Latest Institutional Transactions on Ishares U S ETF Tr Ishares Evo (IEHS)
This table provides information on the latest institutional transactions involving Ishares U S ETF Tr Ishares Evo (IEHS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.76KClosed |
$0 - $73.5K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-201Closed |
$0 - $8.42K
|
0
$0
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.1KNew |
$976K - $1.22M
|
27.1K
$0
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
260New |
$9.37K - $11.7K
|
260
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.3KNew |
$697K - $871K
|
19.3K
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
642New |
$23.1K - $28.9K
|
642
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18.1K+ 59.12% |
$652K - $815K
|
48.7K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
97+ 0.39% |
$3.5K - $4.37K
|
25K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.5K- 81.78% |
$1.1M - $1.37M
|
6.79K
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.36K+ 17.81% |
$157K - $197K
|
28.9K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.19K- 38.65% |
$78.9K - $98.7K
|
3.48K
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-292- 55.73% |
$10.5K - $13.2K
|
232
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-32.6KClosed |
$1.18M - $1.47M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-160Closed |
$5.77K - $7.21K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.34KClosed |
$337K - $421K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
90New |
$3.24K - $4.05K
|
90
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
800New |
$32.4K - $36.3K
|
800
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
430New |
$17.4K - $19.5K
|
430
$0
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
65New |
$2.63K - $2.95K
|
65
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.3K- 18.87% |
$52.5K - $58.8K
|
5.58K
$0
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
500New |
$20.2K - $22.7K
|
500
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
100New |
$4.04K - $4.53K
|
100
$0
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
300New |
$12.4K - $13.7K
|
300
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 2.0% |
$41.3 - $45.8
|
51
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-100Closed |
$4.16K - $4.48K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-102Closed |
$4.24K - $4.57K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-135Closed |
$5.21K - $5.63K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
520New |
$19.1K - $20.6K
|
520
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2021
Q4 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-8.7KClosed |
$287K - $325K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Dfpg Investments, LLC
|
SELL
|
- |
-31.3KClosed |
$1.03M - $1.17M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-113Closed |
$3.51K - $3.93K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-1.17KClosed |
$36.3K - $40.6K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-16.8KClosed |
$427K - $544K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-50Closed |
$1.11K - $1.66K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-68.9KClosed |
$1.53M - $2.29M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Stone X Group Inc.
|
SELL
|
- |
-12.3KClosed |
$272K - $407K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 08, 2019
Q2 2019
|
Trust CO
|
SELL
|
- |
-403Closed |
$10.5K - $11.8K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18KClosed |
$452K - $522K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 25, 2019
Q4 2018
|
Cwm, LLC
|
BUY
|
- |
177New |
$4.34K - $5.29K
|
177
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-45.8KClosed |
$1.1M - $1.25M
|
0
$0
|
|