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 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$87.5K - $94.8K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-414Closed |
$72.4K - $78.5K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.35KClosed |
$236K - $256K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-453Closed |
$77.8K - $84.4K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-40Closed |
$6.87K - $7.45K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-869Closed |
$149K - $162K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-405Closed |
$69.6K - $75.5K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.23KClosed |
$211K - $229K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
565New |
$89.8K - $101K
|
565
$37.4K
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-363Closed |
$57.7K - $65.1K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-750Closed |
$119K - $135K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.47KClosed |
$552K - $623K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.47KClosed |
$234K - $264K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-273Closed |
$43.4K - $49K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
SELL
|
- |
-1.43KClosed |
$227K - $257K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Candriam S.C.A.
|
SELL
|
- |
-1.8KClosed |
$286K - $323K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-6.44KClosed |
$992K - $1.08M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-15Closed |
$2.31K - $2.52K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-391Closed |
$60.3K - $65.8K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.41KClosed |
$217K - $236K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.11KClosed |
$171K - $187K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$2.33K - $2.86K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-236Closed |
$30.6K - $37.5K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-325Closed |
$42.1K - $51.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-60Closed |
$7.02K - $9.92K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-22.4KClosed |
$2.62M - $3.7M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-30Closed |
$3.51K - $4.96K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.77KClosed |
$207K - $293K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-36Closed |
$4.21K - $5.95K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2KClosed |
$234K - $331K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-55Closed |
$6.44K - $9.09K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 24, 2023
Q4 2019
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-18- 36.0% |
$2.47K - $2.91K
|
32
$2.12K
|
|
|
Feb 12, 2020
Q4 2019
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-27.3KClosed |
$3.75M - $4.42M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-17.7KClosed |
$2.44M - $2.87M
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-120Closed |
$16.5K - $19.4K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$211K - $237K
|
1.54K
$102K
|
|
|
Nov 08, 2019
Q3 2019
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-131Closed |
$18K - $20.2K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-604Closed |
$83K - $93K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-100Closed |
$14.1K - $15.5K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.57KClosed |
$221K - $242K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-19.1KClosed |
$2.69M - $2.95M
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.45KClosed |
$205K - $224K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-56Closed |
$7.9K - $8.66K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-180Closed |
$25.4K - $27.8K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-121Closed |
$17.1K - $18.7K
|
0
$0
|
|
|
Jul 08, 2019
Q2 2019
|
Trust CO
|
SELL
|
- |
-142Closed |
$20K - $22K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.7KClosed |
$233K - $267K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.97KClosed |
$270K - $310K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.63KClosed |
$360K - $413K
|
0
$0
|
|