A detailed history of Capital Analysts, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Analysts, LLC holds 1,111 shares of IHE stock, worth $73,192. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,111
Previous 1,111 -0.0%
Holding current value
$73,192
Previous $74,000 5.41%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$62.73 - $67.4 $17,940 - $19,276
286 Added 34.67%
1,111 $74,000
Q1 2024

May 14, 2024

SELL
$66.67 - $208.65 $16,267 - $50,910
-244 Reduced 22.83%
825 $56,000
Q4 2023

Jan 30, 2024

BUY
$166.63 - $185.76 $178,127 - $198,577
1,069 New
1,069 $198,000
Q1 2018

May 14, 2018

SELL
$144.38 - $165.42 $18,769 - $21,504
-130 Closed
0 $0
Q4 2017

Feb 14, 2018

SELL
$149.13 - $160.77 $1.64 Million - $1.76 Million
-10,968 Reduced 98.83%
130 $20,000
Q4 2017

Feb 12, 2018

BUY
$149.13 - $160.77 $1.66 Million - $1.78 Million
11,098
11,098 $2.83 Million

Others Institutions Holding IHE

About ISHARES TR


  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
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