Purchases and Sales Made in Q4 2024 in Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information about the institutional ownership of Ishares Tr Cybersecurity & Tec (IHAK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
72KNew |
$3.43M - $3.74M
|
72K
$3.68M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
27.5K+ 62.86% |
$1.31M - $1.43M
|
71.2K
$3.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.3KNew |
$493K - $537K
|
10.3K
$529K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
6.54KNew |
$311K - $340K
|
6.54K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.07KNew |
$289K - $315K
|
6.07K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.57K+ 49.32% |
$265K - $289K
|
16.9K
$863K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.64K+ 15.78% |
$221K - $241K
|
34K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.67K+ 3.35% |
$127K - $139K
|
82.3K
$4.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.61K+ 9.29% |
$124K - $136K
|
30.7K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.24K+ 0.76% |
$107K - $116K
|
297K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.59K+ 11.44% |
$76K - $82.8K
|
15.5K
$795K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.53K+ 4.28% |
$73.1K - $79.7K
|
37.4K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.53KNew |
$73K - $79.6K
|
1.53K
$78.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.5K+ 1.99% |
$71.6K - $78.1K
|
76.9K
$3.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
951+ 383.47% |
$45.3K - $49.4K
|
1.2K
$61.3K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
755+ 10.22% |
$36K - $39.2K
|
8.15K
$417K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
640New |
$30.5K - $33.3K
|
640
$32.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
333+ 27.12% |
$15.9K - $17.3K
|
1.56K
$79.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
248+ 12.43% |
$11.8K - $12.9K
|
2.24K
$115K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
237New |
$11.3K - $12.3K
|
237
$12.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
105+ 2.18% |
$5K - $5.46K
|
4.93K
$252K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
104+ 2.24% |
$4.96K - $5.4K
|
4.74K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
99+ 0.48% |
$4.72K - $5.15K
|
20.7K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
95+ 1.11% |
$4.53K - $4.94K
|
8.69K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
90+ 0.9% |
$4.29K - $4.68K
|
10.1K
$519K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
43+ 0.2% |
$2.05K - $2.23K
|
21.9K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
20New |
$953 - $1.04K
|
20
$1.02K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.12% |
$810 - $883
|
14.7K
$753K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$47.7 - $52
|
32.1K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.19% |
$47.7 - $52
|
539
$27.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-266- 3.91% |
$12.7K - $13.8K
|
6.54K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-294- 3.67% |
$14K - $15.3K
|
7.72K
$395K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-380- 4.06% |
$18.1K - $19.7K
|
8.99K
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-522- 2.11% |
$24.9K - $27.1K
|
24.2K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-800- 15.59% |
$38.1K - $41.6K
|
4.33K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-980- 5.04% |
$46.7K - $50.9K
|
18.5K
$944K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.04K- 18.34% |
$49.3K - $53.8K
|
4.61K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.43K- 46.71% |
$68.3K - $74.5K
|
1.64K
$83.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-1.71K- 13.87% |
$81.3K - $88.6K
|
10.6K
$542K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-2.64K- 21.64% |
$126K - $137K
|
9.54K
$488K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.53K- 38.56% |
$168K - $184K
|
5.63K
$288K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-9.7K- 17.84% |
$462K - $504K
|
44.7K
$2.29M
|