Purchases and Sales Made in Q4 2023 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
437+ 2.59% |
$15.9K - $20K
|
17.3K
$859K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
389New |
$14.1K - $17.8K
|
389
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
381+ 1.51% |
$13.9K - $17.4K
|
25.6K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
308+ 2.01% |
$11.2K - $14.1K
|
15.6K
$775K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
303+ 0.39% |
$11K - $13.8K
|
79K
$3.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
200New |
$7.27K - $9.13K
|
200
$9.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
178New |
$6.47K - $8.13K
|
178
$8.83K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
157+ 2.35% |
$5.71K - $7.17K
|
6.85K
$340K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
145+ 1.77% |
$5.27K - $6.62K
|
8.34K
$413K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
120+ 1.87% |
$4.36K - $5.48K
|
6.53K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
115New |
$4.18K - $5.25K
|
115
$5.71K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
88New |
$3.2K - $4.02K
|
88
$4.37K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50+ 625.0% |
$1.82K - $2.28K
|
58
$2.88K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
47+ 24.23% |
$1.71K - $2.15K
|
241
$12K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
43New |
$1.56K - $1.96K
|
43
$2.13K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
40New |
$1.45K - $1.83K
|
40
$1.98K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 0.23% |
$909 - $1.14K
|
11K
$545K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$364 - $457
|
10
$496
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 2.76% |
$364 - $457
|
372
$18.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.08% |
$109 - $137
|
3.57K
$177K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.19% |
$36.4 - $45.7
|
538
$26.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.05% |
$36.4 - $45.7
|
2.05K
$102K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.65% |
$36.4 - $45.7
|
154
$7.64K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 3.85% |
$36.4 - $45.7
|
27
$1.34K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-8- 0.38% |
$291 - $365
|
2.09K
$104K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9- 0.29% |
$327 - $411
|
3.09K
$153K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-32- 0.23% |
$1.16K - $1.46K
|
13.8K
$684K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-52- 18.71% |
$1.89K - $2.37K
|
226
$11.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-69- 0.97% |
$2.51K - $3.15K
|
7.07K
$351K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-89- 11.01% |
$3.24K - $4.06K
|
719
$35.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
SELL
|
- |
-89- 1.56% |
$3.24K - $4.06K
|
5.6K
$278K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-130- 0.53% |
$4.73K - $5.94K
|
24.4K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-250- 45.45% |
$9.09K - $11.4K
|
300
$14.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-250- 2.41% |
$9.09K - $11.4K
|
10.1K
$502K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-381- 3.13% |
$13.9K - $17.4K
|
11.8K
$585K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-400- 2.99% |
$14.5K - $18.3K
|
13K
$643K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-499- 6.12% |
$18.1K - $22.8K
|
7.65K
$380K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-500- 62.5% |
$18.2K - $22.8K
|
300
$14.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-540- 8.53% |
$19.6K - $24.7K
|
5.79K
$287K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-544- 7.22% |
$19.8K - $24.8K
|
6.99K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-588- 99.83% |
$21.4K - $26.8K
|
1
$49.6
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-688- 2.55% |
$25K - $31.4K
|
26.3K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-720- 4.54% |
$26.2K - $32.9K
|
15.1K
$751K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-765- 8.02% |
$27.8K - $34.9K
|
8.77K
$435K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-800- 46.4% |
$29.1K - $36.5K
|
924
$45.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-855- 50.74% |
$31.1K - $39K
|
830
$41.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-998- 9.17% |
$36.3K - $45.6K
|
9.88K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.03K- 8.32% |
$37.3K - $46.8K
|
11.3K
$560K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.24K- 14.43% |
$45.2K - $56.7K
|
7.37K
$365K
|