Latest Institutional Transactions on Ishares Tr Us Tech Breakthroug (TECB)
This table provides information on the latest institutional transactions involving Ishares Tr Us Tech Breakthroug (TECB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-990- 4.77% |
$48.4K - $56.2K
|
19.8K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
63+ 6.63% |
$3.08K - $3.58K
|
1.01K
$57.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
509New |
$24.9K - $28.9K
|
509
$28.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
208+ 3.58% |
$10.2K - $11.8K
|
6.01K
$342K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-4.56K- 8.45% |
$223K - $259K
|
49.4K
$2.81M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
375+ 4.68% |
$18.3K - $21.3K
|
8.39K
$477K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
79New |
$3.86K - $4.49K
|
79
$4.49K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-101- 2.03% |
$4.94K - $5.74K
|
4.87K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.88KNew |
$239K - $277K
|
4.88K
$277K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21K- 61.05% |
$1.06M - $1.19M
|
13.4K
$762K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
69New |
$3.49K - $3.91K
|
69
$3.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-25- 0.28% |
$1.26K - $1.42K
|
8.75K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.05KNew |
$205K - $229K
|
4.05K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.34KNew |
$67.6K - $75.7K
|
1.34K
$76.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-63- 28.25% |
$3.18K - $3.57K
|
160
$9.1K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35+ 2.01% |
$1.77K - $1.98K
|
1.77K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
20.4K+ 36.94% |
$1.03M - $1.16M
|
75.7K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
800New |
$40.4K - $45.3K
|
800
$45.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.09KNew |
$257K - $288K
|
5.09K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
400New |
$20.2K - $22.6K
|
400
$22.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.25K+ 8.07% |
$63.4K - $71K
|
16.8K
$955K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
118New |
$5.96K - $6.68K
|
118
$6.71K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.28% |
$50.5 - $56.6
|
353
$20.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-71- 19.14% |
$3.59K - $4.02K
|
300
$17.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.34KNew |
$168K - $189K
|
3.34K
$190K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.43KNew |
$224K - $251K
|
4.43K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 1.13% |
$152 - $170
|
268
$15.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-822- 16.05% |
$37.2K - $42.4K
|
4.3K
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
35New |
$1.59K - $1.81K
|
35
$1.99K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88New |
$3.99K - $4.54K
|
88
$5K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
102New |
$4.62K - $5.27K
|
102
$5.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.96KNew |
$270K - $308K
|
5.96K
$339K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-173- 1.82% |
$7.84K - $8.93K
|
9.31K
$529K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.59K+ 48.6% |
$163K - $185K
|
11K
$623K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
891New |
$40.4K - $46K
|
891
$50.7K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44+ 36.07% |
$1.95K - $2.22K
|
166
$9.44K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
111+ 4.23% |
$4.91K - $5.6K
|
2.74K
$156K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
245New |
$10.8K - $12.4K
|
245
$13.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-31- 12.16% |
$1.37K - $1.56K
|
224
$12.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9.38K- 66.34% |
$415K - $473K
|
4.76K
$271K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
10New |
$442 - $504
|
10
$569
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100New |
$4.42K - $5.04K
|
100
$5.69K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
102New |
$4.51K - $5.14K
|
102
$5.8K
|
|
| Q1 2024 | |||||||
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
174New |
$7.23K - $8.43K
|
174
$9.89K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
161New |
$6.69K - $7.8K
|
161
$9.15K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
432New |
$18K - $20.9K
|
432
$24.6K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.11K- 19.69% |
$45.9K - $53.5K
|
4.51K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
209New |
$8.69K - $10.1K
|
209
$11.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-155- 1.66% |
$6.44K - $7.51K
|
9.18K
$522K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300New |
$12.5K - $14.5K
|
300
$17.1K
|
|