Latest Institutional Transactions on Ishares Tr (IHE)
This table provides information on the latest institutional transactions involving Ishares Tr (IHE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-567- 9.55% |
$36.9K - $40.7K
|
5.37K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
906+ 24.74% |
$59K - $65.1K
|
4.57K
$311K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-35- 0.32% |
$2.28K - $2.52K
|
11K
$747K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.22KNew |
$209K - $231K
|
3.22K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
660New |
$43K - $47.4K
|
660
$44.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.14% |
$326 - $359
|
3.47K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
14.7KNew |
$959K - $1.06M
|
14.7K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
7+ 0.58% |
$456 - $503
|
1.21K
$82.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-1.75K- 20.14% |
$114K - $125K
|
6.92K
$471K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
261+ 4.05% |
$17K - $18.8K
|
6.7K
$456K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
675+ 14.99% |
$44K - $48.5K
|
5.18K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
58.3KNew |
$3.8M - $4.19M
|
58.3K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 48.17% |
$114K - $126K
|
5.39K
$366K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 0.29% |
$261 - $287
|
1.39K
$94.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
356+ 11.01% |
$23.2K - $25.6K
|
3.59K
$244K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
99New |
$6.45K - $7.11K
|
99
$6.73K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.69K- 30.82% |
$242K - $269K
|
8.28K
$563K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-869- 2.1% |
$57K - $63.3K
|
40.5K
$2.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-104- 1.01% |
$6.82K - $7.58K
|
10.1K
$690K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-136- 4.2% |
$8.92K - $9.91K
|
3.11K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5K+ 75.82% |
$328K - $364K
|
11.6K
$788K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.25KNew |
$213K - $237K
|
3.25K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-816- 21.29% |
$53.5K - $59.5K
|
3.02K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-512- 3.68% |
$33.6K - $37.3K
|
13.4K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10- 0.07% |
$656 - $729
|
15.1K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.8K+ 239.6% |
$3.27M - $3.63M
|
70.6K
$4.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
501+ 1.38% |
$32.9K - $36.5K
|
36.9K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
86New |
$5.64K - $6.27K
|
86
$5.85K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
180New |
$11.8K - $13.1K
|
180
$12.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-556- 37.8% |
$36.5K - $40.5K
|
915
$62.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-76- 1.89% |
$4.99K - $5.54K
|
3.95K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
21+ 1.06% |
$1.38K - $1.53K
|
2K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-126- 2.87% |
$8.27K - $9.18K
|
4.26K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.21K+ 398.39% |
$210K - $234K
|
4.01K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
616+ 5.49% |
$40.4K - $44.9K
|
11.8K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.22KNew |
$146K - $162K
|
2.22K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53- 1.08% |
$3.48K - $3.86K
|
4.85K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.03K+ 31.96% |
$133K - $148K
|
8.4K
$571K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.8K- 78.6% |
$1.23M - $1.37M
|
5.12K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39K+ 419.75% |
$2.56M - $2.84M
|
48.3K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.34K+ 1.57% |
$88K - $97.8K
|
87.1K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
410+ 2.08% |
$26.9K - $29.9K
|
20.1K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9KNew |
$780K - $866K
|
11.9K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.4K- 6.74% |
$1.08M - $1.2M
|
227K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-855- 0.55% |
$56.1K - $62.3K
|
155K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18New |
$1.18K - $1.31K
|
18
$1.22K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
105New |
$6.89K - $7.65K
|
105
$7.14K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-131- 2.32% |
$8.59K - $9.54K
|
5.51K
$375K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.36K+ 21.46% |
$88.9K - $98.7K
|
7.67K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
225New |
$14.8K - $16.4K
|
225
$15.3K
|
|