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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.61K+ 90.11% |
$367K - $409K
|
11.8K
$784K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.15K+ 8.59% |
$336K - $375K
|
65K
$4.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
26.9KNew |
$1.76M - $1.96M
|
26.9K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
206New |
$13.5K - $15K
|
206
$13.6K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.04K- 25.51% |
$67.8K - $75.5K
|
3.03K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.44K- 9.47% |
$421K - $469K
|
61.6K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
965+ 2.7% |
$63.1K - $70.3K
|
36.7K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6.58K- 22.3% |
$430K - $480K
|
22.9K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.02K+ 5.95% |
$132K - $147K
|
35.9K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
554+ 5.8% |
$36.2K - $40.4K
|
10.1K
$669K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.47K- 9.23% |
$227K - $253K
|
34.1K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
9+ 0.26% |
$588 - $656
|
3.43K
$227K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-276- 2.02% |
$18K - $20.1K
|
13.4K
$885K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-176K- 93.33% |
$11.5M - $12.8M
|
12.6K
$833K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13New |
$850 - $947
|
13
$860
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.82K+ 4.81% |
$315K - $351K
|
105K
$6.94M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.4K- 8.46% |
$222K - $248K
|
36.8K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
216+ 20.28% |
$14.1K - $15.7K
|
1.28K
$84.8K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.46K- 32.01% |
$95.4K - $106K
|
3.1K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
138+ 46.0% |
$9.02K - $10.1K
|
438
$29K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-102- 3.2% |
$6.67K - $7.43K
|
3.09K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12KNew |
$785K - $875K
|
12K
$795K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.7K+ 47.64% |
$2.53M - $2.82M
|
120K
$7.93M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-500- 3.72% |
$32.7K - $36.4K
|
12.9K
$856K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-365- 1.35% |
$23.9K - $26.6K
|
26.7K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
86New |
$5.62K - $6.27K
|
86
$5.69K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-133- 1.12% |
$8.69K - $9.69K
|
11.7K
$775K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
659+ 231.23% |
$43.1K - $48K
|
944
$62.5K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-99- 2.08% |
$6.47K - $7.21K
|
4.65K
$308K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
54New |
$3.53K - $3.93K
|
54
$3.57K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-363- 3.61% |
$23.7K - $26.4K
|
9.69K
$641K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
83+ 34.02% |
$5.42K - $6.05K
|
327
$21.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.03K+ 40.57% |
$133K - $148K
|
7.03K
$465K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 61.34% |
$341K - $380K
|
3.29K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
675New |
$44.1K - $49.2K
|
675
$44.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.43K- 22.44% |
$159K - $177K
|
8.4K
$556K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
81New |
$5.29K - $5.9K
|
81
$5.36K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-900- 0.98% |
$58.8K - $65.6K
|
91.1K
$6.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
450New |
$29.4K - $32.8K
|
450
$29.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-568- 16.16% |
$37.1K - $41.4K
|
2.95K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.82% |
$65.4 - $72.9
|
56
$3.71K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3- 0.07% |
$196 - $219
|
4.57K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.77% |
$131 - $146
|
261
$17.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-120- 4.82% |
$7.84K - $8.74K
|
2.37K
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
657New |
$42.9K - $47.9K
|
657
$43.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
150New |
$9.8K - $10.9K
|
150
$9.93K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
935+ 6.47% |
$61.1K - $68.1K
|
15.4K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-481- 9.29% |
$31.4K - $35K
|
4.7K
$311K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1New |
$65.4 - $72.9
|
1
$66.2
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.5K+ 175.9% |
$947K - $1.04M
|
22.8K
$1.51M
|
|