Warren Averett Asset Management, LLC Ishares Tr Transaction History

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,910 shares of IHE stock, worth $254,501. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,910
Previous 3,910 -0.0%
Holding current value
$254,501
Previous $256,000 7.42%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$65.15 - $71.86 $651 - $718
10 Added 0.26%
3,910 $256,000
Q2 2024

Aug 14, 2024
SELL
$62.73 - $67.4 $30,110 - $32,352
-480 Reduced 10.96%
3,900 $258,000
Q1 2024

May 15, 2024
BUY
$66.67 - $208.65 $292,014 - $913,887
4,380 New
4,380 $297,000

Others Institutions Holding IHE

# of Institutions
165
Shares Held
5.04M
Call Options Held
3K
Put Options Held
0
View Full List

About ISHARES TR

IHE Quotes by TradingView
  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email