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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-15.6K- 17.17% |
$954K - $1.07M
|
75.4K
$6.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
93+ 41.33% |
$5.67K - $6.34K
|
318
$25.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
315New |
$19.2K - $21.5K
|
315
$25.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
303New |
$18.5K - $20.7K
|
303
$24.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 1.16% |
$61 - $68.2
|
87
$6.98K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.95% |
$61 - $68.2
|
106
$8.51K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
24New |
$1.46K - $1.64K
|
24
$1.93K
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
9.19KNew |
$561K - $627K
|
9.19K
$738K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-270- 1.01% |
$16.5K - $18.4K
|
26.4K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
61+ 13.93% |
$3.72K - $4.16K
|
499
$40.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-240- 25.42% |
$14.6K - $16.4K
|
704
$56.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.1KNew |
$189K - $211K
|
3.1K
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
132+ 0.42% |
$8.05K - $9.01K
|
31.3K
$2.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
129+ 5.74% |
$7.87K - $8.8K
|
2.38K
$191K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-94- 7.45% |
$5.73K - $6.41K
|
1.17K
$93.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.7% |
$183 - $205
|
430
$34.5K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-10.5KClosed |
$684K - $762K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-55- 1.55% |
$3.59K - $4.01K
|
3.5K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-178- 46.6% |
$11.6K - $13K
|
204
$16.4K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
150New |
$9.8K - $10.9K
|
150
$12K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-1.1K- 27.93% |
$72.1K - $80.4K
|
2.85K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.51KNew |
$360K - $401K
|
5.51K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
3.43KNew |
$224K - $250K
|
3.43K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
3KNew |
$196K - $219K
|
3K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.03KNew |
$198K - $221K
|
3.03K
$244K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.61K+ 90.11% |
$367K - $409K
|
11.8K
$950K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
26.9KNew |
$1.76M - $1.96M
|
26.9K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13New |
$850 - $947
|
13
$1.04K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-102- 3.2% |
$6.67K - $7.43K
|
3.09K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12KNew |
$785K - $875K
|
12K
$964K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
86New |
$5.62K - $6.27K
|
86
$6.9K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
54New |
$3.53K - $3.93K
|
54
$4.34K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-363- 3.61% |
$23.7K - $26.4K
|
9.69K
$778K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 61.34% |
$341K - $380K
|
3.29K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
675New |
$44.1K - $49.2K
|
675
$54.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
81New |
$5.29K - $5.9K
|
81
$6.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
450New |
$29.4K - $32.8K
|
450
$36.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-568- 16.16% |
$37.1K - $41.4K
|
2.95K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1+ 1.82% |
$65.4 - $72.9
|
56
$4.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
657New |
$42.9K - $47.9K
|
657
$52.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-120- 4.82% |
$7.84K - $8.74K
|
2.37K
$190K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
150New |
$9.8K - $10.9K
|
150
$12K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1New |
$65.4 - $72.9
|
1
$80.3
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.26% |
$652 - $719
|
3.91K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100New |
$6.52K - $7.19K
|
100
$8.03K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.16K- 7.7% |
$75.7K - $83.5K
|
13.9K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
67.4KNew |
$4.39M - $4.84M
|
67.4K
$5.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
4.22KNew |
$275K - $303K
|
4.22K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.33KNew |
$217K - $239K
|
3.33K
$267K
|
|