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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
406+ 200.0% |
$27.1K - $84.7K
|
609
$48.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
332+ 200.0% |
$22.1K - $69.3K
|
498
$40K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
300+ 200.0% |
$20K - $62.6K
|
450
$36.1K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
212+ 200.0% |
$14.1K - $44.2K
|
318
$25.5K
|
|
|
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
|
Citigroup Inc
|
BUY
|
- |
200+ 200.0% |
$13.3K - $41.7K
|
300
$24.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
200+ 200.0% |
$13.3K - $41.7K
|
300
$24.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
140+ 200.0% |
$9.33K - $29.2K
|
210
$16.9K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
120+ 800.0% |
$8K - $25K
|
135
$10.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
100+ 200.0% |
$6.67K - $20.9K
|
150
$12K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
87New |
$5.8K - $18.2K
|
87
$6.98K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
63New |
$4.2K - $13.1K
|
63
$5.06K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60+ 200.0% |
$4K - $12.5K
|
90
$7.23K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
56+ 200.0% |
$3.73K - $11.7K
|
84
$6.74K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
52+ 650.0% |
$3.47K - $10.8K
|
60
$4.82K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
15New |
$1K - $3.13K
|
15
$1.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
9New |
$600 - $1.88K
|
9
$723
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
8+ 200.0% |
$533 - $1.67K
|
12
$963
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10.1KNew |
$1.69M - $1.88M
|
10.1K
$814K
|
|
|
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
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
514+ 1.12% |
$85.6K - $95.5K
|
46.3K
$3.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
120New |
$20K - $22.3K
|
120
$9.63K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
67New |
$11.2K - $12.4K
|
67
$5.38K
|
|
|
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 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
CALL |
300New |
$52.1K - $57.4K
|
300
$24.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20New |
$3.47K - $3.83K
|
20
$1.61K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
17New |
$2.95K - $3.25K
|
17
$1.36K
|
|
| Q2 2023 | |||||||
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
800New |
$136K - $147K
|
800
$64.2K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100New |
$17K - $18.4K
|
100
$8.03K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$170 - $184
|
1
$80.3
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 2.38% |
$170 - $184
|
43
$3.45K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$258K - $287K
|
1.52K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$200K - $222K
|
1.18K
$94.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.14KNew |
$194K - $216K
|
1.14K
$91.7K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
96+ 8.23% |
$16.3K - $18.1K
|
1.26K
$101K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
78New |
$13.3K - $14.7K
|
78
$6.26K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
37New |
$6.29K - $6.98K
|
37
$2.97K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.6% |
$170 - $189
|
169
$13.6K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
19.9KNew |
$1.12M - $3.78M
|
19.9K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.83KNew |
$326K - $1.11M
|
5.83K
$468K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.09KNew |
$60.9K - $207K
|
1.09K
$87.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1K+ 40.0% |
$56K - $190K
|
3.5K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
294New |
$16.5K - $55.8K
|
294
$23.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
104New |
$5.82K - $19.8K
|
104
$8.35K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
95+ 3.08% |
$5.32K - $18K
|
3.18K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50New |
$2.8K - $9.5K
|
50
$4.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
35New |
$1.96K - $6.65K
|
35
$2.81K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
100New |
$5.64K - $19.6K
|
100
$8.03K
|
|
| Q2 2022 | |||||||
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
33.2KNew |
$5.92M - $6.69M
|
33.2K
$2.66M
|
|