Purchases and Sales Made in Q1 2023 in Ishares Tr Us Tech Breakthroug (TECB)
This table provides information about the institutional ownership of Ishares Tr Us Tech Breakthroug (TECB) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR US TECH BREAKTHROUG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
64.5K+ 195524.23% |
$1.75M - $2.14M
|
64.6K
$3.39M
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
39.8KNew |
$1.08M - $1.32M
|
39.8K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4K+ 245.85% |
$418K - $513K
|
21.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.8K+ 468.42% |
$157K - $193K
|
7.04K
$369K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.32K+ 12.8% |
$90K - $110K
|
29.3K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
846New |
$22.9K - $28.1K
|
846
$44.4K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
518New |
$14K - $17.2K
|
518
$27.2K
|
|
|
May 15, 2023
Q1 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
505+ 4.41% |
$13.7K - $16.8K
|
11.9K
$627K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
398+ 29.72% |
$10.8K - $13.2K
|
1.74K
$91.2K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
96New |
$2.6K - $3.19K
|
96
$5.04K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
88+ 0.95% |
$2.38K - $2.92K
|
9.33K
$490K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
36New |
$976 - $1.2K
|
36
$1.89K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-30- 3.06% |
$813 - $997
|
950
$49.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-150- 1.38% |
$4.07K - $4.98K
|
10.7K
$563K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-308- 9.53% |
$8.35K - $10.2K
|
2.92K
$154K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-830- 99.52% |
$22.5K - $27.6K
|
4
$210
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.7K- 22.14% |
$73K - $89.6K
|
9.48K
$497K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.15K- 73.96% |
$85.4K - $105K
|
1.11K
$58.3K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.69K- 42.23% |
$235K - $289K
|
11.9K
$624K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.6K- 93.72% |
$396K - $486K
|
980
$51.5K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-45.1K- 50.37% |
$1.22M - $1.5M
|
44.5K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-87.7K- 99.96% |
$2.38M - $2.92M
|
33
$1.73K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-176K- 1.78% |
$4.77M - $5.85M
|
9.7M
$509M
|