Sunbelt Securities, Inc. Ishares Tr Transaction History

Sunbelt Securities, Inc.

$1.03 Billion
Q4 2024

A detailed history of Sunbelt Securities, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 3,702 shares of IHE stock, worth $264,841. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,702

Holding current value

$264,841

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$65.15 - $71.86 $241,185 - $266,025	3,702 New	3,702 $243,000

Others Institutions Holding IHE

# of Institutions

164

Shares Held

5.61M

Call Options Held

100

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.23M
Shares

$231 Million
0.09% of portfolio
Morgan Stanley New York, NY

381K
Shares

$27.2 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

189K
Shares

$13.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

164K
Shares

$11.7 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

102K
Shares

$7.27 Million
0.0% of portfolio

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About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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Sunbelt Securities, Inc. Ishares Tr Transaction History