Welch Group, LLC Ishares Tr Transaction History

Welch Group, LLC

$2.22 Billion
Q4 2024

A detailed history of Welch Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Welch Group, LLC holds 4,358 shares of IHE stock, worth $305,277. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,358

Holding current value

$305,277

% of portfolio

0.01%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$65.15 - $71.86 $283,923 - $313,165	4,358 New	4,358 $286,000
Q4 2023 Jan 22, 2024	BUY	$166.63 - $185.76 $590,203 - $657,961	3,542 New	3,542 $656,000

Others Institutions Holding IHE

# of Institutions

155

Shares Held

5.41M

Call Options Held

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.23M
Shares

$226 Million
0.09% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.9 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$14.4 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.9 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.61 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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