Purchases and Sales Made in Q1 2022 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR CYBERSECURITY & TEC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
814+ 2.78% |
$30.8K - $36.2K
|
30.1K
$1.48M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
810+ 11.11% |
$30.6K - $36K
|
8.1K
$397K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
739+ 3.81% |
$27.9K - $32.8K
|
20.1K
$988K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
682+ 8.43% |
$25.8K - $30.3K
|
8.77K
$430K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
648+ 3.29% |
$24.5K - $28.8K
|
20.4K
$999K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
643+ 9.6% |
$24.3K - $28.6K
|
7.34K
$360K
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
454+ 3.67% |
$17.2K - $20.2K
|
12.8K
$630K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
402New |
$15.2K - $17.9K
|
402
$19.7K
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
275+ 1.38% |
$10.4K - $12.2K
|
20.3K
$994K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
260+ 8.31% |
$9.83K - $11.5K
|
3.39K
$166K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
231New |
$8.73K - $10.3K
|
231
$11.3K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
225+ 3.8% |
$8.51K - $9.99K
|
6.14K
$301K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
206+ 3.8% |
$7.79K - $9.15K
|
5.63K
$276K
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
189+ 4.1% |
$7.14K - $8.4K
|
4.8K
$235K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
186+ 6.64% |
$7.03K - $8.26K
|
2.99K
$147K
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
167+ 0.48% |
$6.31K - $7.42K
|
35K
$1.72M
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
150+ 4.04% |
$5.67K - $6.66K
|
3.87K
$190K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
122+ 26.52% |
$4.61K - $5.42K
|
582
$28.5K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
100New |
$3.78K - $4.44K
|
100
$4.91K
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
93+ 0.31% |
$3.52K - $4.13K
|
30.5K
$1.49M
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
75+ 0.59% |
$2.84K - $3.33K
|
12.8K
$630K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
68+ 0.7% |
$2.57K - $3.02K
|
9.85K
$483K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
62New |
$2.34K - $2.75K
|
62
$3.04K
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
34New |
$1.29K - $1.51K
|
34
$1.67K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
26New |
$983 - $1.15K
|
26
$1.28K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
25+ 0.34% |
$945 - $1.11K
|
7.36K
$361K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22New |
$832 - $977
|
22
$1.08K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
15+ 21.43% |
$567 - $666
|
85
$4.17K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 4.88% |
$75.6 - $88.8
|
43
$2.11K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-40- 1.19% |
$1.51K - $1.78K
|
3.33K
$163K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-110Closed |
$4.16K - $4.89K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-135Closed |
$5.1K - $6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-211- 0.73% |
$7.98K - $9.37K
|
28.8K
$1.41M
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-244- 19.69% |
$9.22K - $10.8K
|
995
$48.8K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-405- 28.68% |
$15.3K - $18K
|
1.01K
$49.4K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-466Closed |
$17.6K - $20.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-500- 4.02% |
$18.9K - $22.2K
|
11.9K
$586K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-502Closed |
$19K - $22.3K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-523- 2.8% |
$19.8K - $23.2K
|
18.2K
$892K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-576- 0.41% |
$21.8K - $25.6K
|
140K
$6.88M
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-700- 9.37% |
$26.5K - $31.1K
|
6.77K
$332K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-735- 8.39% |
$27.8K - $32.6K
|
8.03K
$394K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-775Closed |
$29.3K - $34.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-932- 1.1% |
$35.2K - $41.4K
|
83.7K
$4.11M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.27K- 2.11% |
$47.9K - $56.3K
|
58.8K
$2.89M
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.57K- 7.87% |
$59.3K - $69.7K
|
18.4K
$902K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.9K- 11.56% |
$71.9K - $84.5K
|
14.6K
$714K
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.7K- 1.41% |
$102K - $120K
|
189K
$9.27M
|