Purchases and Sales Made in Q2 2023 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
101K+ 1574.71% |
$3.3M - $3.89M
|
107K
$5.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
66.2K+ 334.65% |
$2.16M - $2.55M
|
86K
$4.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
58.2KNew |
$1.9M - $2.24M
|
58.2K
$2.87M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49.6K+ 420.55% |
$1.62M - $1.91M
|
61.4K
$3.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.2K+ 2.89% |
$1.35M - $1.59M
|
1.47M
$72.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
40.4K+ 14.97% |
$1.32M - $1.56M
|
310K
$15.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38.5K+ 97.94% |
$1.26M - $1.48M
|
77.8K
$3.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
19.6KNew |
$641K - $756K
|
19.6K
$969K
|
|
|
Jul 20, 2023
Q2 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
18.3KNew |
$597K - $704K
|
18.3K
$902K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
14.6K+ 25.96% |
$477K - $562K
|
70.8K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.6KNew |
$410K - $483K
|
12.6K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11K+ 27.54% |
$361K - $425K
|
51.2K
$2.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
10.4K+ 38.31% |
$338K - $399K
|
37.4K
$1.85M
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
10.2K+ 126.2% |
$333K - $392K
|
18.3K
$901K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.52KNew |
$213K - $251K
|
6.52K
$322K
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.49KNew |
$212K - $250K
|
6.49K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
5.89KNew |
$192K - $227K
|
5.89K
$291K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.09K+ 2.46% |
$166K - $196K
|
212K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.76K+ 2.68% |
$123K - $145K
|
144K
$7.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.37K+ 1751.85% |
$77.2K - $91.1K
|
2.5K
$123K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2.25K+ 14.24% |
$73.6K - $86.8K
|
18.1K
$892K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.15K+ 1.67% |
$70.1K - $82.6K
|
130K
$6.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.98KNew |
$64.8K - $76.4K
|
1.98K
$97.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.67K+ 4.47% |
$54.4K - $64.2K
|
39K
$1.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.12K+ 4.85% |
$36.7K - $43.3K
|
24.3K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.05KNew |
$34.3K - $40.4K
|
1.05K
$51.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
928+ 35.14% |
$30.3K - $35.7K
|
3.57K
$176K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
925+ 16.01% |
$30.2K - $35.6K
|
6.7K
$330K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
846+ 1.72% |
$27.6K - $32.6K
|
50.1K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
804+ 3.13% |
$26.3K - $31K
|
26.5K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
773+ 5.04% |
$25.2K - $29.8K
|
16.1K
$794K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
757+ 8.54% |
$24.7K - $29.1K
|
9.63K
$475K
|
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
700+ 6.22% |
$22.9K - $27K
|
12K
$589K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
550New |
$18K - $21.2K
|
550
$27.1K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
457+ 11.38% |
$14.9K - $17.6K
|
4.47K
$221K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
389+ 53.66% |
$12.7K - $15K
|
1.11K
$54.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
362+ 1.58% |
$11.8K - $13.9K
|
23.2K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
275+ 2.05% |
$8.98K - $10.6K
|
13.7K
$677K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
242+ 16.77% |
$7.9K - $9.32K
|
1.69K
$83.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
204+ 1.5% |
$6.66K - $7.85K
|
13.8K
$682K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
200+ 3.51% |
$6.53K - $7.7K
|
5.89K
$291K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
195+ 2.25% |
$6.37K - $7.51K
|
8.87K
$438K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
101New |
$3.3K - $3.89K
|
101
$4.98K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
68+ 2.73% |
$2.22K - $2.62K
|
2.56K
$126K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
47+ 2.29% |
$1.53K - $1.81K
|
2.1K
$103K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$327 - $385
|
10
$493
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3+ 0.04% |
$97.9 - $116
|
7.36K
$363K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2New |
$65.3 - $77
|
2
$98.6
|
|
|
Aug 10, 2023
Q2 2023
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
1+ 0.0% |
$32.7 - $38.5
|
34K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1+ 0.01% |
$32.7 - $38.5
|
9.5K
$468K
|