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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
6.04KNew |
$394K - $434K
|
6.04K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
20.5KNew |
$1.34M - $1.47M
|
20.5K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.12KNew |
$269K - $296K
|
4.12K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-24.7K- 87.39% |
$1.61M - $1.77M
|
3.56K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
87New |
$5.67K - $6.25K
|
87
$6.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8.32K- 92.8% |
$542K - $598K
|
645
$51.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
321+ 3.16% |
$20.9K - $23.1K
|
10.5K
$840K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
189New |
$12.3K - $13.6K
|
189
$15.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.57KNew |
$363K - $401K
|
5.57K
$447K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
378New |
$24.6K - $27.2K
|
378
$30.3K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-12- 52.17% |
$782 - $862
|
11
$883
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.47K- 99.44% |
$161K - $177K
|
14
$1.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
7.46KNew |
$486K - $536K
|
7.46K
$599K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
8.16KNew |
$531K - $586K
|
8.16K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23New |
$1.5K - $1.65K
|
23
$1.85K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
20KNew |
$1.3M - $1.43M
|
20K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
4.36KNew |
$284K - $313K
|
4.36K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.22KNew |
$209K - $231K
|
3.22K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
660New |
$43K - $47.4K
|
660
$53K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
58.3KNew |
$3.8M - $4.19M
|
58.3K
$4.68M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
99New |
$6.45K - $7.11K
|
99
$7.95K
|
|
| Q3 2024 | |||||||
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
63New |
$4.13K - $4.59K
|
63
$5.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.22KNew |
$146K - $162K
|
2.22K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.03K+ 31.96% |
$133K - $148K
|
8.4K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.9KNew |
$780K - $866K
|
11.9K
$954K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5K+ 75.82% |
$328K - $364K
|
11.6K
$931K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
23.3K+ 12.81% |
$1.53M - $1.7M
|
206K
$16.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-450- 69.44% |
$29.5K - $32.8K
|
198
$15.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
84New |
$5.51K - $6.12K
|
84
$6.74K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.83K+ 11.21% |
$120K - $133K
|
18.2K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-243- 21.26% |
$15.9K - $17.7K
|
900
$72.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
448+ 1.12% |
$29.4K - $32.6K
|
40.3K
$3.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25.8K- 100.0% |
$1.69M - $1.88M
|
1
$80.3
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.11K- 6.18% |
$204K - $227K
|
47.3K
$3.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.8K- 50.18% |
$1.03M - $1.15M
|
15.7K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
84New |
$5.51K - $6.12K
|
84
$6.74K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$65.6 - $72.9
|
3.37K
$271K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.41K- 50.3% |
$290K - $322K
|
4.36K
$350K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2025
Q2 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-210Closed |
$13.2K - $14.2K
|
0
$0
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
90New |
$5.65K - $6.07K
|
90
$7.23K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-165Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17.8KNew |
$1.12M - $1.2M
|
17.8K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
75New |
$4.7K - $5.06K
|
75
$6.02K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52New |
$3.26K - $3.5K
|
52
$4.17K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.15K+ 74.42% |
$72.3K - $77.6K
|
2.7K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78New |
$4.89K - $5.26K
|
78
$6.26K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
72New |
$4.52K - $4.85K
|
72
$5.78K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
2.2K+ 200.0% |
$138K - $148K
|
3.3K
$265K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
379New |
$23.8K - $25.5K
|
379
$30.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$9.41K - $10.1K
|
150
$12K
|
|