Purchases and Sales Made in Q1 2023 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR CYBERSECURITY & TEC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
37.3K+ 21.31% |
$1.2M - $1.36M
|
212K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.3KNew |
$1.07M - $1.21M
|
33.3K
$1.64M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
32.5KNew |
$1.04M - $1.18M
|
32.5K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
30.7K+ 418.79% |
$985K - $1.12M
|
38K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.2KNew |
$744K - $843K
|
23.2K
$1.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
14.9K+ 11.43% |
$479K - $543K
|
146K
$7.18M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
14.8K+ 1470.14% |
$475K - $539K
|
15.8K
$781K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.3K+ 7.07% |
$428K - $485K
|
202K
$9.95M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.8KNew |
$379K - $429K
|
11.8K
$582K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
11.1K+ 24.51% |
$355K - $402K
|
56.2K
$2.77M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.5KNew |
$305K - $345K
|
9.5K
$468K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
8.07KNew |
$259K - $293K
|
8.07K
$398K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.92KNew |
$222K - $252K
|
6.92K
$341K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.86K+ 3.43% |
$220K - $249K
|
207K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.66KNew |
$214K - $242K
|
6.66K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.85K+ 6.46% |
$188K - $213K
|
96.5K
$4.76M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.78KNew |
$185K - $210K
|
5.78K
$285K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.69KNew |
$183K - $207K
|
5.69K
$281K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.38K+ 3.22% |
$140K - $159K
|
140K
$6.92M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.02KNew |
$129K - $146K
|
4.02K
$198K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
3.1K+ 9.05% |
$99.4K - $113K
|
37.3K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.78K+ 7.89% |
$89.2K - $101K
|
38K
$1.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.05KNew |
$65.7K - $74.4K
|
2.05K
$101K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.71K+ 8.28% |
$54.9K - $62.2K
|
22.4K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 6.41% |
$49.7K - $56.3K
|
25.7K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.33K+ 6.18% |
$42.7K - $48.4K
|
22.9K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.32KNew |
$42.4K - $48.1K
|
1.32K
$65.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.29K+ 6.23% |
$41.3K - $46.7K
|
21.9K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
979+ 12.41% |
$31.4K - $35.6K
|
8.87K
$437K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
889+ 0.7% |
$28.5K - $32.3K
|
128K
$6.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
585+ 0.44% |
$18.8K - $21.3K
|
133K
$6.56M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
430+ 4.75% |
$13.8K - $15.6K
|
9.48K
$467K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
421+ 0.86% |
$13.5K - $15.3K
|
49.2K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
403+ 4.87% |
$12.9K - $14.6K
|
8.68K
$428K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
292+ 2.22% |
$9.37K - $10.6K
|
13.4K
$663K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
170+ 4.48% |
$5.45K - $6.18K
|
3.96K
$195K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
135New |
$4.33K - $4.91K
|
135
$6.66K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
124+ 1.22% |
$3.98K - $4.51K
|
10.3K
$509K
|
|
|
May 12, 2023
Q1 2023
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
106+ 0.31% |
$3.4K - $3.85K
|
34K
$1.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
52New |
$1.67K - $1.89K
|
52
$2.56K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
25+ 0.39% |
$802 - $909
|
6.36K
$313K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
20New |
$642 - $727
|
20
$986
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8New |
$257 - $291
|
8
$395
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.01% |
$64.2 - $72.7
|
14.6K
$720K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 50.0% |
$32.1 - $36.4
|
3
$148
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5- 0.68% |
$160 - $182
|
725
$35.8K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 3.05% |
$1.6K - $1.82K
|
1.59K
$78.4K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-61- 0.3% |
$1.96K - $2.22K
|
20.1K
$992K
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-72- 14.75% |
$2.31K - $2.62K
|
416
$20.5K
|