Latest Institutional Purchases of Ishares Tr (IHE)
This list provides information on the latest institutional transactions involving Ishares Tr (IHE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.33KNew |
$217K - $239K
|
3.33K
$267K
|
|
|
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
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
378New |
$24.6K - $27.2K
|
378
$30.3K
|
|
|
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 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100New |
$6.52K - $7.19K
|
100
$8.03K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
99New |
$6.45K - $7.11K
|
99
$7.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
87New |
$5.67K - $6.25K
|
87
$6.98K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23New |
$1.5K - $1.65K
|
23
$1.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10+ 0.26% |
$652 - $719
|
3.91K
$314K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
23.3K+ 12.81% |
$1.53M - $1.7M
|
206K
$16.5M
|
|
|
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 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
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.83K+ 11.21% |
$120K - $133K
|
18.2K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
448+ 1.12% |
$29.4K - $32.6K
|
40.3K
$3.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
84New |
$5.51K - $6.12K
|
84
$6.74K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
84New |
$5.51K - $6.12K
|
84
$6.74K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
63New |
$4.13K - $4.59K
|
63
$5.06K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
286KNew |
$17.9M - $19.3M
|
286K
$22.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
17.8KNew |
$1.12M - $1.2M
|
17.8K
$1.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
2.2K+ 200.0% |
$138K - $148K
|
3.3K
$265K
|
|
|
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 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
379New |
$23.8K - $25.5K
|
379
$30.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
171New |
$10.7K - $11.5K
|
171
$13.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$9.41K - $10.1K
|
150
$12K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
90New |
$5.65K - $6.07K
|
90
$7.23K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78New |
$4.89K - $5.26K
|
78
$6.26K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
75New |
$4.7K - $5.06K
|
75
$6.02K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
72New |
$4.52K - $4.85K
|
72
$5.78K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52New |
$3.26K - $3.5K
|
52
$4.17K
|
|
| Q1 2024 | |||||||
|
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
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.43K+ 221.21% |
$362K - $1.13M
|
7.89K
$633K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.52K+ 200.0% |
$302K - $944K
|
6.79K
$545K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.91KNew |
$260K - $815K
|
3.91K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.76K+ 200.0% |
$184K - $576K
|
4.14K
$332K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.73K+ 200.0% |
$182K - $570K
|
4.1K
$329K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.41K+ 200.0% |
$161K - $503K
|
3.62K
$290K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2K+ 200.0% |
$133K - $417K
|
3K
$241K
|
|
|
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 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
600New |
$40K - $125K
|
600
$48.2K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
600+ 200.0% |
$40K - $125K
|
900
$72.3K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
600+ 200.0% |
$40K - $125K
|
900
$72.3K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
585+ 274.65% |
$39K - $122K
|
798
$64.1K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
500+ 200.0% |
$33.3K - $104K
|
750
$60.2K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
480+ 200.0% |
$32K - $100K
|
720
$57.8K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
450+ 200.0% |
$30K - $93.9K
|
675
$54.2K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
420+ 200.0% |
$28K - $87.6K
|
630
$50.6K
|
|