Purchases and Sales Made in Q1 2024 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.84K+ 6.27% |
$79.7K - $91.1K
|
31.2K
$1.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.45K+ 6.65% |
$62.8K - $71.8K
|
23.3K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34K+ 63.09% |
$58K - $66.3K
|
3.47K
$172K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.29KNew |
$56K - $64K
|
1.29K
$64.3K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.27K+ 12.83% |
$54.8K - $62.7K
|
11.2K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
978+ 4.69% |
$42.3K - $48.3K
|
21.8K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
850+ 3.49% |
$36.8K - $42K
|
25.2K
$1.25M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
699+ 1747.5% |
$30.2K - $34.6K
|
739
$36.7K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
656+ 8.17% |
$28.4K - $32.4K
|
8.68K
$431K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
507+ 4.61% |
$21.9K - $25.1K
|
11.5K
$571K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
400+ 88.89% |
$17.3K - $19.8K
|
850
$42.2K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
362New |
$15.7K - $17.9K
|
362
$18K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
267New |
$11.5K - $13.2K
|
267
$13.3K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
219+ 56.3% |
$9.47K - $10.8K
|
608
$30.2K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
213New |
$9.21K - $10.5K
|
213
$10.6K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
200+ 2.83% |
$8.65K - $9.89K
|
7.26K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
149New |
$6.44K - $7.37K
|
149
$7.4K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
148+ 0.46% |
$6.4K - $7.32K
|
32K
$1.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
115New |
$4.97K - $5.68K
|
115
$5.71K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
92+ 0.77% |
$3.98K - $4.55K
|
12.1K
$599K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
90+ 0.3% |
$3.89K - $4.45K
|
30.4K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
83+ 193.02% |
$3.59K - $4.1K
|
126
$6.26K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50+ 86.21% |
$2.16K - $2.47K
|
108
$5.36K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
43+ 17.84% |
$1.86K - $2.13K
|
284
$14.1K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$1.82K - $2.08K
|
42
$2.09K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
36+ 31.86% |
$1.56K - $1.78K
|
149
$7.4K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23+ 2300.0% |
$995 - $1.14K
|
24
$1.19K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.17% |
$433 - $494
|
5.8K
$288K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 3.7% |
$43.3 - $49.4
|
26
$1.29K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$43.3 - $49.4
|
5.39K
$267K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-35- 0.72% |
$1.51K - $1.73K
|
4.86K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-43- 3.46% |
$1.86K - $2.13K
|
1.2K
$59.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-90- 0.76% |
$3.89K - $4.45K
|
11.7K
$581K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-100- 0.64% |
$4.33K - $4.94K
|
15.5K
$771K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-107- 1.53% |
$4.63K - $5.29K
|
6.88K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-148- 0.58% |
$6.4K - $7.32K
|
25.5K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-185- 0.82% |
$8K - $9.14K
|
22.5K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-250- 50.2% |
$10.8K - $12.4K
|
248
$12.3K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-256- 38.79% |
$11.1K - $12.7K
|
404
$20.1K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-298- 41.45% |
$12.9K - $14.7K
|
421
$20.9K
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-376- 4.47% |
$16.3K - $18.6K
|
8.04K
$399K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-425- 4.2% |
$18.4K - $21K
|
9.69K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-498- 7.27% |
$21.5K - $24.6K
|
6.35K
$315K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-500- 82.92% |
$21.6K - $24.7K
|
103
$5.11K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-504- 14.11% |
$21.8K - $24.9K
|
3.07K
$152K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-530- 8.12% |
$22.9K - $26.2K
|
6K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-554- 1.9% |
$24K - $27.4K
|
28.5K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-570- 3.77% |
$24.7K - $28.2K
|
14.6K
$723K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-601- 11.12% |
$26K - $29.7K
|
4.81K
$239K
|