Purchases and Sales Made in Q4 2022 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
278K+ 157.5% |
$8.86M - $10M
|
455K
$22.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
255K+ 20.15% |
$8.13M - $9.21M
|
1.52M
$75.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
155KNew |
$4.95M - $5.6M
|
155K
$7.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
84.7K+ 248.76% |
$2.7M - $3.06M
|
119K
$5.88M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
52.5KNew |
$1.67M - $1.9M
|
52.5K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.7K+ 37.8% |
$1.14M - $1.29M
|
130K
$6.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
33.9KNew |
$1.08M - $1.23M
|
33.9K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
26.8KNew |
$855K - $969K
|
26.8K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.5K+ 16.39% |
$846K - $958K
|
188K
$9.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
21.7K+ 55.08% |
$692K - $784K
|
61.1K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.7KNew |
$597K - $677K
|
18.7K
$928K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.3K+ 72.96% |
$392K - $444K
|
29.1K
$1.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.5KNew |
$366K - $414K
|
11.5K
$568K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
10K+ 114.25% |
$320K - $362K
|
18.8K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.48KNew |
$270K - $306K
|
8.48K
$420K
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
7.22KNew |
$230K - $261K
|
7.22K
$357K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.33KNew |
$202K - $229K
|
6.33K
$313K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.15KNew |
$196K - $222K
|
6.15K
$304K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.62K+ 96.23% |
$179K - $203K
|
11.5K
$567K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.94K+ 34.29% |
$157K - $178K
|
19.3K
$957K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.74KNew |
$151K - $171K
|
4.74K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.14K+ 20.69% |
$132K - $150K
|
24.2K
$1.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.02K+ 11.38% |
$128K - $145K
|
39.3K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.59K+ 2.9% |
$114K - $129K
|
127K
$6.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.86KNew |
$91K - $103K
|
2.86K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.64KNew |
$84.2K - $95.4K
|
2.64K
$131K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.19K+ 12.21% |
$69.9K - $79.2K
|
20.2K
$998K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.13K+ 16.81% |
$67.9K - $77K
|
14.8K
$733K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.72K+ 167.22% |
$55K - $62.3K
|
2.76K
$136K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.58K+ 8.29% |
$50.4K - $57.1K
|
20.6K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.56K+ 3.91% |
$49.6K - $56.2K
|
41.3K
$2.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.38K+ 3.16% |
$44.1K - $50K
|
45.2K
$2.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.36KNew |
$43.2K - $49K
|
1.36K
$67.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.07K+ 13.34% |
$34K - $38.5K
|
9.05K
$448K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.06K+ 7.06% |
$33.8K - $38.3K
|
16.1K
$796K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
968+ 3.07% |
$30.9K - $35K
|
32.5K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
831New |
$26.5K - $30K
|
831
$41.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
393+ 1.86% |
$12.5K - $14.2K
|
21.6K
$1.07M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
330+ 26.55% |
$10.5K - $11.9K
|
1.57K
$77.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
320+ 0.66% |
$10.2K - $11.6K
|
48.8K
$2.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
250+ 100.81% |
$7.97K - $9.03K
|
498
$24.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
200+ 1.81% |
$6.38K - $7.22K
|
11.3K
$557K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
200+ 100.0% |
$6.38K - $7.22K
|
400
$19.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
185+ 0.64% |
$5.9K - $6.68K
|
29.1K
$1.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
154New |
$4.91K - $5.56K
|
154
$7.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
74New |
$2.36K - $2.67K
|
74
$3.66K
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
72+ 17.31% |
$2.3K - $2.6K
|
488
$24.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
47+ 0.36% |
$1.5K - $1.7K
|
13.2K
$651K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
42+ 0.51% |
$1.34K - $1.52K
|
8.28K
$410K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
30New |
$956 - $1.08K
|
30
$1.49K
|