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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.83KNew |
$326K - $1.11M
|
5.83K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$61.6K - $209K
|
1.1K
$73.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.09KNew |
$60.9K - $207K
|
1.09K
$72.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1K+ 40.0% |
$56K - $190K
|
3.5K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
294New |
$16.5K - $55.8K
|
294
$19.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
104New |
$5.82K - $19.8K
|
104
$6.96K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
95+ 3.08% |
$5.32K - $18K
|
3.18K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50New |
$2.8K - $9.5K
|
50
$3.35K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$2.07K - $7.03K
|
37
$2.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
35New |
$1.96K - $6.65K
|
35
$2.34K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
100New |
$5.64K - $19.6K
|
100
$6.7K
|
|
| Q2 2022 | |||||||
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
33.2KNew |
$5.92M - $6.69M
|
33.2K
$2.22M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.96KNew |
$884K - $1M
|
4.96K
$332K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.07KNew |
$190K - $215K
|
1.07K
$71.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
275New |
$49.1K - $55.5K
|
275
$18.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
37New |
$6.6K - $7.47K
|
37
$2.48K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15New |
$2.68K - $3.03K
|
15
$1K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$357 - $404
|
1.14K
$76.5K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
650New |
$118K - $129K
|
650
$43.5K
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
558New |
$101K - $111K
|
558
$37.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
450New |
$81.4K - $89.1K
|
450
$30.1K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
30New |
$5.42K - $5.94K
|
30
$2.01K
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.29KNew |
$234K - $257K
|
1.29K
$86K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
55KNew |
$10.1M - $10.9M
|
55K
$3.68M
|
|
| Q4 2020 | |||||||
|
Feb 22, 2022
Q4 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
565New |
$89.8K - $101K
|
565
$37.8K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$211K - $237K
|
1.54K
$103K
|
|
| Q1 2019 | |||||||
|
Apr 24, 2019
Q1 2019
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.16K+ 65.54% |
$707K - $812K
|
13K
$873K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
1.36KNew |
$205K - $230K
|
1.36K
$90.9K
|
|
| Q2 2018 | |||||||
|
Jul 20, 2018
Q2 2018
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
250New |
$35.1K - $39.1K
|
250
$16.7K
|
|
| Q3 2017 | |||||||
|
Jan 03, 2024
Q3 2017
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
60New |
$9.27K - $9.38K
|
60
$4.02K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$155 - $156
|
1
$67
|
|