A detailed history of Wharton Business Group, LLC transactions in Ishares Tr Cybersecurity & Tec stock. As of the latest transaction made, Wharton Business Group, LLC holds 295,060 shares of IHAK stock, worth $14.8 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
295,060
Previous 206,760 42.71%
Holding current value
$14.8 Million
Previous $9.5 Million 51.36%
% of portfolio
0.65%
Previous 0.49%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$43.42 - $48.95 $3.83 Million - $4.32 Million
88,300 Added 42.71%
295,060 $14.4 Million
Q2 2024

Aug 12, 2024

BUY
$43.17 - $46.64 $372,341 - $402,270
8,625 Added 4.35%
206,760 $9.5 Million
Q1 2024

May 13, 2024

SELL
$43.25 - $49.43 $167,810 - $191,788
-3,880 Reduced 1.92%
198,135 $9.28 Million
Q4 2023

Feb 07, 2024

BUY
$36.37 - $45.66 $69,284 - $86,982
1,905 Added 0.95%
202,015 $9.18 Million
Q3 2023

Nov 06, 2023

BUY
$36.74 - $39.84 $229,257 - $248,601
6,240 Added 3.22%
200,110 $7.71 Million
Q2 2023

Aug 07, 2023

SELL
$32.65 - $38.5 $605,004 - $713,405
-18,530 Reduced 8.72%
193,870 $7.33 Million
Q1 2023

May 04, 2023

BUY
$32.08 - $36.35 $1.2 Million - $1.36 Million
37,315 Added 21.31%
212,400 $7.72 Million
Q4 2022

Feb 13, 2023

SELL
$31.88 - $36.11 $1.1 Million - $1.24 Million
-34,431 Reduced 16.43%
175,085 $5.78 Million
Q3 2022

Oct 31, 2022

SELL
$33.69 - $39.42 $36,385 - $42,573
-1,080 Reduced 0.51%
209,516 $7.12 Million
Q2 2022

Aug 09, 2022

BUY
$33.44 - $43.44 $719,628 - $934,828
21,520 Added 11.38%
210,596 $7.38 Million
Q1 2022

May 18, 2022

SELL
$37.8 - $44.42 $102,059 - $119,934
-2,700 Reduced 1.41%
189,076 $8.07 Million
Q4 2021

Feb 10, 2022

BUY
$42.16 - $48.93 $567,684 - $658,842
13,465 Added 7.55%
191,776 $8.56 Million
Q3 2021

Nov 09, 2021

BUY
$42.69 - $46.78 $1.53 Million - $1.68 Million
35,945 Added 25.25%
178,311 $7.75 Million
Q2 2021

Aug 11, 2021

BUY
$38.2 - $43.88 $1.38 Million - $1.59 Million
36,245 Added 34.15%
142,366 $6.14 Million
Q1 2021

May 10, 2021

BUY
$37.37 - $43.36 $384,350 - $445,957
10,285 Added 10.73%
106,121 $4.05 Million
Q4 2020

Feb 11, 2021

BUY
$30.79 - $41.37 $19,089 - $25,649
620 Added 0.65%
95,836 $3.87 Million
Q3 2020

Nov 06, 2020

BUY
$31.64 - $36.15 $109,790 - $125,440
3,470 Added 3.78%
95,216 $3.12 Million
Q2 2020

Aug 11, 2020

BUY
$23.81 - $31.89 $2.18 Million - $2.93 Million
91,746 New
91,746 $2.86 Million

Others Institutions Holding IHAK

About ISHARES TR CYBERSECURITY & TEC


  • Ticker IHAK
  • Sector ETFs
  • Industry ETFs
More about IHAK
Track This Portfolio

Track Wharton Business Group, LLC Portfolio

Follow Wharton Business Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wharton Business Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wharton Business Group, LLC with notifications on news.