Rockport Wealth LLC Ishares Tr Transaction History

Rockport Wealth LLC

$237 Billion
Q2 2024

A detailed history of Rockport Wealth LLC transactions in Ishares Tr stock. As of the latest transaction made, Rockport Wealth LLC holds 182,315 shares of IHE stock, worth $13.1 Million. This represents 5.1% of its overall portfolio holdings.

Number of Shares

182,315

Holding current value

$13.1 Million

% of portfolio

5.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 15, 2024	BUY	$62.73 - $67.4 $11.4 Million - $12.3 Million	182,315 New	182,315 $12.1 Billion

Others Institutions Holding IHE

# of Institutions

152

Shares Held

5.91M

Call Options Held

6.2K

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.44M
Shares

$246 Million
0.1% of portfolio
Mc Elhenny Sheffield Capital Management, LLC

286K
Shares

$20.5 Million
6.56% of portfolio
Morgan Stanley New York, NY

243K
Shares

$17.4 Million
0.0% of portfolio
Aptus Capital Advisors, LLC

183K
Shares

$13.1 Million
0.23% of portfolio
Bank Of America Corp Charlotte, NC

156K
Shares

$11.2 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

More about IHE

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