Telemus Capital, LLC Ishares Tr Transaction History

Telemus Capital, LLC

$1.2 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 27, 2018	SELL	$144.38 - $165.42 $467,502 - $535,629	-3,238 Closed	0 $0
Q4 2017 Feb 02, 2018	BUY	$149.13 - $160.77 $482,882 - $520,573	3,238	3,238 $500,000

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$222 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.1 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$13.6 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.3 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.26 Million
0.01% of portfolio

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Telemus Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Telemus Capital, LLC with notifications on news.