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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.12% |
$510 - $566
|
2.56K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-98- 13.86% |
$16.7K - $18.5K
|
609
$41.4K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$200K - $222K
|
1.18K
$79.9K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
37New |
$6.29K - $6.98K
|
37
$2.52K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$258K - $287K
|
1.52K
$103K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
96+ 8.23% |
$16.3K - $18.1K
|
1.26K
$85.9K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
16+ 1.1% |
$2.72K - $3.02K
|
1.48K
$100K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
385New |
$65.4K - $72.7K
|
385
$26.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
78New |
$13.3K - $14.7K
|
78
$5.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.14KNew |
$194K - $216K
|
1.14K
$77.7K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$170 - $189
|
169
$11.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
35New |
$1.96K - $6.65K
|
35
$2.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1K+ 40.0% |
$56K - $190K
|
3.5K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
294New |
$16.5K - $55.8K
|
294
$20K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50New |
$2.8K - $9.5K
|
50
$3.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.1KNew |
$61.6K - $209K
|
1.1K
$74.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.83KNew |
$326K - $1.11M
|
5.83K
$396K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.09KNew |
$60.9K - $207K
|
1.09K
$74K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
19.9KNew |
$1.12M - $3.78M
|
19.9K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
104New |
$5.82K - $19.8K
|
104
$7.07K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
37New |
$2.07K - $7.03K
|
37
$2.52K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
95+ 3.08% |
$5.32K - $18K
|
3.18K
$216K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-15.1K- 99.47% |
$844K - $2.86M
|
81
$5.51K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
100New |
$5.64K - $19.6K
|
100
$6.8K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18- 1.33% |
$3.21K - $3.63K
|
1.34K
$90.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-225Closed |
$40.2K - $45.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
37New |
$6.6K - $7.47K
|
37
$2.52K
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.07KNew |
$190K - $215K
|
1.07K
$72.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.76K- 40.0% |
$314K - $355K
|
2.64K
$180K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-80Closed |
$14.3K - $16.1K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-425Closed |
$75.8K - $85.8K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-190- 15.57% |
$33.9K - $38.3K
|
1.03K
$70K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
275New |
$49.1K - $55.5K
|
275
$18.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.18% |
$357 - $404
|
1.14K
$77.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
15New |
$2.68K - $3.03K
|
15
$1.02K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-48Closed |
$8.57K - $9.69K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-178- 1.01% |
$31.8K - $35.9K
|
17.4K
$1.19M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.96KNew |
$884K - $1M
|
4.96K
$337K
|
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
33.2KNew |
$5.92M - $6.69M
|
33.2K
$2.25M
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-251Closed |
$45.4K - $49.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
650New |
$118K - $129K
|
650
$44.2K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13Closed |
$2.35K - $2.57K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
30New |
$5.42K - $5.94K
|
30
$2.04K
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
558New |
$101K - $111K
|
558
$37.9K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-20Closed |
$3.62K - $3.96K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-12.2KClosed |
$2.21M - $2.42M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-30Closed |
$5.42K - $5.94K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
450New |
$81.4K - $89.1K
|
450
$30.6K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.19KClosed |
$938K - $1.03M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-1.29KClosed |
$234K - $256K
|
0
$0
|
|