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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.96KNew |
$270K - $308K
|
5.96K
$326K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44+ 36.07% |
$1.95K - $2.22K
|
166
$9.08K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.5K- 99.54% |
$688K - $784K
|
72
$3.94K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
111+ 4.23% |
$4.91K - $5.6K
|
2.74K
$150K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
245New |
$10.8K - $12.4K
|
245
$13.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-31- 12.16% |
$1.37K - $1.56K
|
224
$12.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9.38K- 66.34% |
$415K - $473K
|
4.76K
$260K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
155+ 3.22% |
$6.86K - $7.82K
|
4.97K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
10New |
$442 - $504
|
10
$547
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100New |
$4.42K - $5.04K
|
100
$5.47K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
102New |
$4.51K - $5.14K
|
102
$5.58K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
371New |
$16.4K - $18.7K
|
371
$20.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
265New |
$11.7K - $13.4K
|
265
$14.5K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17Closed |
$707 - $823
|
0
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
161New |
$6.69K - $7.8K
|
161
$8.81K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
432New |
$18K - $20.9K
|
432
$23.6K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.11K- 19.69% |
$45.9K - $53.5K
|
4.51K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
209New |
$8.69K - $10.1K
|
209
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-155- 1.66% |
$6.44K - $7.51K
|
9.18K
$502K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.28% |
$41.6 - $48.4
|
352
$19.3K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
215New |
$8.94K - $10.4K
|
215
$11.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300New |
$12.5K - $14.5K
|
300
$16.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
400+ 20.0% |
$16.6K - $19.4K
|
2.4K
$131K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
245+ 175.0% |
$10.2K - $11.9K
|
385
$21.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-88- 15.91% |
$3.66K - $4.26K
|
465
$25.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
114New |
$4.74K - $5.52K
|
114
$6.24K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86New |
$2.98K - $3.71K
|
86
$4.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.55KNew |
$53.8K - $67K
|
1.55K
$84.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
292New |
$10.1K - $12.6K
|
292
$16K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-153- 31.1% |
$5.31K - $6.61K
|
339
$18.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
509New |
$17.7K - $22K
|
509
$27.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.55KNew |
$53.8K - $67K
|
1.55K
$84.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.77K+ 22.69% |
$63.6K - $70K
|
9.55K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
495New |
$17.8K - $19.6K
|
495
$27.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
163New |
$5.87K - $6.46K
|
163
$8.92K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
8.92KNew |
$321K - $354K
|
8.92K
$488K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
131New |
$4.71K - $5.2K
|
131
$7.17K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45New |
$1.62K - $1.78K
|
45
$2.46K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
423+ 32.17% |
$13.4K - $16.2K
|
1.74K
$95.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9New |
$284 - $345
|
9
$492
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.54K- 97.84% |
$80.1K - $97.2K
|
56
$3.06K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-699- 82.62% |
$22.1K - $26.8K
|
147
$8.04K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
96New |
$2.6K - $3.19K
|
96
$5.25K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
23New |
$590 - $684
|
23
$1.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.28KNew |
$32.9K - $38.2K
|
1.28K
$70.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
631New |
$16.2K - $18.8K
|
631
$34.5K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
134New |
$3.44K - $3.98K
|
134
$7.33K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
24.4KNew |
$639K - $807K
|
24.4K
$1.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-6.97K- 26.24% |
$182K - $230K
|
19.6K
$1.07M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-442Closed |
$11.6K - $14.6K
|
0
$0
|
|