Purchases and Sales Made in Q2 2023 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.17% |
$32.7 - $38.5
|
589
$28.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.13% |
$32.7 - $38.5
|
763
$37.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2- 0.28% |
$65.3 - $77
|
721
$35.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-54- 54.0% |
$1.76K - $2.08K
|
46
$2.26K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-60- 52.17% |
$1.96K - $2.31K
|
55
$2.7K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-94- 0.47% |
$3.07K - $3.62K
|
20K
$982K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 1.44% |
$3.27K - $3.85K
|
6.86K
$336K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-117- 0.74% |
$3.82K - $4.5K
|
15.8K
$773K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 4.2% |
$3.92K - $4.62K
|
2.74K
$134K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-152- 1.47% |
$4.96K - $5.85K
|
10.2K
$498K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-200- 2.82% |
$6.53K - $7.7K
|
6.89K
$338K
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-200- 1.0% |
$6.53K - $7.7K
|
19.7K
$967K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 50.0% |
$6.53K - $7.7K
|
200
$9.81K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-212- 57.92% |
$6.92K - $8.16K
|
154
$7.55K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-300- 13.95% |
$9.8K - $11.6K
|
1.85K
$90.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-496- 5.23% |
$16.2K - $19.1K
|
8.98K
$441K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-528- 4.25% |
$17.2K - $20.3K
|
11.9K
$584K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-616- 0.64% |
$20.1K - $23.7K
|
95.9K
$4.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-696- 4.77% |
$22.7K - $26.8K
|
13.9K
$682K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-719- 45.25% |
$23.5K - $27.7K
|
870
$42.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-729- 55.14% |
$23.8K - $28.1K
|
593
$29.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-746- 6.59% |
$24.4K - $28.7K
|
10.6K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-903- 12.8% |
$29.5K - $34.8K
|
6.15K
$302K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-944- 2.48% |
$30.8K - $36.3K
|
37.1K
$1.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-999- 11.78% |
$32.6K - $38.5K
|
7.48K
$367K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.03K- 37.42% |
$33.7K - $39.7K
|
1.72K
$84.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.06K- 16.62% |
$34.5K - $40.7K
|
5.3K
$260K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.1K- 10.81% |
$36K - $42.4K
|
9.09K
$446K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.13K- 6.63% |
$36.8K - $43.4K
|
15.9K
$779K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.35K- 8.05% |
$43.9K - $51.8K
|
15.4K
$754K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.51K- 1.14% |
$49.3K - $58.2K
|
132K
$6.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.57K- 5.45% |
$51.3K - $60.4K
|
27.3K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.74K- 88.95% |
$56.8K - $67K
|
216
$10.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.75K- 14.21% |
$57.1K - $67.4K
|
10.6K
$518K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.86K- 6.25% |
$60.8K - $71.7K
|
27.9K
$1.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.9K- 1.24% |
$62.1K - $73.3K
|
152K
$7.44M
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.19K- 89.74% |
$71.4K - $84.2K
|
250
$12.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.94K- 18.33% |
$95.9K - $113K
|
13.1K
$642K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.24K- 31.5% |
$106K - $125K
|
7.05K
$346K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.26K- 3.29% |
$107K - $126K
|
96K
$4.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.5K- 28.0% |
$114K - $135K
|
9K
$441K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.5K- 36.54% |
$180K - $212K
|
9.56K
$469K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-7.1K- 48.12% |
$232K - $274K
|
7.66K
$376K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.11K- 51.46% |
$298K - $351K
|
8.6K
$422K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-9.33K- 57.14% |
$305K - $359K
|
7K
$343K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-10.2K- 45.55% |
$333K - $392K
|
12.2K
$597K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.9K- 13.87% |
$452K - $533K
|
86.1K
$4.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.4K- 56.61% |
$535K - $631K
|
12.6K
$616K
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-18.5K- 8.72% |
$605K - $713K
|
194K
$9.51M
|