Purchases and Sales Made in Q3 2024 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.8K+ 239.6% |
$3.27M - $3.63M
|
70.6K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39K+ 419.75% |
$2.56M - $2.84M
|
48.3K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
23.3K+ 12.81% |
$1.53M - $1.7M
|
206K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9KNew |
$780K - $866K
|
11.9K
$791K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.33K+ 88.94% |
$547K - $607K
|
17.7K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.5K+ 7.74% |
$426K - $473K
|
90.4K
$6.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.21K+ 23.63% |
$408K - $453K
|
32.5K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5K+ 75.82% |
$328K - $364K
|
11.6K
$772K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.54KNew |
$232K - $258K
|
3.54K
$235K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
3.45K+ 66.23% |
$227K - $252K
|
8.67K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.25KNew |
$213K - $237K
|
3.25K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.21K+ 398.39% |
$210K - $234K
|
4.01K
$267K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.19KNew |
$209K - $233K
|
3.19K
$212K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.88KNew |
$189K - $210K
|
2.88K
$192K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.34K+ 65.11% |
$154K - $171K
|
5.94K
$395K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.25K+ 9.53% |
$147K - $164K
|
25.8K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.22KNew |
$146K - $162K
|
2.22K
$148K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.03K+ 31.96% |
$133K - $148K
|
8.4K
$559K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.83K+ 11.21% |
$120K - $133K
|
18.2K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.43K+ 2.38% |
$93.7K - $104K
|
61.4K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.36K+ 21.46% |
$88.9K - $98.7K
|
7.67K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 1.57% |
$88K - $97.8K
|
87.1K
$5.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 97.14% |
$80.2K - $89.1K
|
2.48K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 4.29% |
$76.8K - $85.3K
|
28.5K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
686+ 6.07% |
$45K - $50K
|
12K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
616+ 5.49% |
$40.4K - $44.9K
|
11.8K
$788K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
594+ 15.2% |
$39K - $43.3K
|
4.5K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
501+ 1.38% |
$32.9K - $36.5K
|
36.9K
$2.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
448+ 1.12% |
$29.4K - $32.6K
|
40.3K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
410+ 2.08% |
$26.9K - $29.9K
|
20.1K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
292+ 8.66% |
$19.2K - $21.3K
|
3.66K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
225New |
$14.8K - $16.4K
|
225
$15K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
222+ 137.04% |
$14.6K - $16.2K
|
384
$25.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
216+ 100.0% |
$14.2K - $15.7K
|
432
$28.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
180New |
$11.8K - $13.1K
|
180
$12K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
159+ 9.39% |
$10.4K - $11.6K
|
1.85K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
153+ 3.99% |
$10K - $11.1K
|
3.99K
$266K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
141+ 2.32% |
$9.25K - $10.3K
|
6.21K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
110+ 32.45% |
$7.22K - $8.01K
|
449
$29.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
105New |
$6.89K - $7.65K
|
105
$6.99K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
99+ 56.9% |
$6.5K - $7.21K
|
273
$18.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
95+ 0.87% |
$6.23K - $6.92K
|
11K
$734K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
86+ 1.31% |
$5.64K - $6.27K
|
6.65K
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
86New |
$5.64K - $6.27K
|
86
$5.72K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
84New |
$5.51K - $6.12K
|
84
$5.59K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
84New |
$5.51K - $6.12K
|
84
$5.59K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
64+ 0.51% |
$4.2K - $4.66K
|
12.6K
$840K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
51+ 0.51% |
$3.35K - $3.72K
|
10K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
21+ 1.06% |
$1.38K - $1.53K
|
2K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18New |
$1.18K - $1.31K
|
18
$1.2K
|