Sunbelt Securities, Inc. Ishares Tr Transaction History

Sunbelt Securities, Inc.

$1.07 Billion
Q2 2025

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 $274,614. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,702

Holding current value

$274,614

% of portfolio

0.02%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$61.0 - $68.22 $225,822 - $252,550	3,702 New	3,702 $242,000
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

151

Shares Held

4.79M

Call Options Held

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.98M
Shares

$221 Million
0.08% of portfolio
Morgan Stanley New York, NY

183K
Shares

$13.6 Million
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

138K
Shares

$10.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

122K
Shares

$9.03 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

118K
Shares

$8.74 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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