Latest Institutional Transactions on Ishares Tr (IHE)
This table provides information on the latest institutional transactions involving Ishares Tr (IHE) 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-85- 0.75% |
$5.19K - $5.8K
|
11.2K
$741K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
252+ 2.85% |
$15.4K - $17.2K
|
9.1K
$603K
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.12KNew |
$435K - $486K
|
7.12K
$472K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-422- 5.82% |
$25.7K - $28.8K
|
6.83K
$452K
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
472+ 7.03% |
$28.8K - $32.2K
|
7.19K
$476K
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
129+ 5.74% |
$7.87K - $8.8K
|
2.38K
$157K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-94- 7.45% |
$5.73K - $6.41K
|
1.17K
$77.2K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.3K+ 24.13% |
$79.1K - $88.4K
|
6.67K
$441K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-13- 30.95% |
$793 - $887
|
29
$1.92K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.97KNew |
$242K - $271K
|
3.97K
$263K
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.5% |
$427 - $478
|
1.4K
$92.9K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.7% |
$183 - $205
|
430
$28.5K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 117.69% |
$1.05M - $1.17M
|
29.7K
$1.97M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-55- 1.55% |
$3.59K - $4.01K
|
3.5K
$232K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-169K- 44.31% |
$11M - $12.3M
|
212K
$14M
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.1K- 27.93% |
$72.1K - $80.4K
|
2.85K
$188K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23- 1.05% |
$1.5K - $1.68K
|
2.16K
$143K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-143- 3.22% |
$9.35K - $10.4K
|
4.3K
$284K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
150New |
$9.8K - $10.9K
|
150
$9.93K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-178- 46.6% |
$11.6K - $13K
|
204
$13.5K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.4KNew |
$940K - $1.05M
|
14.4K
$952K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-69- 7.44% |
$4.51K - $5.03K
|
859
$56.9K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
325+ 0.32% |
$21.2K - $23.7K
|
102K
$6.75M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.4K- 14.24% |
$1.53M - $1.7M
|
141K
$9.32M
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.43KNew |
$224K - $250K
|
3.43K
$227K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.59K- 54.54% |
$496K - $553K
|
6.33K
$419K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.69K+ 19.73% |
$241K - $269K
|
22.4K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.51KNew |
$360K - $401K
|
5.51K
$365K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25- 0.62% |
$1.63K - $1.82K
|
3.99K
$264K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.21KNew |
$471K - $525K
|
7.21K
$477K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
129+ 0.48% |
$8.43K - $9.4K
|
27.3K
$1.81M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.04% |
$65.4 - $72.9
|
2.24K
$148K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.23K- 23.58% |
$80.6K - $89.8K
|
4K
$265K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
139+ 2.71% |
$9.09K - $10.1K
|
5.26K
$348K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-83.7K- 2.6% |
$5.47M - $6.1M
|
3.14M
$208M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-156- 42.16% |
$10.2K - $11.4K
|
214
$14.2K
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
52+ 0.41% |
$3.4K - $3.79K
|
12.7K
$841K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-643- 40.83% |
$42K - $46.8K
|
932
$61.7K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.5K+ 941.21% |
$2.84M - $3.17M
|
48.1K
$3.18M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
3KNew |
$196K - $219K
|
3K
$199K
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.2% |
$458 - $510
|
3.48K
$230K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
59+ 1.17% |
$3.86K - $4.3K
|
5.08K
$337K
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
204+ 4.44% |
$13.3K - $14.9K
|
4.8K
$318K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
32+ 0.16% |
$2.09K - $2.33K
|
20.2K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-168Closed |
$11K - $12.2K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
230+ 7.52% |
$15K - $16.8K
|
3.29K
$218K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-106- 4.3% |
$6.93K - $7.72K
|
2.36K
$156K
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.03KNew |
$198K - $221K
|
3.03K
$201K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.16K- 39.95% |
$338K - $376K
|
7.76K
$514K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-600- 2.93% |
$39.2K - $43.7K
|
19.9K
$1.32M
|