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 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-75Closed |
$2.41K - $2.73K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-118- 0.41% |
$3.79K - $4.29K
|
29K
$1.44M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-166- 1.33% |
$5.33K - $6.03K
|
12.3K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 33.33% |
$6.42K - $7.27K
|
400
$19.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-200- 0.99% |
$6.42K - $7.27K
|
19.9K
$989K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-234- 23.49% |
$7.51K - $8.51K
|
762
$37.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-301- 1.03% |
$9.66K - $10.9K
|
28.8K
$1.43M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-316- 4.38% |
$10.1K - $11.5K
|
6.9K
$343K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-350Closed |
$11.2K - $12.7K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-397- 16.24% |
$12.7K - $14.4K
|
2.05K
$102K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-575- 3.33% |
$18.4K - $20.9K
|
16.7K
$830K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-688- 4.12% |
$22.1K - $25K
|
16K
$796K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-696- 3.4% |
$22.3K - $25.3K
|
19.8K
$983K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-747- 4.64% |
$24K - $27.2K
|
15.3K
$762K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-800- 97.8% |
$25.7K - $29.1K
|
18
$894
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-807- 5.18% |
$25.9K - $29.3K
|
14.8K
$733K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-850- 54.04% |
$27.3K - $30.9K
|
723
$35.9K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-900- 5.36% |
$28.9K - $32.7K
|
15.9K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.02K- 12.6% |
$32.6K - $37K
|
7.06K
$350K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.03K- 9.09% |
$33K - $37.4K
|
10.3K
$511K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.19K- 8.03% |
$38.1K - $43.2K
|
13.6K
$676K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.19K- 45.2% |
$38.2K - $43.3K
|
1.44K
$71.7K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.23K- 9.02% |
$39.6K - $44.8K
|
12.4K
$617K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.58K- 21.71% |
$50.5K - $57.3K
|
5.68K
$282K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.61K- 6.54% |
$51.6K - $58.5K
|
23K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.61K- 6.54% |
$51.6K - $58.5K
|
23K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.64K- 1.06% |
$52.6K - $59.6K
|
154K
$7.62M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.68K- 40.76% |
$53.8K - $61K
|
2.44K
$121K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.91K- 40.32% |
$61.3K - $69.5K
|
2.83K
$140K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.09K- 15.58% |
$67.1K - $76K
|
11.3K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.42K- 12.91% |
$77.6K - $87.9K
|
16.3K
$810K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.43K- 49.36% |
$78K - $88.3K
|
2.49K
$124K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.49K- 13.22% |
$79.8K - $90.4K
|
16.3K
$811K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-3.21K- 96.54% |
$103K - $117K
|
115
$5.71K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.41K- 8.0% |
$109K - $124K
|
39.2K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.44K- 17.81% |
$110K - $125K
|
15.9K
$789K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.6K- 11.07% |
$116K - $131K
|
28.9K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.46K- 52.61% |
$143K - $162K
|
4.02K
$199K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.55K- 21.1% |
$146K - $165K
|
17K
$844K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.68K- 23.7% |
$150K - $170K
|
15.1K
$748K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.73K- 31.71% |
$152K - $172K
|
10.2K
$506K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.91K- 5.62% |
$190K - $215K
|
99.3K
$4.93M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9.6K- 35.15% |
$308K - $349K
|
17.7K
$879K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-14.3K- 34.56% |
$458K - $519K
|
27K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-60.3K- 26.83% |
$1.93M - $2.19M
|
164K
$8.16M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-79.4K- 66.88% |
$2.55M - $2.89M
|
39.3K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-90K- 69.17% |
$2.89M - $3.27M
|
40.1K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-92.6K- 6.09% |
$2.97M - $3.37M
|
1.43M
$70.9M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-118K- 30.46% |
$3.79M - $4.3M
|
270K
$13.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-355K- 78.02% |
$11.4M - $12.9M
|
99.9K
$4.96M
|