Stonebridge Financial Planning Group, LLC Ishares Tr Us Tech Breakthroug Transaction History

Stonebridge Financial Planning Group, LLC

$254 Million
Q3 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Tr Us Tech Breakthroug stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 36,758 shares of TECB stock, worth $2.24 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

36,758

Previous 33,669 9.17%

Holding current value

$2.24 Million

Previous $1.93 Million 14.86%

% of portfolio

0.87%

Previous 0.84%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$56.62 - $61.48 $174,899 - $189,911	3,089 Added 9.17%	36,758 $2.22 Million
Q2 2025 Aug 05, 2025	SELL	$43.2 - $57.36 $71,107 - $94,414	-1,646 Reduced 4.66%	33,669 $1.93 Million
Q1 2025 May 08, 2025	BUY	$48.9 - $56.81 $211,688 - $245,930	4,329 Added 13.97%	35,315 $1.73 Million
Q4 2024 Feb 18, 2025	BUY	$50.52 - $56.61 $418,053 - $468,447	8,275 Added 36.44%	30,986 $1.65 Million
Q3 2024 Nov 08, 2024	BUY	$45.31 - $51.64 $540,593 - $616,116	11,931 Added 110.68%	22,711 $1.16 Million

Q2 2024 Aug 07, 2024	BUY	$44.24 - $50.44 $285,348 - $325,338	6,450 Added 148.96%	10,780 $543,000
Q1 2024 May 13, 2024	BUY	$41.58 - $48.42 $180,041 - $209,658	4,330 New	4,330 $207,000

Others Institutions Holding TECB

# of Institutions

Shares Held

5.31M

Call Options Held

Put Options Held

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About ISHARES TR US TECH BREAKTHROUG

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Stonebridge Financial Planning Group, LLC Ishares Tr Us Tech Breakthroug Transaction History