Retirement Planning CO Of New England, Inc. Ishares Tr Transaction History

Retirement Planning CO Of New England, Inc.

$216 Million
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$180.82 - $198.07 $3,616 - $3,961	-20 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$182.18 - $200.3 $3,643 - $4,006	20 New	20 $4,000

Others Institutions Holding IHE

# of Institutions

150

Shares Held

4.79M

Call Options Held

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.98M
Shares

$224 Million
0.08% of portfolio
Morgan Stanley New York, NY

183K
Shares

$13.8 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

138K
Shares

$10.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

122K
Shares

$9.15 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

118K
Shares

$8.86 Million
0.0% of portfolio

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