Captrust Financial Advisors Ishares Tr Us Tech Breakthroug Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$27.04 - $37.27 $108 - $149	4 Added 8.16%	53 $1,000
Q2 2021 Aug 16, 2021	BUY	$34.99 - $40.17 $1,714 - $1,968	49 New	49 $2,000

Others Institutions Holding TECB

# of Institutions

74

Shares Held

5.92M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

4.71M
Shares

$255 Million
0.5% of portfolio
Bank Of America Corp Charlotte, NC

344K
Shares

$18.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

125K
Shares

$6.76 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$5.46 Million
0.0% of portfolio
Trek Financial, LLC Scottsdale, AZ

55.3K
Shares

$2.99 Million
0.23% of portfolio

About ISHARES TR US TECH BREAKTHROUG

Ticker TECB
Sector ETFs
Industry ETFs

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