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 |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
291New |
$19K - $20.9K
|
291
$19.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.7KNew |
$241K - $266K
|
3.7K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
20.5KNew |
$1.34M - $1.47M
|
20.5K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.26% |
$652 - $719
|
3.91K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 7.7% |
$75.7K - $83.5K
|
13.9K
$922K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
67.4KNew |
$4.39M - $4.84M
|
67.4K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.22KNew |
$275K - $303K
|
4.22K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.33KNew |
$217K - $239K
|
3.33K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.04KNew |
$394K - $434K
|
6.04K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100New |
$6.52K - $7.19K
|
100
$6.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
93New |
$6.06K - $6.68K
|
93
$6.16K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.12KNew |
$269K - $296K
|
4.12K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8.32K- 92.8% |
$542K - $598K
|
645
$42.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-24.7K- 87.39% |
$1.61M - $1.77M
|
3.56K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
87New |
$5.67K - $6.25K
|
87
$5.76K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-28- 6.39% |
$1.82K - $2.01K
|
410
$27.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
321+ 3.16% |
$20.9K - $23.1K
|
10.5K
$693K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.57KNew |
$363K - $401K
|
5.57K
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
189New |
$12.3K - $13.6K
|
189
$12.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
378New |
$24.6K - $27.2K
|
378
$25K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-12- 52.17% |
$782 - $862
|
11
$728
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.47K- 99.44% |
$161K - $177K
|
14
$927
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
550+ 19.08% |
$35.8K - $39.5K
|
3.43K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
7.46KNew |
$486K - $536K
|
7.46K
$494K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
8.16KNew |
$531K - $586K
|
8.16K
$540K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-423- 22.83% |
$27.6K - $30.4K
|
1.43K
$94.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23New |
$1.5K - $1.65K
|
23
$1.52K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20KNew |
$1.3M - $1.43M
|
20K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
4.36KNew |
$284K - $313K
|
4.36K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.22KNew |
$209K - $231K
|
3.22K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
660New |
$43K - $47.4K
|
660
$43.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
14.7KNew |
$959K - $1.06M
|
14.7K
$974K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
58.3KNew |
$3.8M - $4.19M
|
58.3K
$3.86M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
99New |
$6.45K - $7.11K
|
99
$6.55K
|
|
| Q3 2024 | |||||||
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
63New |
$4.13K - $4.59K
|
63
$4.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
180New |
$11.8K - $13.1K
|
180
$11.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
86New |
$5.64K - $6.27K
|
86
$5.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5K+ 75.82% |
$328K - $364K
|
11.6K
$767K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9KNew |
$780K - $866K
|
11.9K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.03K+ 31.96% |
$133K - $148K
|
8.4K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.22KNew |
$146K - $162K
|
2.22K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
616+ 5.49% |
$40.4K - $44.9K
|
11.8K
$784K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
225New |
$14.8K - $16.4K
|
225
$14.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
105New |
$6.89K - $7.65K
|
105
$6.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-200- 4.57% |
$13.1K - $14.6K
|
4.18K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
23.3K+ 12.81% |
$1.53M - $1.7M
|
206K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-450- 69.44% |
$29.5K - $32.8K
|
198
$13.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
84New |
$5.51K - $6.12K
|
84
$5.56K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-183K- 99.95% |
$12M - $13.4M
|
86
$5.69K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
216+ 100.0% |
$14.2K - $15.7K
|
432
$28.6K
|
|