Purchases and Sales Made in Q1 2025 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
377+ 24.62% |
$17.6K - $20K
|
1.91K
$97.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
309New |
$14.5K - $16.4K
|
309
$15.8K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
294+ 0.66% |
$13.8K - $15.6K
|
45K
$2.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 31.25% |
$9.35K - $10.6K
|
840
$42.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200+ 4.22% |
$9.35K - $10.6K
|
4.94K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
196+ 0.72% |
$9.17K - $10.4K
|
27.3K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
192+ 12.3% |
$8.98K - $10.2K
|
1.75K
$89.4K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
187+ 1.02% |
$8.75K - $9.91K
|
18.5K
$944K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
180+ 3.31% |
$8.42K - $9.53K
|
5.62K
$286K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
160+ 24.39% |
$7.48K - $8.48K
|
816
$41.6K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
152New |
$7.11K - $8.05K
|
152
$7.75K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
147New |
$6.88K - $7.79K
|
147
$7.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
136+ 0.15% |
$6.36K - $7.2K
|
93.2K
$4.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
120+ 2.14% |
$5.61K - $6.36K
|
5.72K
$292K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
109New |
$5.1K - $5.77K
|
109
$5.56K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
103New |
$4.82K - $5.46K
|
103
$5.25K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
79New |
$3.69K - $4.18K
|
79
$4.03K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
65+ 1.1% |
$3.04K - $3.44K
|
5.99K
$305K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
59+ 4.92% |
$2.76K - $3.13K
|
1.26K
$64.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58+ 0.84% |
$2.71K - $3.07K
|
7K
$357K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
55New |
$2.57K - $2.91K
|
55
$2.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
48+ 2.55% |
$2.24K - $2.54K
|
1.93K
$98.3K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$46.8 - $53
|
1
$51
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-25- 0.58% |
$1.17K - $1.32K
|
4.31K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-55- 0.84% |
$2.57K - $2.91K
|
6.48K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-64- 27.0% |
$2.99K - $3.39K
|
173
$8.82K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-105- 2.14% |
$4.91K - $5.56K
|
4.81K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
SELL
|
- |
-143- 2.99% |
$6.69K - $7.57K
|
4.64K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-180- 3.21% |
$8.42K - $9.53K
|
5.44K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-194- 3.12% |
$9.07K - $10.3K
|
6.02K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-225- 4.75% |
$10.5K - $11.9K
|
4.51K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-230- 3.61% |
$10.8K - $12.2K
|
6.14K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-264- 1.15% |
$12.3K - $14K
|
22.7K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-300- 20.88% |
$14K - $15.9K
|
1.14K
$58K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-322- 14.36% |
$15.1K - $17.1K
|
1.92K
$98K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-326- 3.75% |
$15.2K - $17.3K
|
8.37K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-393- 3.87% |
$18.4K - $20.8K
|
9.76K
$498K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-400- 0.5% |
$18.7K - $21.2K
|
79.3K
$4.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-450- 4.52% |
$21K - $23.8K
|
9.51K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-455- 6.96% |
$21.3K - $24.1K
|
6.08K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-509- 3.23% |
$23.8K - $27K
|
15.3K
$778K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-560- 9.5% |
$26.2K - $29.7K
|
5.33K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-572- 6.83% |
$26.8K - $30.3K
|
7.8K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-601- 7.41% |
$28.1K - $31.8K
|
7.51K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-637- 0.89% |
$29.8K - $33.7K
|
70.6K
$3.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-742- 20.95% |
$34.7K - $39.3K
|
2.8K
$143K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-806- 1.12% |
$37.7K - $42.7K
|
71.2K
$3.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-873- 4.22% |
$40.8K - $46.2K
|
19.8K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1K- 9.44% |
$46.8K - $53K
|
9.59K
$489K
|