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 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
400+ 20.0% |
$16.6K - $19.4K
|
2.4K
$136K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
245+ 175.0% |
$10.2K - $11.9K
|
385
$21.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-88- 15.91% |
$3.66K - $4.26K
|
465
$26.4K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
114New |
$4.74K - $5.52K
|
114
$6.48K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.55KNew |
$53.8K - $67K
|
1.55K
$88.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.55KNew |
$53.8K - $67K
|
1.55K
$88.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
495New |
$17.8K - $19.6K
|
495
$28.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.77K+ 22.69% |
$63.6K - $70K
|
9.55K
$543K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
163New |
$5.87K - $6.46K
|
163
$9.27K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
8.92KNew |
$321K - $354K
|
8.92K
$507K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
131New |
$4.71K - $5.2K
|
131
$7.45K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9New |
$284 - $345
|
9
$512
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.54K- 97.84% |
$80.1K - $97.2K
|
56
$3.18K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-699- 82.62% |
$22.1K - $26.8K
|
147
$8.36K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
96New |
$2.6K - $3.19K
|
96
$5.46K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
23New |
$590 - $684
|
23
$1.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.28KNew |
$32.9K - $38.2K
|
1.28K
$73K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
631New |
$16.2K - $18.8K
|
631
$35.9K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
134New |
$3.44K - $3.98K
|
134
$7.62K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
24.4KNew |
$639K - $807K
|
24.4K
$1.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-6.97K- 26.24% |
$182K - $230K
|
19.6K
$1.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-442Closed |
$11.6K - $14.6K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-99Closed |
$2.68K - $3.69K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 8.16% |
$108 - $149
|
53
$3.01K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-16KClosed |
$432K - $596K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
16New |
$433 - $596
|
16
$910
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
315New |
$8.52K - $11.7K
|
315
$17.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.01KClosed |
$27.2K - $37.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
70New |
$2.26K - $2.93K
|
70
$3.98K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-705Closed |
$22.7K - $29.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-19.7KClosed |
$790K - $869K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
14New |
$562 - $618
|
14
$796
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
9New |
$361 - $397
|
9
$512
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.44KClosed |
$299K - $329K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24New |
$958 - $1.05K
|
24
$1.36K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-124Closed |
$4.95K - $5.43K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-29.8KClosed |
$1.04M - $1.2M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-182Closed |
$6.37K - $7.31K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.4K+ 22.4% |
$47.4K - $53.4K
|
7.65K
$435K
|
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.75KClosed |
$262K - $295K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-228- 69.51% |
$7K - $8.08K
|
100
$5.69K
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-167Closed |
$5.13K - $5.92K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Pittenger & Anderson Inc
|
SELL
|
- |
-222Closed |
$6.81K - $7.87K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-100Closed |
$3.07K - $3.55K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-73Closed |
$1.57K - $2.14K
|
0
$0
|
|