Latest Institutional Sells of Ishares Tr (IHE)
This list provides information on the latest institutional transactions involving Ishares Tr (IHE) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-70Closed |
$4.67K - $14.6K
|
0
$0
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.99K- 52.3% |
$498K - $555K
|
2.72K
$182K
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.2K- 66.67% |
$367K - $409K
|
1.1K
$73.6K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8Closed |
$1.39K - $1.53K
|
0
$0
|
|
Q2 2023 | |||||||
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-204- 11.94% |
$34.7K - $37.5K
|
1.51K
$101K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-4- 0.29% |
$681 - $736
|
1.37K
$91.8K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-98- 13.86% |
$16.7K - $18.5K
|
609
$40.8K
|
|
Q4 2022 | |||||||
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-15.1K- 99.47% |
$844K - $2.86M
|
81
$5.42K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.76K- 40.0% |
$314K - $355K
|
2.64K
$177K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-425Closed |
$75.8K - $85.8K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-225Closed |
$40.2K - $45.4K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-190- 15.57% |
$33.9K - $38.3K
|
1.03K
$69K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-178- 1.01% |
$31.8K - $35.9K
|
17.4K
$1.17M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-80Closed |
$14.3K - $16.1K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-48Closed |
$8.57K - $9.69K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18- 1.33% |
$3.21K - $3.63K
|
1.34K
$89.5K
|
|
Q1 2022 | |||||||
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-12.2KClosed |
$2.21M - $2.42M
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.19KClosed |
$938K - $1.03M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.29KClosed |
$234K - $256K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-251Closed |
$45.4K - $49.7K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-30Closed |
$5.42K - $5.94K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-20Closed |
$3.62K - $3.96K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13Closed |
$2.35K - $2.57K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-498Closed |
$90.7K - $99.7K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-474Closed |
$86.4K - $94.9K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-341- 24.17% |
$62.1K - $68.3K
|
1.07K
$71.6K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-306- 99.03% |
$55.7K - $61.3K
|
3
$201
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-289Closed |
$52.7K - $57.9K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-99Closed |
$18K - $19.8K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-54Closed |
$9.84K - $10.8K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
SELL
|
- |
-260Closed |
$47.6K - $51.6K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-200Closed |
$36.6K - $39.7K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 19, 2021
Q2 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.35KClosed |
$236K - $256K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$87.5K - $94.8K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-475Closed |
$83.1K - $90.1K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-458Closed |
$80.1K - $86.8K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-414Closed |
$72.4K - $78.5K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-128Closed |
$22.4K - $24.3K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-109Closed |
$19.1K - $20.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-10Closed |
$1.75K - $1.9K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 13, 2021
Q1 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.23KClosed |
$211K - $229K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-869Closed |
$149K - $162K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-453Closed |
$77.8K - $84.4K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-405Closed |
$69.6K - $75.5K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-40Closed |
$6.87K - $7.45K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.47KClosed |
$552K - $623K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Candriam S.C.A.
|
SELL
|
- |
-1.8KClosed |
$286K - $323K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.47KClosed |
$234K - $264K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Stone X Group Inc.
|
SELL
|
- |
-1.43KClosed |
$227K - $257K
|
0
$0
|