Purchases and Sales Made in Q3 2024 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
168+ 3.71% |
$7.29K - $8.22K
|
4.7K
$233K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
150New |
$6.51K - $7.34K
|
150
$7.45K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$6.51K - $7.34K
|
150
$7.45K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
148+ 24.34% |
$6.43K - $7.24K
|
756
$37.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
108+ 240.0% |
$4.69K - $5.29K
|
153
$7.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
108+ 0.49% |
$4.69K - $5.29K
|
22.3K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
84+ 0.72% |
$3.65K - $4.11K
|
11.7K
$582K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
75+ 1.56% |
$3.26K - $3.67K
|
4.87K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23+ 0.09% |
$999 - $1.13K
|
25.4K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.14% |
$868 - $979
|
13.9K
$692K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8New |
$347 - $392
|
8
$397
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$130 - $147
|
32.1K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7- 0.11% |
$304 - $343
|
6.08K
$302K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8- 2.83% |
$347 - $392
|
275
$13.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-10- 0.15% |
$434 - $490
|
6.8K
$338K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21- 0.33% |
$912 - $1.03K
|
6.4K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-31- 27.43% |
$1.35K - $1.52K
|
82
$4.07K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-50- 0.2% |
$2.17K - $2.45K
|
24.8K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-74- 0.9% |
$3.21K - $3.62K
|
8.11K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-114- 0.71% |
$4.95K - $5.58K
|
16K
$794K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-122- 32.8% |
$5.3K - $5.97K
|
250
$12.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-125- 1.32% |
$5.43K - $6.12K
|
9.37K
$465K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-136- 2.35% |
$5.91K - $6.66K
|
5.64K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-206- 55.53% |
$8.94K - $10.1K
|
165
$8.19K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-210- 3.93% |
$9.12K - $10.3K
|
5.13K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-217- 7.13% |
$9.42K - $10.6K
|
2.83K
$140K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-300- 1.19% |
$13K - $14.7K
|
24.9K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Crosspoint Financial, LLC
Tustin, CA |
SELL
|
- |
-300- 0.62% |
$13K - $14.7K
|
48.1K
$2.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-400- 14.63% |
$17.4K - $19.6K
|
2.34K
$116K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-431- 5.51% |
$18.7K - $21.1K
|
7.4K
$367K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-432- 33.38% |
$18.8K - $21.1K
|
862
$42.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-598- 2.99% |
$26K - $29.3K
|
19.4K
$965K
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-613- 4.82% |
$26.6K - $30K
|
12.1K
$602K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-620- 4.05% |
$26.9K - $30.3K
|
14.7K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-820- 7.38% |
$35.6K - $40.1K
|
10.3K
$511K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-994- 3.76% |
$43.2K - $48.7K
|
25.4K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.33K- 1.1% |
$57.6K - $65K
|
119K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.8K- 11.22% |
$77.9K - $87.9K
|
14.2K
$705K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.02K- 8.57% |
$87.9K - $99.1K
|
21.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 13.53% |
$117K - $132K
|
17.3K
$857K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.74K- 11.76% |
$119K - $134K
|
20.6K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-2.81K- 16.34% |
$122K - $137K
|
14.4K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.82K- 11.67% |
$122K - $138K
|
21.3K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.83K- 23.22% |
$123K - $139K
|
9.36K
$465K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.89K- 17.5% |
$125K - $141K
|
13.6K
$676K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.9K- 10.99% |
$126K - $142K
|
23.5K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.87K- 16.08% |
$255K - $287K
|
30.6K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.42K- 9.14% |
$279K - $314K
|
63.9K
$3.17M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.89K- 96.77% |
$343K - $386K
|
263
$13.1K
|