Purchases and Sales Made in Q2 2024 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q2 2024. 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 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
535New |
$23.1K - $25K
|
535
$26.2K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
501+ 41.75% |
$21.6K - $23.4K
|
1.7K
$83.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
464+ 0.15% |
$20K - $21.6K
|
316K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
371New |
$16K - $17.3K
|
371
$18.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
322New |
$13.9K - $15K
|
322
$15.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
225New |
$9.71K - $10.5K
|
225
$11K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
212+ 4.91% |
$9.15K - $9.89K
|
4.53K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
142+ 1.77% |
$6.13K - $6.62K
|
8.19K
$401K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
113New |
$4.88K - $5.27K
|
113
$5.54K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
63New |
$2.72K - $2.94K
|
63
$3.09K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
45New |
$1.94K - $2.1K
|
45
$2.21K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
15New |
$648 - $700
|
15
$736
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
9New |
$389 - $420
|
9
$441
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.17% |
$43.2 - $46.6
|
590
$28.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 9.71% |
$432 - $466
|
93
$4.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13- 54.17% |
$561 - $606
|
11
$540
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17- 0.21% |
$734 - $793
|
8.15K
$400K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-18Closed |
$777 - $840
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-50- 0.23% |
$2.16K - $2.33K
|
21.9K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-62- 0.71% |
$2.68K - $2.89K
|
8.62K
$423K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-66- 3.16% |
$2.85K - $3.08K
|
2.02K
$99.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-68- 0.99% |
$2.94K - $3.17K
|
6.81K
$334K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-70- 0.96% |
$3.02K - $3.26K
|
7.19K
$353K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-75- 20.72% |
$3.24K - $3.5K
|
287
$14.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-77- 0.3% |
$3.32K - $3.59K
|
25.4K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-83- 1.34% |
$3.58K - $3.87K
|
6.09K
$299K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100- 92.59% |
$4.32K - $4.66K
|
8
$392
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-121- 29.95% |
$5.22K - $5.64K
|
283
$13.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-140- 1.0% |
$6.04K - $6.53K
|
13.9K
$683K
|
|
|
Aug 07, 2024
Q2 2024
|
Pecaut & Co.
|
SELL
|
- |
-149- 3.01% |
$6.43K - $6.95K
|
4.79K
$235K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-166- 76.85% |
$7.17K - $7.74K
|
50
$2.45K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-175- 1.08% |
$7.55K - $8.16K
|
16.1K
$789K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 2.06% |
$8.63K - $9.33K
|
9.49K
$465K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-201- 1.29% |
$8.68K - $9.37K
|
15.3K
$752K
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-264- 1.12% |
$11.4K - $12.3K
|
23.3K
$1.15M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-284- 47.89% |
$12.3K - $13.2K
|
309
$15.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-325- 1.93% |
$14K - $15.2K
|
16.5K
$809K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-328- 9.22% |
$14.2K - $15.3K
|
3.23K
$158K
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-334- 1.64% |
$14.4K - $15.6K
|
20K
$983K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-350- 47.36% |
$15.1K - $16.3K
|
389
$19.1K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-370- 1.38% |
$16K - $17.3K
|
26.4K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-421- 3.49% |
$18.2K - $19.6K
|
11.6K
$571K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-432- 33.38% |
$18.6K - $20.1K
|
862
$42.3K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-502- 4.9% |
$21.7K - $23.4K
|
9.74K
$478K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-614- 12.78% |
$26.5K - $28.6K
|
4.19K
$206K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-652- 10.88% |
$28.1K - $30.4K
|
5.34K
$262K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-733- 8.35% |
$31.6K - $34.2K
|
8.05K
$395K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-908- 6.84% |
$39.2K - $42.3K
|
12.4K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.02K- 25.13% |
$44.1K - $47.6K
|
3.04K
$149K
|