Warren Averett Asset Management, LLC Ishares Tr Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,910 shares of IHE stock, worth $313,894. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,910
Previous 3,910 -0.0%
Holding current value
$313,894
Previous $256,000 10.55%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$65.15 - $71.86 $651 - $718
10 Added 0.26%
3,910 $256,000
Q2 2024

Aug 14, 2024
SELL
$62.73 - $67.4 $30,110 - $32,352
-480 Reduced 10.96%
3,900 $258,000
Q1 2024

May 15, 2024
BUY
$66.67 - $208.65 $292,014 - $913,887
4,380 New
4,380 $297,000

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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