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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
13+ 0.06% |
$414 - $469
|
20.1K
$999K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5+ 0.07% |
$159 - $181
|
7.36K
$365K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2New |
$63.8 - $72.2
|
2
$99.3
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.15% |
$31.9 - $36.1
|
682
$33.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.07% |
$31.9 - $36.1
|
1.44K
$71.3K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 100.0% |
$31.9 - $36.1
|
2
$99.3
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-16- 31.37% |
$510 - $578
|
35
$1.74K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-110- 0.87% |
$3.51K - $3.97K
|
12.5K
$620K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-113- 93.39% |
$3.6K - $4.08K
|
8
$397
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-213- 2.05% |
$6.79K - $7.69K
|
10.2K
$506K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-217- 37.22% |
$6.92K - $7.84K
|
366
$18.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-233- 12.45% |
$7.43K - $8.41K
|
1.64K
$81.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-264- 1.27% |
$8.42K - $9.53K
|
20.5K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-304- 29.4% |
$9.69K - $11K
|
730
$36.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-306- 11.12% |
$9.76K - $11K
|
2.45K
$121K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-356- 11.91% |
$11.3K - $12.9K
|
2.63K
$131K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-475- 6.28% |
$15.1K - $17.2K
|
7.09K
$352K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-620- 75.61% |
$19.8K - $22.4K
|
200
$9.93K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-700- 5.82% |
$22.3K - $25.3K
|
11.3K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-718- 54.48% |
$22.9K - $25.9K
|
600
$29.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-792- 8.93% |
$25.2K - $28.6K
|
8.07K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-863- 9.86% |
$27.5K - $31.2K
|
7.89K
$392K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.07K- 22.04% |
$34.2K - $38.7K
|
3.79K
$188K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.18K- 7.04% |
$37.6K - $42.6K
|
15.6K
$773K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.2K- 22.58% |
$38.3K - $43.3K
|
4.11K
$204K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.63K- 8.88% |
$51.9K - $58.8K
|
16.7K
$830K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-1.68K- 10.93% |
$53.5K - $60.6K
|
13.7K
$679K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.72K- 9.28% |
$54.7K - $62K
|
16.8K
$833K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-1.85K- 6.14% |
$59K - $66.8K
|
28.3K
$1.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.99K- 11.98% |
$63.4K - $71.8K
|
14.6K
$725K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2K- 21.57% |
$63.6K - $72K
|
7.25K
$360K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-2.23K- 73.12% |
$70.9K - $80.3K
|
818
$40.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.42K- 32.95% |
$77.1K - $87.4K
|
4.92K
$244K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-2.69K- 11.52% |
$85.7K - $97.1K
|
20.6K
$1.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.7K- 8.99% |
$86K - $97.5K
|
27.3K
$1.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-2.75K- 7.44% |
$87.7K - $99.3K
|
34.2K
$1.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.79K- 2.01% |
$89K - $101K
|
136K
$6.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.91K- 16.29% |
$92.6K - $105K
|
14.9K
$741K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.43K- 16.54% |
$109K - $124K
|
17.3K
$858K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.2K- 55.84% |
$134K - $152K
|
3.32K
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-6.71K- 23.74% |
$214K - $242K
|
21.5K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.74K- 25.46% |
$215K - $243K
|
19.7K
$980K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.98K- 16.52% |
$222K - $252K
|
35.3K
$1.75M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7.06K- 98.95% |
$225K - $255K
|
75
$3.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-8.68K- 54.21% |
$277K - $313K
|
7.33K
$364K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-9.09K- 56.64% |
$290K - $328K
|
6.96K
$346K
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-9.28K- 6.63% |
$296K - $335K
|
131K
$6.49M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-14.2K- 32.27% |
$452K - $512K
|
29.8K
$1.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.2K- 12.6% |
$483K - $548K
|
105K
$5.22M
|