Purchases and Sales Made in Q1 2023 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
32.2KNew |
$5.47M - $6.07M
|
32.2K
$2.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.3K+ 61.72% |
$4.14M - $4.59M
|
63.8K
$4.24M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.7K+ 344.95% |
$3.69M - $4.1M
|
28K
$1.86M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.3K+ 80.96% |
$2.93M - $3.26M
|
38.6K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$2.28M - $2.53M
|
13.4K
$891K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.35K+ 84.67% |
$1.42M - $1.58M
|
18.2K
$1.21M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.29K+ 178.26% |
$1.24M - $1.38M
|
11.4K
$758K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.92K+ 118.66% |
$1.01M - $1.12M
|
10.9K
$726K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.62KNew |
$446K - $495K
|
2.62K
$175K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.5K+ 5.77% |
$425K - $472K
|
45.8K
$3.05M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
2.37K+ 17.95% |
$402K - $447K
|
15.6K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.01K+ 7.52% |
$342K - $379K
|
28.7K
$1.91M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.71K+ 50.53% |
$291K - $323K
|
5.1K
$340K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$258K - $287K
|
1.52K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.47KNew |
$250K - $278K
|
1.47K
$98K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.47K+ 249.49% |
$249K - $277K
|
2.06K
$137K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.23KNew |
$209K - $232K
|
1.23K
$81.7K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.21KNew |
$205K - $227K
|
1.21K
$80.2K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$200K - $222K
|
1.18K
$78.2K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.15K+ 29.4% |
$195K - $217K
|
5.05K
$336K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.14KNew |
$194K - $216K
|
1.14K
$76K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
515+ 11.22% |
$87.5K - $97.2K
|
5.11K
$340K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
475+ 14.36% |
$80.7K - $89.6K
|
3.78K
$252K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
385New |
$65.4K - $72.7K
|
385
$25.6K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
283+ 2.12% |
$48.1K - $53.4K
|
13.6K
$906K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
226+ 12.4% |
$38.4K - $42.7K
|
2.05K
$136K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
164+ 4.73% |
$27.9K - $31K
|
3.63K
$242K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
128+ 59.53% |
$21.8K - $24.2K
|
343
$22.8K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
123New |
$20.9K - $23.2K
|
123
$8.19K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
120+ 0.72% |
$20.4K - $22.6K
|
16.9K
$1.12M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
116+ 0.3% |
$19.7K - $21.9K
|
38.8K
$2.59M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
96+ 8.23% |
$16.3K - $18.1K
|
1.26K
$84.1K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
88+ 3.72% |
$15K - $16.6K
|
2.45K
$163K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
78New |
$13.3K - $14.7K
|
78
$5.19K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
67+ 1.81% |
$11.4K - $12.6K
|
3.76K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
53+ 0.24% |
$9.01K - $10K
|
21.8K
$1.45M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
53+ 0.24% |
$9.01K - $10K
|
21.8K
$1.45M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
37New |
$6.29K - $6.98K
|
37
$2.46K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
26+ 26.0% |
$4.42K - $4.91K
|
126
$8.39K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24+ 1.82% |
$4.08K - $4.53K
|
1.34K
$89.3K
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
16+ 0.39% |
$2.72K - $3.02K
|
4.11K
$273K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
16+ 1.1% |
$2.72K - $3.02K
|
1.48K
$98.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6New |
$1.02K - $1.13K
|
6
$399
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 6.0% |
$1.02K - $1.13K
|
106
$7.06K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.43% |
$1.02K - $1.13K
|
1.41K
$94K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.54% |
$510 - $566
|
563
$37.5K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.12% |
$510 - $566
|
2.56K
$170K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$170 - $189
|
1.38K
$91.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$170 - $189
|
169
$11.2K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.14% |
$170 - $189
|
735
$48.9K
|