Purchases and Sales Made in Q4 2023 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
167KNew |
$6.07M - $7.62M
|
167K
$8.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.6K+ 84.14% |
$2.97M - $3.73M
|
179K
$8.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
30.2KNew |
$1.1M - $1.38M
|
30.2K
$1.49M
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
24.4KNew |
$888K - $1.12M
|
24.4K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24K+ 1.63% |
$871K - $1.09M
|
1.49M
$73.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
21.9KNew |
$798K - $1M
|
21.9K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 9.21% |
$746K - $937K
|
243K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.5KNew |
$674K - $847K
|
18.5K
$918K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
12.8KNew |
$466K - $584K
|
12.8K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12K+ 60.22% |
$435K - $547K
|
31.8K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
11.4K+ 3.67% |
$413K - $518K
|
321K
$15.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10KNew |
$365K - $458K
|
10K
$497K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.5KNew |
$309K - $388K
|
8.5K
$421K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.43K+ 51.67% |
$307K - $385K
|
24.7K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
8.42KNew |
$306K - $384K
|
8.42K
$417K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.41KNew |
$270K - $338K
|
7.41K
$367K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.82K+ 129.5% |
$248K - $311K
|
12.1K
$598K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.74KNew |
$245K - $308K
|
6.74K
$334K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.57KNew |
$239K - $300K
|
6.57K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.72K+ 8.01% |
$208K - $261K
|
77.1K
$3.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.46K+ 213.35% |
$199K - $249K
|
8.03K
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.41KNew |
$197K - $247K
|
5.41K
$268K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.39KNew |
$196K - $246K
|
5.39K
$267K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.15KNew |
$187K - $235K
|
5.15K
$255K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.15KNew |
$187K - $235K
|
5.15K
$255K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.89KNew |
$178K - $223K
|
4.89K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.45KNew |
$162K - $203K
|
4.45K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.7K+ 64.9% |
$134K - $169K
|
9.39K
$465K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.68K+ 17.84% |
$134K - $168K
|
24.3K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.64K+ 3.66% |
$132K - $166K
|
103K
$5.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
3.07K+ 8.12% |
$112K - $140K
|
40.9K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.98K+ 37.02% |
$108K - $136K
|
11K
$547K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.45K+ 20.64% |
$89.2K - $112K
|
14.3K
$709K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.01K+ 7.34% |
$73.1K - $91.7K
|
29.4K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.91K+ 0.95% |
$69.3K - $87K
|
202K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.81K+ 6.65% |
$65.9K - $82.8K
|
29.1K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.63K+ 11.84% |
$59.4K - $74.5K
|
15.4K
$763K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.5KNew |
$54.6K - $68.5K
|
1.5K
$74.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.49KNew |
$54.1K - $67.9K
|
1.49K
$73.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.25K+ 4.31% |
$45.5K - $57.2K
|
30.3K
$1.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.24KNew |
$45.2K - $56.8K
|
1.24K
$61.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.15K+ 5.6% |
$41.9K - $52.6K
|
21.7K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.15KNew |
$41.8K - $52.5K
|
1.15K
$56.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
851+ 4.06% |
$31K - $38.9K
|
21.8K
$1.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
850+ 1.2% |
$30.9K - $38.8K
|
71.7K
$3.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
660New |
$24K - $30.1K
|
660
$32.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
573+ 2.83% |
$20.8K - $26.2K
|
20.9K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
525+ 2.37% |
$19.1K - $24K
|
22.6K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
522+ 4.56% |
$19K - $23.8K
|
12K
$593K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
500+ 485.44% |
$18.2K - $22.8K
|
603
$29.8K
|