Purchases and Sales Made in Q1 2024 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q1 2024. 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 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.33M+ 192.94% |
$155M - $486M
|
3.54M
$237M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
166K+ 89.28% |
$11.1M - $34.7M
|
352K
$23.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
166K+ 89.28% |
$11.1M - $34.7M
|
352K
$23.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
117KNew |
$7.79M - $24.4M
|
117K
$7.82M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 44.74% |
$7.26M - $22.7M
|
352K
$23.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.4K+ 146.52% |
$6.56M - $20.5M
|
165K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
77.5KNew |
$5.17M - $16.2M
|
77.5K
$5.19M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
70.1K+ 176.45% |
$4.67M - $14.6M
|
110K
$7.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
64.7K+ 200.0% |
$4.31M - $13.5M
|
97K
$6.49M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
57.1KNew |
$3.81M - $11.9M
|
57.1K
$3.83M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
45.4KNew |
$3.03M - $9.47M
|
45.4K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.9K+ 182.51% |
$2.86M - $8.96M
|
66.5K
$4.45M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41K+ 188.27% |
$2.73M - $8.55M
|
62.7K
$4.2M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
38.9KNew |
$2.59M - $8.11M
|
38.9K
$2.6M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
31.2KNew |
$2.08M - $6.51M
|
31.2K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
29.1K+ 190.13% |
$1.94M - $6.07M
|
44.4K
$2.97M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24K+ 28.03% |
$1.6M - $5.01M
|
110K
$7.35M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
24K+ 166.41% |
$1.6M - $5M
|
38.4K
$2.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.2K+ 188.05% |
$1.55M - $4.85M
|
35.6K
$2.38M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
17.9K+ 194.58% |
$1.19M - $3.74M
|
27.1K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 186.16% |
$1.16M - $3.64M
|
26.8K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.9K+ 237.54% |
$1.13M - $3.53M
|
24K
$1.61M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14.1K+ 200.53% |
$938K - $2.94M
|
21.1K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.7K+ 46.06% |
$912K - $2.85M
|
43.4K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
13.1K+ 116.79% |
$873K - $2.73M
|
24.3K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.3K+ 200.0% |
$822K - $2.57M
|
18.5K
$1.24M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1KNew |
$808K - $2.53M
|
12.1K
$811K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.5K+ 237.41% |
$769K - $2.41M
|
16.4K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
11.2K+ 194.52% |
$746K - $2.33M
|
16.9K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
10.8K+ 181.32% |
$717K - $2.24M
|
16.7K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
9.84K+ 197.0% |
$656K - $2.05M
|
14.8K
$993K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.36K+ 21.28% |
$624K - $1.95M
|
53.3K
$3.57M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.35K+ 397.91% |
$623K - $1.95M
|
11.7K
$783K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.19K+ 198.79% |
$613K - $1.92M
|
13.8K
$925K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.62K+ 179.21% |
$575K - $1.8M
|
13.4K
$899K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8.35K+ 201.11% |
$556K - $1.74M
|
12.5K
$837K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.33K+ 181.36% |
$489K - $1.53M
|
11.4K
$762K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.17K+ 197.17% |
$478K - $1.5M
|
10.8K
$724K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.04KNew |
$469K - $1.47M
|
7.04K
$471K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.85K+ 204.33% |
$456K - $1.43M
|
10.2K
$683K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.69K+ 183.13% |
$446K - $1.4M
|
10.3K
$692K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.6K+ 120.6% |
$440K - $1.38M
|
12.1K
$808K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
6.48K+ 188.1% |
$432K - $1.35M
|
9.93K
$665K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.43K+ 221.21% |
$362K - $1.13M
|
7.89K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.09KNew |
$340K - $1.06M
|
5.09K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.98KNew |
$332K - $1.04M
|
4.98K
$333K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.52K+ 200.0% |
$302K - $944K
|
6.79K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.51K+ 235.14% |
$301K - $941K
|
6.43K
$430K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.38KNew |
$292K - $914K
|
4.38K
$293K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.24K+ 311.31% |
$283K - $885K
|
5.6K
$375K
|