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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Pecaut & Co.
|
SELL
|
- |
-662- 11.81% |
$28.6K - $32.7K
|
4.94K
$245K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.03K- 14.26% |
$44.4K - $50.8K
|
6.17K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.05K- 15.58% |
$45.4K - $51.9K
|
5.69K
$283K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 7.72% |
$47.8K - $54.7K
|
13.2K
$657K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.18K- 10.44% |
$51K - $58.3K
|
10.1K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.19K- 6.81% |
$51.4K - $58.7K
|
16.3K
$808K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.58K- 30.72% |
$68.2K - $78K
|
3.56K
$177K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.15K- 13.94% |
$92.9K - $106K
|
13.3K
$659K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.63K- 41.4% |
$157K - $180K
|
5.14K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.88K- 1.92% |
$168K - $192K
|
198K
$9.84M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.95K- 21.32% |
$171K - $195K
|
14.6K
$724K
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-4.06K- 16.62% |
$176K - $201K
|
20.4K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.4K- 4.95% |
$190K - $218K
|
84.6K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.37K- 1.67% |
$232K - $265K
|
315K
$15.7M
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-5.4K- 45.45% |
$234K - $267K
|
6.48K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.2K- 26.31% |
$439K - $502K
|
28.5K
$1.41M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.6K- 4.12% |
$632K - $722K
|
341K
$16.9M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-14.8K- 10.17% |
$640K - $732K
|
131K
$6.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-17.8K- 81.91% |
$769K - $879K
|
3.93K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23.6K- 24.24% |
$1.02M - $1.17M
|
73.7K
$3.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-62.2K- 53.11% |
$2.69M - $3.07M
|
54.9K
$2.73M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-72.7K- 92.01% |
$3.14M - $3.59M
|
6.31K
$313K
|