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 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
432+ 200.0% |
$28.8K - $90.1K
|
648
$43.4K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
420+ 200.0% |
$28K - $87.6K
|
630
$42.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
417+ 330.95% |
$27.8K - $87K
|
543
$36.4K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
406+ 200.0% |
$27.1K - $84.7K
|
609
$40.8K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
358+ 2.95% |
$23.9K - $74.7K
|
12.5K
$836K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
336+ 454.05% |
$22.4K - $70.1K
|
410
$27.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
332+ 200.0% |
$22.1K - $69.3K
|
498
$33.3K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300+ 200.0% |
$20K - $62.6K
|
450
$30.1K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
281+ 150.27% |
$18.7K - $58.6K
|
468
$31.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
264+ 200.0% |
$17.6K - $55.1K
|
396
$26.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
222+ 189.74% |
$14.8K - $46.3K
|
339
$22.7K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
212+ 200.0% |
$14.1K - $44.2K
|
318
$21.3K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
212+ 200.0% |
$14.1K - $44.2K
|
318
$21.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
200+ 200.0% |
$13.3K - $41.7K
|
300
$20.1K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
200+ 200.0% |
$13.3K - $41.7K
|
300
$20.1K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
200+ 200.0% |
$13.3K - $41.7K
|
300
$20.1K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
190+ 200.0% |
$12.7K - $39.6K
|
285
$19.1K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
171+ 201.18% |
$11.4K - $35.7K
|
256
$17.1K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
148+ 400.0% |
$9.87K - $30.9K
|
185
$12.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
140+ 200.0% |
$9.33K - $29.2K
|
210
$14.1K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
120+ 800.0% |
$8K - $25K
|
135
$9.04K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
119+ 9.48% |
$7.93K - $24.8K
|
1.37K
$92K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
111+ 11100.0% |
$7.4K - $23.2K
|
112
$7.5K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
110+ 200.0% |
$7.33K - $23K
|
165
$11K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
108+ 200.0% |
$7.2K - $22.5K
|
162
$10.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100+ 200.0% |
$6.67K - $20.9K
|
150
$10K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
87New |
$5.8K - $18.2K
|
87
$5.82K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
70+ 200.0% |
$4.67K - $14.6K
|
105
$7.03K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
63New |
$4.2K - $13.1K
|
63
$4.22K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 200.0% |
$4K - $12.5K
|
90
$6.03K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
56+ 200.0% |
$3.73K - $11.7K
|
84
$5.62K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 650.0% |
$3.47K - $10.8K
|
60
$4.02K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
15+ 214.29% |
$1K - $3.13K
|
22
$1.47K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
15New |
$1K - $3.13K
|
15
$1K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9New |
$600 - $1.88K
|
9
$603
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
8+ 200.0% |
$533 - $1.67K
|
12
$803
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-70Closed |
$4.67K - $14.6K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-228- 6.75% |
$15.2K - $47.6K
|
3.15K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-244- 22.83% |
$16.3K - $50.9K
|
825
$55.2K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.48K- 18.82% |
$98.9K - $309K
|
6.4K
$428K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.54K- 15.44% |
$169K - $529K
|
13.9K
$929K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36.9K- 85.2% |
$2.46M - $7.71M
|
6.42K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.2K- 77.42% |
$3.21M - $10.1M
|
14.1K
$941K
|