Worth Pointe, LLC Ishares Tr Transaction History

Worth Pointe, LLC

$217 Million
Q2 2024

A detailed history of Worth Pointe, LLC transactions in Ishares Tr stock. As of the latest transaction made, Worth Pointe, LLC holds 17,803 shares of IHE stock, worth $1.23 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

17,803

Holding current value

$1.23 Million

% of portfolio

0.54%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$62.73 - $67.4 $1.12 Million - $1.2 Million	17,803 New	17,803 $1.18 Million

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.57M

Call Options Held

6.2K

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.44M
Shares

$238 Million
0.1% of portfolio
Morgan Stanley New York, NY

243K
Shares

$16.8 Million
0.0% of portfolio
Aptus Capital Advisors, LLC

183K
Shares

$12.7 Million
0.23% of portfolio
Rockport Wealth LLC Fairview Park, OH

182K
Shares

$12.6 Million
5.1% of portfolio
Bank Of America Corp Charlotte, NC

156K
Shares

$10.8 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

More about IHE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Pointe, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Pointe, LLC with notifications on news.

Account