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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-754- 17.49% |
$49.6K - $54.7K
|
3.56K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66+ 30.84% |
$4.34K - $4.79K
|
280
$22.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-231- 26.89% |
$15.2K - $16.8K
|
628
$50.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-222- 57.81% |
$14.6K - $16.1K
|
162
$13K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-15- 0.44% |
$986 - $1.09K
|
3.43K
$275K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.79K+ 218.03% |
$184K - $203K
|
4.07K
$327K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
99.8K+ 793.03% |
$6.56M - $7.24M
|
112K
$9.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-450- 3.55% |
$29.6K - $32.7K
|
12.2K
$981K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.14KNew |
$272K - $300K
|
4.14K
$332K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
217+ 4.43% |
$14.3K - $15.7K
|
5.12K
$411K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
456+ 116.92% |
$30K - $33.1K
|
846
$67.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
31+ 0.44% |
$2.04K - $2.25K
|
7.09K
$570K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.79K- 34.04% |
$315K - $347K
|
9.28K
$745K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.35K- 52.6% |
$89K - $98.2K
|
1.22K
$97.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-153- 50.0% |
$10.1K - $11.1K
|
153
$12.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-8.36K- 30.15% |
$550K - $607K
|
19.4K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
138New |
$9.07K - $10K
|
138
$11.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-664- 7.69% |
$43.7K - $48.2K
|
7.97K
$640K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
34+ 0.17% |
$2.24K - $2.47K
|
20.3K
$1.63M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
23New |
$1.51K - $1.67K
|
23
$1.85K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
167+ 107.05% |
$11K - $12.1K
|
323
$25.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-240- 2.64% |
$15.8K - $17.4K
|
8.86K
$712K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
6+ 0.43% |
$394 - $435
|
1.41K
$113K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
240+ 6.05% |
$15.8K - $17.4K
|
4.21K
$338K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
270New |
$17.7K - $19.6K
|
270
$21.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
192New |
$12.6K - $13.9K
|
192
$15.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.43KNew |
$226K - $249K
|
3.43K
$276K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-896- 4.0% |
$58.9K - $65K
|
21.5K
$1.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-84- 1.23% |
$5.52K - $6.1K
|
6.75K
$541K
|
|
|
Oct 24, 2025
Q3 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
230+ 3.2% |
$15.1K - $16.7K
|
7.42K
$595K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2.92KNew |
$192K - $212K
|
2.92K
$234K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
313+ 4.39% |
$20.6K - $22.7K
|
7.44K
$597K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.2K- 29.59% |
$78.9K - $87.1K
|
2.86K
$229K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
773+ 2665.52% |
$50.8K - $56.1K
|
802
$64.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.43K- 10.54% |
$226K - $249K
|
29.1K
$2.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 3.07% |
$592 - $653
|
284
$22.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-245- 1.56% |
$16.1K - $17.8K
|
15.5K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
527New |
$34.6K - $38.2K
|
527
$42.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2+ 0.49% |
$131 - $145
|
414
$33.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-633- 5.65% |
$41.6K - $45.9K
|
10.6K
$848K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
75+ 28.41% |
$4.93K - $5.44K
|
339
$27.2K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
736+ 11.04% |
$48.4K - $53.4K
|
7.4K
$594K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.2K+ 13.93% |
$866K - $969K
|
116K
$9.33M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.7K+ 4.73% |
$104K - $116K
|
37.6K
$3.02M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-118- 2.75% |
$7.2K - $8.05K
|
4.18K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.16% |
$61 - $68.2
|
87
$6.98K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-951- 43.97% |
$58K - $64.9K
|
1.21K
$97.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-96- 53.33% |
$5.86K - $6.55K
|
84
$6.74K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
100New |
$6.1K - $6.82K
|
100
$8.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
84New |
$5.12K - $5.73K
|
84
$6.74K
|
|