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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
286KNew |
$17.9M - $19.3M
|
286K
$22.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
171New |
$10.7K - $11.5K
|
171
$13.7K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-70Closed |
$4.67K - $14.6K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
480+ 200.0% |
$32K - $100K
|
720
$57.8K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.76K+ 200.0% |
$184K - $576K
|
4.14K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
120+ 800.0% |
$8K - $25K
|
135
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
77.5KNew |
$5.17M - $16.2M
|
77.5K
$6.23M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
600New |
$40K - $125K
|
600
$48.2K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300+ 200.0% |
$20K - $62.6K
|
450
$36.1K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
420+ 200.0% |
$28K - $87.6K
|
630
$50.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.43K+ 221.21% |
$362K - $1.13M
|
7.89K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.91KNew |
$260K - $815K
|
3.91K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
600+ 200.0% |
$40K - $125K
|
900
$72.3K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
15New |
$1K - $3.13K
|
15
$1.2K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-228- 6.75% |
$15.2K - $47.6K
|
3.15K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
200+ 200.0% |
$13.3K - $41.7K
|
300
$24.1K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
87New |
$5.8K - $18.2K
|
87
$6.98K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
450+ 200.0% |
$30K - $93.9K
|
675
$54.2K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
200+ 200.0% |
$13.3K - $41.7K
|
300
$24.1K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
500+ 200.0% |
$33.3K - $104K
|
750
$60.2K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 200.0% |
$4K - $12.5K
|
90
$7.23K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.14K+ 200.53% |
$76.1K - $238K
|
1.71K
$137K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
212+ 200.0% |
$14.1K - $44.2K
|
318
$25.5K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.52K+ 200.0% |
$302K - $944K
|
6.79K
$545K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2K+ 200.0% |
$133K - $417K
|
3K
$241K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
63New |
$4.2K - $13.1K
|
63
$5.06K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
600+ 200.0% |
$40K - $125K
|
900
$72.3K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
406+ 200.0% |
$27.1K - $84.7K
|
609
$48.9K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 650.0% |
$3.47K - $10.8K
|
60
$4.82K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
585+ 274.65% |
$39K - $122K
|
798
$64.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
8+ 200.0% |
$533 - $1.67K
|
12
$963
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9New |
$600 - $1.88K
|
9
$723
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.73K+ 200.0% |
$182K - $570K
|
4.1K
$329K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
140+ 200.0% |
$9.33K - $29.2K
|
210
$16.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
200+ 200.0% |
$13.3K - $41.7K
|
300
$24.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
117KNew |
$7.79M - $24.4M
|
117K
$9.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100+ 200.0% |
$6.67K - $20.9K
|
150
$12K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
332+ 200.0% |
$22.1K - $69.3K
|
498
$40K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.41K+ 200.0% |
$161K - $503K
|
3.62K
$290K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
56+ 200.0% |
$3.73K - $11.7K
|
84
$6.74K
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.48K- 18.82% |
$98.9K - $309K
|
6.4K
$513K
|
|
| Q4 2023 | |||||||
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
514+ 1.12% |
$85.6K - $95.5K
|
46.3K
$3.72M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.2K- 66.67% |
$367K - $409K
|
1.1K
$88.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.73KNew |
$454K - $506K
|
2.73K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
1.21KNew |
$202K - $225K
|
1.21K
$97.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
67New |
$11.2K - $12.4K
|
67
$5.38K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
120New |
$20K - $22.3K
|
120
$9.63K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10.1KNew |
$1.69M - $1.88M
|
10.1K
$814K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9+ 0.77% |
$1.5K - $1.67K
|
1.18K
$94.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8Closed |
$1.39K - $1.53K
|
0
$0
|
|