Massachusetts Wealth Management Ishares Tr Transaction History

Massachusetts Wealth Management

$159 Billion
Q3 2024

A detailed history of Massachusetts Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Massachusetts Wealth Management holds 14,550 shares of IHE stock, worth $962,337. This represents 0.65% of its overall portfolio holdings.

Number of Shares

14,550

Previous 14,835 1.92%

Holding current value

$962,337

Previous $984 Million 4.42%

% of portfolio

0.65%

Previous 0.66%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$65.61 - $72.86 $18,698 - $20,765	-285 Reduced 1.92%	14,550 $1.03 Billion
Q1 2024 Apr 19, 2024	BUY	$66.67 - $208.65 $656,032 - $2.05 Million	9,840 Added 197.0%	14,835 $1.01 Billion
Q4 2023 Jan 24, 2024	SELL	$166.63 - $185.76 $4,998 - $5,572	-30 Reduced 0.6%	4,995 $926 Million
Q3 2023 Oct 24, 2023	SELL	$173.7 - $191.47 $43,425 - $47,867	-250 Reduced 4.74%	5,025 $889 Million
Q2 2023 Aug 03, 2023	BUY	$170.31 - $183.88 $42,577 - $45,970	250 Added 4.98%	5,275 $945 Million
Q1 2023 Apr 26, 2023	SELL	$169.94 - $188.72 $51,831 - $57,559	-305 Reduced 5.72%	5,025 $881 Million
Q4 2022 Feb 16, 2023	BUY	$55.99 - $189.96 $298,426 - $1.01 Million	5,330 New	5,330 $989 Million

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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Massachusetts Wealth Management Ishares Tr Transaction History