Purchases and Sales Made in Q1 2025 in Ishares Tr Us Tech Breakthroug (TECB)
This table provides information about the institutional ownership of Ishares Tr Us Tech Breakthroug (TECB) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR US TECH BREAKTHROUG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
40.2K+ 383.38% |
$1.96M - $2.28M
|
50.6K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
40.1KNew |
$1.96M - $2.28M
|
40.1K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.1K+ 87.22% |
$1.42M - $1.65M
|
62.5K
$3.35M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.8K+ 171.89% |
$1.06M - $1.24M
|
34.4K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.9KNew |
$975K - $1.13M
|
19.9K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.3K+ 10.43% |
$700K - $813K
|
152K
$8.12M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4KNew |
$606K - $704K
|
12.4K
$665K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.33K+ 45.88% |
$456K - $530K
|
29.7K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.22K+ 328.08% |
$451K - $524K
|
12K
$645K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.77KNew |
$429K - $498K
|
8.77K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.41K+ 591.53% |
$362K - $421K
|
8.66K
$464K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.88KNew |
$239K - $277K
|
4.88K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.33K+ 13.97% |
$212K - $246K
|
35.3K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.09K+ 51.13% |
$200K - $232K
|
12.1K
$647K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.33K+ 6.64% |
$65.1K - $75.6K
|
21.4K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.23K+ 12.88% |
$60K - $69.6K
|
10.7K
$576K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.22K+ 329.73% |
$59.7K - $69.3K
|
1.59K
$85.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.08K+ 5.0% |
$52.7K - $61.2K
|
22.6K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
900New |
$44K - $51.1K
|
900
$48.2K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
824+ 8.12% |
$40.3K - $46.8K
|
11K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
550+ 1279.07% |
$26.9K - $31.2K
|
593
$31.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
509New |
$24.9K - $28.9K
|
509
$27.3K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
482+ 12.3% |
$23.6K - $27.4K
|
4.4K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
457+ 2.21% |
$22.3K - $26K
|
21.2K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
375+ 4.68% |
$18.3K - $21.3K
|
8.39K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
316+ 2.66% |
$15.5K - $18K
|
12.2K
$653K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
208+ 3.58% |
$10.2K - $11.8K
|
6.01K
$322K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
108New |
$5.28K - $6.14K
|
108
$5.79K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
98+ 251.28% |
$4.79K - $5.57K
|
137
$7.34K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
79New |
$3.86K - $4.49K
|
79
$4.23K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
72New |
$3.52K - $4.09K
|
72
$3.86K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67+ 0.89% |
$3.28K - $3.81K
|
7.59K
$407K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
63+ 6.63% |
$3.08K - $3.58K
|
1.01K
$54.3K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45New |
$2.2K - $2.56K
|
45
$2.41K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
15New |
$734 - $852
|
15
$804
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-64- 0.61% |
$3.13K - $3.64K
|
10.4K
$555K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-101- 2.03% |
$4.94K - $5.74K
|
4.87K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-110- 1.8% |
$5.38K - $6.25K
|
6.01K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-149- 67.42% |
$7.29K - $8.46K
|
72
$3.86K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-389- 3.19% |
$19K - $22.1K
|
11.8K
$632K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-473- 7.53% |
$23.1K - $26.9K
|
5.81K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-710- 7.82% |
$34.7K - $40.3K
|
8.37K
$448K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-990- 4.77% |
$48.4K - $56.2K
|
19.8K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.38K- 25.88% |
$67.6K - $78.5K
|
3.96K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.94K- 19.83% |
$95K - $110K
|
7.86K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.44K- 13.28% |
$168K - $196K
|
22.5K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-4.56K- 8.45% |
$223K - $259K
|
49.4K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.74K- 14.11% |
$329K - $383K
|
41K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9K- 62.05% |
$440K - $511K
|
5.5K
$295K
|