUY
$178.46 - $201.82 $77,094 - $87,186
432 Added 18.0%
2,832 $543,000
Q1 2022

Apr 29, 2022
BUY
$180.82 - $198.07 $60,032 - $65,759
332 Added 16.05%
2,400 $466,000
Q4 2021

Jan 21, 2022
BUY
$182.18 - $200.3 $94,733 - $104,156
520 Added 33.59%
2,068 $413,000
Q3 2021

Nov 15, 2021
BUY
$183.15 - $198.47 $283,516 - $307,231
1,548 New
1,548 $283,000

Others Institutions Holding IHE

# of Institutions
150
Shares Held
4.78M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IHE Quotes by TradingView
  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
Track This Portfolio

Track Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email