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 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17+ 0.5% |
$1.12K - $1.24K
|
3.39K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
12+ 0.34% |
$787 - $874
|
3.52K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
9+ 0.26% |
$590 - $656
|
3.47K
$232K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 0.51% |
$459 - $510
|
1.39K
$92.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.78% |
$131 - $146
|
259
$17.3K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 4.55% |
$65.6 - $72.9
|
23
$1.54K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.04% |
$65.6 - $72.9
|
2.24K
$150K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$65.6 - $72.9
|
3.37K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10- 0.07% |
$656 - $729
|
15.1K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12- 0.37% |
$787 - $874
|
3.23K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30- 0.08% |
$1.97K - $2.19K
|
38.1K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-30- 6.41% |
$1.97K - $2.19K
|
438
$29.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 11.47% |
$2.56K - $2.84K
|
301
$20.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53- 1.08% |
$3.48K - $3.86K
|
4.85K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-76- 1.89% |
$4.99K - $5.54K
|
3.95K
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-95- 1.75% |
$6.23K - $6.92K
|
5.33K
$356K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-104- 1.01% |
$6.82K - $7.58K
|
10.1K
$678K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-126- 2.87% |
$8.27K - $9.18K
|
4.26K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-131- 2.32% |
$8.59K - $9.54K
|
5.51K
$368K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-136- 4.2% |
$8.92K - $9.91K
|
3.11K
$207K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-169- 4.4% |
$11.1K - $12.3K
|
3.67K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-172- 4.52% |
$11.3K - $12.5K
|
3.64K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-200- 4.57% |
$13.1K - $14.6K
|
4.18K
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-243- 21.26% |
$15.9K - $17.7K
|
900
$60.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-285- 1.92% |
$18.7K - $20.8K
|
14.6K
$972K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-372- 1.81% |
$24.4K - $27.1K
|
20.1K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-450- 69.44% |
$29.5K - $32.8K
|
198
$13.2K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-512- 3.68% |
$33.6K - $37.3K
|
13.4K
$895K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-532- 5.6% |
$34.9K - $38.8K
|
8.96K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-556- 37.8% |
$36.5K - $40.5K
|
915
$61.1K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-816- 21.29% |
$53.5K - $59.5K
|
3.02K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-855- 0.55% |
$56.1K - $62.3K
|
155K
$10.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-858- 27.63% |
$56.3K - $62.5K
|
2.25K
$150K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-869- 2.1% |
$57K - $63.3K
|
40.5K
$2.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.06K- 7.33% |
$69.7K - $77.5K
|
13.4K
$897K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.23K- 28.68% |
$80.4K - $89.3K
|
3.05K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.93K- 6.97% |
$127K - $141K
|
25.7K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.11K- 6.18% |
$204K - $227K
|
47.3K
$3.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.51K- 11.07% |
$230K - $256K
|
28.2K
$1.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.63K- 36.05% |
$238K - $264K
|
6.44K
$430K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.69K- 30.82% |
$242K - $269K
|
8.28K
$553K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.69K- 30.82% |
$242K - $269K
|
8.28K
$553K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.41K- 50.3% |
$290K - $322K
|
4.36K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.2K- 61.21% |
$666K - $740K
|
6.43K
$430K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.8K- 50.18% |
$1.03M - $1.15M
|
15.7K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.4K- 6.74% |
$1.08M - $1.2M
|
227K
$15.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.3K- 35.72% |
$1.14M - $1.26M
|
31.2K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.8K- 78.6% |
$1.23M - $1.37M
|
5.12K
$342K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25.8K- 100.0% |
$1.69M - $1.88M
|
1
$66.8
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-88.8K- 2.58% |
$5.82M - $6.47M
|
3.35M
$224M
|