Purchases and Sales Made in Q3 2023 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-14- 0.09% |
$514 - $558
|
15.9K
$788K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-21- 0.03% |
$772 - $837
|
70.8K
$3.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-29- 18.83% |
$1.07K - $1.16K
|
125
$6.21K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-45- 18.0% |
$1.65K - $1.79K
|
205
$10.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-62- 7.13% |
$2.28K - $2.47K
|
808
$40.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-127- 1.66% |
$4.67K - $5.06K
|
7.53K
$374K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-158- 21.91% |
$5.8K - $6.29K
|
563
$28K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 1.89% |
$7.35K - $7.97K
|
10.4K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-200- 3.39% |
$7.35K - $7.97K
|
5.69K
$283K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-261- 0.96% |
$9.59K - $10.4K
|
27K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-297- 2.44% |
$10.9K - $11.8K
|
11.9K
$590K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-320- 46.92% |
$11.8K - $12.7K
|
362
$18K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-345- 58.18% |
$12.7K - $13.7K
|
248
$12.3K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-370- 5.25% |
$13.6K - $14.7K
|
6.68K
$332K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-442- 2.8% |
$16.2K - $17.6K
|
15.3K
$761K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-480- 6.97% |
$17.6K - $19.1K
|
6.41K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-525- 47.13% |
$19.3K - $20.9K
|
589
$29.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-560- 2.01% |
$20.6K - $22.3K
|
27.4K
$1.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-741- 1.21% |
$27.2K - $29.5K
|
60.7K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-768- 5.87% |
$28.2K - $30.6K
|
12.3K
$612K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-926- 0.3% |
$34K - $36.9K
|
309K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.11K- 12.17% |
$40.7K - $44.1K
|
7.99K
$397K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.22K- 18.71% |
$44.8K - $48.6K
|
5.3K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.4K- 16.24% |
$51.3K - $55.6K
|
7.2K
$358K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.99K- 2.08% |
$73.2K - $79.4K
|
94K
$4.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.01K- 13.05% |
$73.7K - $79.9K
|
13.4K
$663K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.06K- 5.51% |
$75.8K - $82.2K
|
35.3K
$1.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.33K- 57.97% |
$85.6K - $92.8K
|
1.69K
$83.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.48K- 12.6% |
$91K - $98.6K
|
17.2K
$853K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.96K- 1.95% |
$109K - $118K
|
149K
$7.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.69K- 2.8% |
$135K - $147K
|
128K
$6.35M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.04K- 45.2% |
$332K - $360K
|
11K
$545K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.8K- 16.39% |
$469K - $508K
|
65K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.5K- 12.65% |
$606K - $657K
|
114K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.6K- 24.0% |
$759K - $823K
|
65.4K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-28.8K- 26.78% |
$1.06M - $1.15M
|
78.7K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41.1K- 82.12% |
$1.51M - $1.64M
|
8.95K
$444K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-136K- 86.81% |
$4.99M - $5.41M
|
20.6K
$1.02M
|