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 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
53+ 1.14% |
$8.83K - $9.85K
|
4.7K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
50New |
$8.33K - $9.29K
|
50
$3.35K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
44+ 50.0% |
$7.33K - $8.17K
|
132
$8.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42New |
$7K - $7.8K
|
42
$2.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35+ 2.26% |
$5.83K - $6.5K
|
1.59K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
30+ 0.73% |
$5K - $5.57K
|
4.15K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22+ 0.31% |
$3.67K - $4.09K
|
7.02K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15New |
$2.5K - $2.79K
|
15
$1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14+ 1.9% |
$2.33K - $2.6K
|
749
$50.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9+ 0.77% |
$1.5K - $1.67K
|
1.18K
$78.9K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.26% |
$833 - $929
|
1.95K
$130K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
5+ 0.89% |
$833 - $929
|
569
$38.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
4+ 0.35% |
$667 - $743
|
1.15K
$76.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3+ 0.12% |
$500 - $557
|
2.46K
$164K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.29% |
$167 - $186
|
341
$22.8K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-21- 1.99% |
$3.5K - $3.9K
|
1.04K
$69.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-30- 0.6% |
$5K - $5.57K
|
5K
$334K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-53- 43.09% |
$8.83K - $9.85K
|
70
$4.69K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-98- 45.58% |
$16.3K - $18.2K
|
117
$7.83K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-127- 2.16% |
$21.2K - $23.6K
|
5.75K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-160- 12.08% |
$26.7K - $29.7K
|
1.17K
$78K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-169- 2.77% |
$28.2K - $31.4K
|
5.93K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-225- 51.02% |
$37.5K - $41.8K
|
216
$14.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-226- 6.32% |
$37.7K - $42K
|
3.35K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-273- 83.49% |
$45.5K - $50.7K
|
54
$3.62K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-303- 17.88% |
$50.5K - $56.3K
|
1.39K
$93.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-309- 1.98% |
$51.5K - $57.4K
|
15.3K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-341- 2.31% |
$56.8K - $63.3K
|
14.4K
$964K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-345- 8.63% |
$57.5K - $64.1K
|
3.65K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-390- 1.76% |
$65K - $72.4K
|
21.8K
$1.46M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-400- 66.33% |
$66.7K - $74.3K
|
203
$13.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-493- 19.83% |
$82.1K - $91.6K
|
1.99K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-598- 2.48% |
$99.6K - $111K
|
23.5K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-651- 9.56% |
$108K - $121K
|
6.16K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-662- 94.71% |
$110K - $123K
|
37
$2.48K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-811- 6.16% |
$135K - $151K
|
12.4K
$827K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.19K- 0.1% |
$198K - $220K
|
1.21M
$80.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.78K- 2.78% |
$296K - $330K
|
62.3K
$4.17M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.2K- 66.67% |
$367K - $409K
|
1.1K
$73.6K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.2K- 66.67% |
$367K - $409K
|
1.1K
$73.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.99K- 52.3% |
$498K - $555K
|
2.72K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.87K- 61.82% |
$1.31M - $1.46M
|
4.86K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-10.1K- 42.84% |
$1.68M - $1.88M
|
13.5K
$903K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13K- 22.81% |
$2.17M - $2.41M
|
44K
$2.94M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57.3K- 23.53% |
$9.55M - $10.6M
|
186K
$12.5M
|