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 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.91KNew |
$260K - $815K
|
3.91K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.9KNew |
$260K - $814K
|
3.9K
$261K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 192.6% |
$250K - $782K
|
5.69K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.57KNew |
$238K - $745K
|
3.57K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.47KNew |
$231K - $723K
|
3.47K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.31K+ 165.88% |
$220K - $690K
|
5.3K
$355K
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.3KNew |
$220K - $689K
|
3.3K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.25K+ 204.92% |
$217K - $678K
|
4.84K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.18K+ 163.71% |
$212K - $663K
|
5.12K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.09KNew |
$206K - $644K
|
3.09K
$207K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.99KNew |
$200K - $624K
|
2.99K
$200K
|
|
|
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
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.71K+ 187.09% |
$181K - $565K
|
4.16K
$278K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.69K+ 212.65% |
$179K - $561K
|
3.96K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.6K+ 55.31% |
$173K - $543K
|
7.3K
$489K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.54K+ 200.08% |
$169K - $529K
|
3.81K
$255K
|
|
|
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 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.35K+ 4698.0% |
$157K - $490K
|
2.4K
$161K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.34K+ 200.6% |
$156K - $488K
|
3.5K
$234K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.3K+ 200.44% |
$153K - $480K
|
3.45K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.25K+ 200.0% |
$150K - $469K
|
3.37K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.25K+ 201.25% |
$150K - $469K
|
3.36K
$225K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.17K+ 152.6% |
$145K - $453K
|
3.6K
$241K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.07K+ 200.0% |
$138K - $432K
|
3.11K
$208K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2K+ 200.0% |
$133K - $417K
|
3K
$201K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.85K+ 543.4% |
$124K - $387K
|
2.19K
$147K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.7KNew |
$114K - $356K
|
1.7K
$114K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.58K+ 233.23% |
$105K - $329K
|
2.26K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.48K+ 196.93% |
$98.3K - $308K
|
2.22K
$149K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.22K+ 2444.0% |
$81.5K - $255K
|
1.27K
$85.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.14KNew |
$76.2K - $238K
|
1.14K
$76.5K
|
|
|
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 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.03K+ 200.0% |
$68.8K - $215K
|
1.55K
$104K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.03K+ 199.81% |
$68.3K - $214K
|
1.54K
$103K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
913+ 2173.81% |
$60.9K - $190K
|
955
$63.9K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
680+ 5.04% |
$45.3K - $142K
|
14.2K
$948K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
631+ 145.39% |
$42.1K - $132K
|
1.07K
$71.3K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
610+ 71.6% |
$40.7K - $127K
|
1.46K
$97.9K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
600+ 200.0% |
$40K - $125K
|
900
$60.3K
|
|
|
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
|
Geneos Wealth Management Inc.
|
BUY
|
- |
585+ 274.65% |
$39K - $122K
|
798
$53.4K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
516+ 409.52% |
$34.4K - $108K
|
642
$43K
|
|
|
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
|