Wealthpoint, LLC Ishares Tr Cybersecurity & Tec Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

A detailed history of Wealthpoint, LLC transactions in Ishares Tr Cybersecurity & Tec stock. As of the latest transaction made, Wealthpoint, LLC holds 41,107 shares of IHAK stock, worth $2.04 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

41,107

Previous 39,000 5.4%

Holding current value

$2.04 Million

Previous $1.47 Million 7.39%

% of portfolio

0.64%

Previous 0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	BUY	$36.74 - $39.84 $77,411 - $83,942	2,107 Added 5.4%	41,107 $1.58 Million
Q2 2023 Jul 24, 2023	BUY	$32.65 - $38.5 $54,427 - $64,179	1,667 Added 4.47%	39,000 $1.47 Million
Q1 2023 Apr 20, 2023	BUY	$32.08 - $36.35 $99,351 - $112,575	3,097 Added 9.05%	37,333 $1.36 Million
Q4 2022 Jan 24, 2023	SELL	$31.88 - $36.11 $87,701 - $99,338	-2,751 Reduced 7.44%	34,236 $0
Q3 2022 Oct 18, 2022	BUY	$33.69 - $39.42 $314,428 - $367,906	9,333 Added 33.75%	36,987 $1.26 Million
Q2 2022 Jul 18, 2022	SELL	$33.44 - $43.44 $2,842 - $3,692	-85 Reduced 0.31%	27,654 $969,000
Q1 2022 Apr 27, 2022	BUY	$37.8 - $44.42 $343,035 - $403,111	9,075 Added 48.62%	27,739 $1.18 Million
Q4 2021 Feb 11, 2022	BUY	$42.16 - $48.93 $786,874 - $913,229	18,664 New	18,664 $833,000

Others Institutions Holding IHAK

# of Institutions

171

Shares Held

5.36M

Call Options Held

Put Options Held

900

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About ISHARES TR CYBERSECURITY & TEC

Ticker IHAK
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