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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.83K+ 11.21% |
$120K - $133K
|
18.2K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-243- 21.26% |
$15.9K - $17.7K
|
900
$59.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
222+ 137.04% |
$14.6K - $16.2K
|
384
$25.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
448+ 1.12% |
$29.4K - $32.6K
|
40.3K
$2.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25.8K- 100.0% |
$1.69M - $1.88M
|
1
$66.2
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
84New |
$5.51K - $6.12K
|
84
$5.56K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.8K- 50.18% |
$1.03M - $1.15M
|
15.7K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.11K- 6.18% |
$204K - $227K
|
47.3K
$3.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.3K- 35.72% |
$1.14M - $1.26M
|
31.2K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 11.47% |
$2.56K - $2.84K
|
301
$19.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$65.6 - $72.9
|
3.37K
$223K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.41K- 50.3% |
$290K - $322K
|
4.36K
$289K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
90New |
$5.65K - $6.07K
|
90
$5.96K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-165Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17.8KNew |
$1.12M - $1.2M
|
17.8K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
75New |
$4.7K - $5.06K
|
75
$4.96K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52New |
$3.26K - $3.5K
|
52
$3.44K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.15K+ 74.42% |
$72.3K - $77.6K
|
2.7K
$179K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
390New |
$24.5K - $26.3K
|
390
$25.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78New |
$4.89K - $5.26K
|
78
$5.16K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
72New |
$4.52K - $4.85K
|
72
$4.77K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
379New |
$23.8K - $25.5K
|
379
$25.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
2.2K+ 200.0% |
$138K - $148K
|
3.3K
$218K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$9.41K - $10.1K
|
150
$9.93K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
286KNew |
$17.9M - $19.3M
|
286K
$18.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
171New |
$10.7K - $11.5K
|
171
$11.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
429New |
$26.9K - $28.9K
|
429
$28.4K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-70Closed |
$4.67K - $14.6K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
77.5KNew |
$5.17M - $16.2M
|
77.5K
$5.13M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
120+ 800.0% |
$8K - $25K
|
135
$8.94K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
108+ 200.0% |
$7.2K - $22.5K
|
162
$10.7K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.76K+ 200.0% |
$184K - $576K
|
4.14K
$274K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
480+ 200.0% |
$32K - $100K
|
720
$47.7K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
600New |
$40K - $125K
|
600
$39.7K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300+ 200.0% |
$20K - $62.6K
|
450
$29.8K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
420+ 200.0% |
$28K - $87.6K
|
630
$41.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.43K+ 221.21% |
$362K - $1.13M
|
7.89K
$522K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.91KNew |
$260K - $815K
|
3.91K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
200+ 200.0% |
$13.3K - $41.7K
|
300
$19.9K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-228- 6.75% |
$15.2K - $47.6K
|
3.15K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
15New |
$1K - $3.13K
|
15
$993
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
600+ 200.0% |
$40K - $125K
|
900
$59.6K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
87New |
$5.8K - $18.2K
|
87
$5.76K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 233.23% |
$105K - $329K
|
2.26K
$149K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
450+ 200.0% |
$30K - $93.9K
|
675
$44.7K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
200+ 200.0% |
$13.3K - $41.7K
|
300
$19.9K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 200.0% |
$4K - $12.5K
|
90
$5.96K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
500+ 200.0% |
$33.3K - $104K
|
750
$49.6K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
212+ 200.0% |
$14.1K - $44.2K
|
318
$21K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.14K+ 200.53% |
$76.1K - $238K
|
1.71K
$113K
|
|