Purchases and Sales Made in Q3 2023 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.8K+ 135.47% |
$6.4M - $7.05M
|
64K
$4.26M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.1K+ 74.94% |
$1.76M - $1.93M
|
23.6K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.34KNew |
$1.28M - $1.41M
|
7.34K
$489K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.45K+ 152.39% |
$599K - $660K
|
5.71K
$380K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.14KNew |
$372K - $410K
|
2.14K
$142K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.86KNew |
$324K - $357K
|
1.86K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.82K+ 8.37% |
$316K - $349K
|
23.6K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.75K+ 15.9% |
$303K - $334K
|
12.7K
$847K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
1.7KNew |
$294K - $325K
|
1.7K
$113K
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.37K+ 3.94% |
$238K - $262K
|
36.1K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.17K+ 28.57% |
$203K - $224K
|
5.27K
$350K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.17KNew |
$203K - $224K
|
1.17K
$77.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.14KNew |
$199K - $219K
|
1.14K
$76.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
844+ 51.4% |
$147K - $162K
|
2.49K
$165K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
652New |
$113K - $125K
|
652
$43.4K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
603New |
$105K - $115K
|
603
$40.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
530+ 0.96% |
$92.1K - $101K
|
55.9K
$3.72M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
519+ 36.5% |
$90.2K - $99.4K
|
1.94K
$129K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
465+ 7.33% |
$80.8K - $89K
|
6.81K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
225New |
$39.1K - $43.1K
|
225
$15K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
215New |
$37.3K - $41.2K
|
215
$14.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
145+ 10.55% |
$25.2K - $27.8K
|
1.52K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
97+ 28.78% |
$16.8K - $18.6K
|
434
$28.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
34New |
$5.91K - $6.51K
|
34
$2.26K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$3.47K - $3.83K
|
20
$1.33K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
17New |
$2.95K - $3.25K
|
17
$1.13K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 18.75% |
$2.61K - $2.87K
|
95
$6.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
10+ 0.75% |
$1.74K - $1.91K
|
1.34K
$89.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
5+ 9.26% |
$869 - $957
|
59
$3.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8Closed |
$1.39K - $1.53K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.28% |
$1.74K - $1.91K
|
3.58K
$238K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-16- 15.38% |
$2.78K - $3.06K
|
88
$5.86K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22- 1.64% |
$3.82K - $4.21K
|
1.32K
$87.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26- 0.69% |
$4.52K - $4.98K
|
3.76K
$250K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50- 1.46% |
$8.69K - $9.57K
|
3.37K
$224K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-54- 1.18% |
$9.38K - $10.3K
|
4.53K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-56- 7.08% |
$9.73K - $10.7K
|
735
$48.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-60- 3.1% |
$10.4K - $11.5K
|
1.88K
$125K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-62- 3.84% |
$10.8K - $11.9K
|
1.55K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-77- 1.63% |
$13.4K - $14.7K
|
4.65K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 23.87% |
$17.4K - $19.1K
|
319
$21.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-138- 3.97% |
$24K - $26.4K
|
3.34K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-176- 7.38% |
$30.6K - $33.7K
|
2.21K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-195- 1.23% |
$33.9K - $37.3K
|
15.6K
$1.04M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-197- 9.93% |
$34.2K - $37.7K
|
1.79K
$119K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-210- 0.37% |
$36.5K - $40.2K
|
57K
$3.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-234- 5.53% |
$40.6K - $44.8K
|
4K
$266K
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-250- 4.74% |
$43.4K - $47.9K
|
5.03K
$334K
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-279- 0.61% |
$48.5K - $53.4K
|
45.8K
$3.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-298- 2.79% |
$51.8K - $57.1K
|
10.4K
$692K
|