Latest Institutional Purchases of Ishares Tr (IHE)
This list provides information on the latest institutional transactions involving Ishares Tr (IHE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17+ 0.5% |
$1.12K - $1.24K
|
3.39K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
12+ 0.34% |
$787 - $874
|
3.52K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
9+ 0.26% |
$590 - $656
|
3.47K
$232K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.51% |
$459 - $510
|
1.39K
$92.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.78% |
$131 - $146
|
259
$17.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.04% |
$65.6 - $72.9
|
2.24K
$150K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 4.55% |
$65.6 - $72.9
|
23
$1.54K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
286KNew |
$17.9M - $19.3M
|
286K
$19.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20.8KNew |
$1.31M - $1.4M
|
20.8K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17.8KNew |
$1.12M - $1.2M
|
17.8K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6.3KNew |
$395K - $425K
|
6.3K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.21KNew |
$327K - $351K
|
5.21K
$349K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
2.2K+ 200.0% |
$138K - $148K
|
3.3K
$221K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.15K+ 74.42% |
$72.3K - $77.6K
|
2.7K
$181K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
800+ 14.81% |
$50.2K - $53.9K
|
6.2K
$415K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
429New |
$26.9K - $28.9K
|
429
$28.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
390New |
$24.5K - $26.3K
|
390
$26.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
379New |
$23.8K - $25.5K
|
379
$25.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
286+ 34.67% |
$17.9K - $19.3K
|
1.11K
$74.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
171New |
$10.7K - $11.5K
|
171
$11.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$9.41K - $10.1K
|
150
$10K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78New |
$4.89K - $5.26K
|
78
$5.22K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
75New |
$4.7K - $5.06K
|
75
$5.02K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
72New |
$4.52K - $4.85K
|
72
$4.82K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52New |
$3.26K - $3.5K
|
52
$3.48K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
117KNew |
$7.79M - $24.4M
|
117K
$7.82M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
77.5KNew |
$5.17M - $16.2M
|
77.5K
$5.19M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
57.1KNew |
$3.81M - $11.9M
|
57.1K
$3.83M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.62K+ 179.21% |
$575K - $1.8M
|
13.4K
$899K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.43K+ 221.21% |
$362K - $1.13M
|
7.89K
$528K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.52K+ 200.0% |
$302K - $944K
|
6.79K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.91KNew |
$260K - $815K
|
3.91K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.85K+ 163.55% |
$190K - $595K
|
4.6K
$308K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.8K+ 208.48% |
$187K - $585K
|
4.15K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.76K+ 200.0% |
$184K - $576K
|
4.14K
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.73K+ 200.0% |
$182K - $570K
|
4.1K
$275K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.41K+ 200.0% |
$161K - $503K
|
3.62K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
2.36K+ 169.25% |
$157K - $492K
|
3.75K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2K+ 200.0% |
$133K - $417K
|
3K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 233.23% |
$105K - $329K
|
2.26K
$151K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.14K+ 200.53% |
$76.1K - $238K
|
1.71K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
631+ 145.39% |
$42.1K - $132K
|
1.07K
$71.3K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
600New |
$40K - $125K
|
600
$40.2K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
600+ 200.0% |
$40K - $125K
|
900
$60.3K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
600+ 200.0% |
$40K - $125K
|
900
$60.3K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
585+ 274.65% |
$39K - $122K
|
798
$53.4K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
500+ 200.0% |
$33.3K - $104K
|
750
$50.2K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
480+ 200.0% |
$32K - $100K
|
720
$48.2K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
450+ 200.0% |
$30K - $93.9K
|
675
$45.2K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
420+ 200.0% |
$28K - $87.6K
|
630
$42.2K
|
|