Purchases and Sales Made in Q4 2024 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
237K+ 15.99% |
$11.3M - $12.3M
|
1.72M
$86M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
101K+ 40.86% |
$4.81M - $5.24M
|
348K
$17.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
79.7KNew |
$3.8M - $4.14M
|
79.7K
$3.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
72KNew |
$3.43M - $3.74M
|
72K
$3.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
52.2KNew |
$2.49M - $2.71M
|
52.2K
$2.61M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
46K+ 5987.13% |
$2.19M - $2.39M
|
46.8K
$2.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
27.5K+ 62.86% |
$1.31M - $1.43M
|
71.2K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
19.1KNew |
$910K - $992K
|
19.1K
$955K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.1K+ 49.16% |
$718K - $782K
|
45.7K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13K+ 93.17% |
$621K - $677K
|
27K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
11K+ 76.51% |
$524K - $571K
|
25.4K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$496K - $541K
|
10.4K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.3KNew |
$493K - $537K
|
10.3K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10K+ 45.19% |
$477K - $520K
|
32.2K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.85K+ 2.44% |
$422K - $460K
|
371K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
8.26KNew |
$394K - $429K
|
8.26K
$413K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
7.08KNew |
$337K - $368K
|
7.08K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.94K+ 73.43% |
$331K - $361K
|
16.4K
$820K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.54KNew |
$311K - $340K
|
6.54K
$327K
|
|
|
Feb 20, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
6.37KNew |
$304K - $331K
|
6.37K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.07KNew |
$289K - $315K
|
6.07K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.93KNew |
$282K - $308K
|
5.93K
$296K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.6KNew |
$267K - $291K
|
5.6K
$280K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.57K+ 49.32% |
$265K - $289K
|
16.9K
$843K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.87K+ 7.21% |
$232K - $253K
|
72.4K
$3.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
4.74KNew |
$226K - $246K
|
4.74K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.64K+ 15.78% |
$221K - $241K
|
34K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
4.5KNew |
$215K - $234K
|
4.5K
$225K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4.37KNew |
$208K - $227K
|
4.37K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.36KNew |
$208K - $227K
|
4.36K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
4.15KNew |
$198K - $216K
|
4.15K
$208K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.81K+ 33.84% |
$182K - $198K
|
15.1K
$754K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
3.2KNew |
$153K - $166K
|
3.2K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.05K+ 2.74% |
$145K - $158K
|
114K
$5.71M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.03K+ 2.58% |
$145K - $158K
|
120K
$6.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.67K+ 3.35% |
$127K - $139K
|
82.3K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.61K+ 9.29% |
$124K - $136K
|
30.7K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.41K+ 2.66% |
$115K - $125K
|
93.1K
$4.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.24K+ 0.76% |
$107K - $116K
|
297K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.71K+ 6.71% |
$81.3K - $88.6K
|
27.1K
$1.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.59K+ 11.44% |
$76K - $82.8K
|
15.5K
$777K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.53K+ 4.28% |
$73.1K - $79.7K
|
37.4K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.53K+ 6.03% |
$73.1K - $79.7K
|
26.9K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.53KNew |
$73K - $79.6K
|
1.53K
$76.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.5K+ 1.99% |
$71.6K - $78.1K
|
76.9K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.47KNew |
$70.1K - $76.4K
|
1.47K
$73.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.26K+ 4.06% |
$60.1K - $65.5K
|
32.3K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
951+ 383.47% |
$45.3K - $49.4K
|
1.2K
$60K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
755+ 10.22% |
$36K - $39.2K
|
8.15K
$407K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
722+ 3.24% |
$34.4K - $37.5K
|
23K
$1.15M
|