Mark Sheptoff Financial Planning, LLC Ishares Tr Cybersecurity & Tec Transaction History

Mark Sheptoff Financial Planning, LLC

$179 Million
Q1 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Tr Cybersecurity & Tec stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 30,392 shares of IHAK stock, worth $1.4 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

30,392

Previous 30,302 0.3%

Holding current value

$1.4 Million

Previous $1.38 Million 3.42%

% of portfolio

0.79%

Previous 0.83%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$43.25 - $49.43 $3,892 - $4,448	90 Added 0.3%	30,392 $1.42 Million
Q4 2023 Feb 09, 2024	BUY	$36.37 - $45.66 $45,535 - $57,166	1,252 Added 4.31%	30,302 $1.38 Million
Q3 2023 Nov 09, 2023	BUY	$36.74 - $39.84 $628,254 - $681,264	17,100 Added 143.1%	29,050 $1.12 Million
Q2 2023 Aug 10, 2023	BUY	$32.65 - $38.5 $22,855 - $26,950	700 Added 6.22%	11,950 $451,000
Q4 2022 Feb 14, 2023	BUY	$32.08 - $35.88 $6,416 - $7,176	200 Added 1.81%	11,250 $371,000

Q3 2022 Nov 08, 2022	BUY	$33.83 - $39.42 $373,821 - $435,591	11,050 New	11,050 $375,000

Others Institutions Holding IHAK

# of Institutions

171

Shares Held

5.41M

Call Options Held

4.2K

Put Options Held

1.3K

View Full List

About ISHARES TR CYBERSECURITY & TEC

Ticker IHAK
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Mark Sheptoff Financial Planning, LLC Ishares Tr Cybersecurity & Tec Transaction History