Purchases and Sales Made in Q4 2023 in Ishares Tr (IHE)
This table provides information about the institutional ownership of Ishares Tr (IHE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.19M+ 5567.77% |
$198M - $220M
|
1.21M
$80.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
130K+ 233.08% |
$21.7M - $24.2M
|
186K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
41.5K+ 2209.91% |
$6.91M - $7.71M
|
43.4K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.8K+ 121.03% |
$6.13M - $6.83M
|
67.1K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.4K+ 304.62% |
$3.73M - $4.15M
|
29.7K
$1.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.7K+ 337.23% |
$2.11M - $2.35M
|
16.4K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
11.2KNew |
$1.87M - $2.08M
|
11.2K
$750K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10.1KNew |
$1.69M - $1.88M
|
10.1K
$679K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.97K+ 564.38% |
$1.33M - $1.48M
|
9.38K
$628K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.88KNew |
$1.31M - $1.46M
|
7.88K
$527K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.07K+ 330.37% |
$1.18M - $1.31M
|
9.21K
$617K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.82KNew |
$803K - $895K
|
4.82K
$323K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.56K+ 185.54% |
$592K - $660K
|
5.47K
$366K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
3.54KNew |
$590K - $658K
|
3.54K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.73KNew |
$454K - $506K
|
2.73K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.54K+ 6.84% |
$424K - $472K
|
39.7K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.94KNew |
$323K - $360K
|
1.94K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.85K+ 35.18% |
$309K - $344K
|
7.12K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.84K+ 83.15% |
$306K - $341K
|
4.04K
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.75K+ 4.84% |
$291K - $325K
|
37.9K
$2.53M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.27KNew |
$211K - $236K
|
1.27K
$84.9K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.27KNew |
$211K - $235K
|
1.27K
$84.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.26KNew |
$209K - $233K
|
1.26K
$84K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
1.21KNew |
$202K - $225K
|
1.21K
$81.1K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.13K+ 353.92% |
$188K - $210K
|
1.45K
$96.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.12KNew |
$187K - $209K
|
1.12K
$75.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.12KNew |
$186K - $207K
|
1.12K
$74.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.1KNew |
$183K - $204K
|
1.1K
$73.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.07KNew |
$178K - $199K
|
1.07K
$71.6K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
830+ 54.64% |
$138K - $154K
|
2.35K
$157K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
677New |
$113K - $126K
|
677
$45.3K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
514+ 1.12% |
$85.6K - $95.5K
|
46.3K
$3.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
290+ 9.39% |
$48.3K - $53.9K
|
3.38K
$226K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
268+ 7.95% |
$44.7K - $49.8K
|
3.64K
$244K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
225+ 18.77% |
$37.5K - $41.8K
|
1.42K
$95.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
208+ 13.53% |
$34.7K - $38.6K
|
1.75K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
200+ 30.67% |
$33.3K - $37.2K
|
852
$57K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
137+ 274.0% |
$22.8K - $25.4K
|
187
$12.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
133+ 10.82% |
$22.2K - $24.7K
|
1.36K
$91.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
132+ 7.39% |
$22K - $24.5K
|
1.92K
$128K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
120New |
$20K - $22.3K
|
120
$8.03K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
116+ 29.0% |
$19.3K - $21.5K
|
516
$34.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
114+ 0.95% |
$19K - $21.2K
|
12.1K
$812K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
111+ 3.33% |
$18.5K - $20.6K
|
3.45K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
90+ 1.99% |
$15K - $16.7K
|
4.62K
$310K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
85New |
$14.2K - $15.8K
|
85
$5.69K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
67New |
$11.2K - $12.4K
|
67
$4.49K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
67+ 113.56% |
$11.2K - $12.4K
|
126
$8.44K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
65+ 2.96% |
$10.8K - $12.1K
|
2.26K
$151K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
54New |
$9K - $10K
|
54
$3.62K
|