O'Shaughnessy Asset Management, LLC Ishares Tr Transaction History

O'Shaughnessy Asset Management, LLC

  • $16.5 Billion
  • Q3 2025

A detailed history of O'Shaughnessy Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 343 shares of IHE stock, worth $27,536. This represents 0.0% of its overall portfolio holdings.

Number of Shares
343
Previous 199 72.36%
Holding current value
$27,536
Previous $13,000 84.62%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$65.74 - $72.56 $9,466 - $10,448
144 Added 72.36%
343 $24,000
Q2 2025

Aug 12, 2025
SELL
$61.0 - $68.22 $427 - $477
-7 Reduced 3.4%
199 $13,000
Q1 2025

May 13, 2025
BUY
$65.36 - $72.85 $13,464 - $15,007
206 New
206 $14,000

Others Institutions Holding IHE

# of Institutions
161
Shares Held
4.69M
Call Options Held
0
Put Options Held
4.2K
View Full List

About ISHARES TR

IHE Quotes by TradingView
  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
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