Capital Analysts, LLC Ishares Tr Transaction History

Capital Analysts, LLC

$2.49 Billion
Q4 2024

A detailed history of Capital Analysts, LLC transactions in Ishares Tr stock. As of the latest transaction made, Capital Analysts, LLC holds 1,575 shares of IHE stock, worth $111,667. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,575

Previous 1,111 41.76%

Holding current value

$111,667

Previous $78,000 33.33%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$65.15 - $71.86 $30,229 - $33,343	464 Added 41.76%	1,575 $104,000
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

# of Institutions

163

Shares Held

5.44M

Call Options Held

100

Put Options Held

View Full List

About ISHARES TR

Ticker IHE
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Capital Analysts, LLC Ishares Tr Transaction History