Purchases and Sales Made in Q1 2024 in Ishares Tr Us Tech Breakthroug (TECB)
This table provides information about the institutional ownership of Ishares Tr Us Tech Breakthroug (TECB) during Q1 2024. 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 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
222K+ 139.76% |
$9.24M - $10.8M
|
381K
$20M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.1K+ 137.05% |
$2.46M - $2.86M
|
102K
$5.36M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.8K+ 340.67% |
$1.9M - $2.22M
|
59.2K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
34.1KNew |
$1.42M - $1.65M
|
34.1K
$1.79M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.4KNew |
$1.35M - $1.57M
|
32.4K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25.4KNew |
$1.06M - $1.23M
|
25.4K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.4KNew |
$1.01M - $1.18M
|
24.4K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22.8K+ 102.78% |
$950K - $1.11M
|
45.1K
$2.37M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.5K+ 21591.67% |
$646K - $753K
|
15.6K
$820K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.5K+ 18946.34% |
$646K - $752K
|
15.6K
$820K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2K+ 103.8% |
$507K - $590K
|
23.9K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.4K+ 43.56% |
$433K - $505K
|
34.4K
$1.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2KNew |
$425K - $495K
|
10.2K
$536K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.31KNew |
$262K - $306K
|
6.31K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.23K+ 49.79% |
$259K - $302K
|
18.7K
$983K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.33KNew |
$180K - $210K
|
4.33K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.23KNew |
$176K - $205K
|
4.23K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.69K+ 58.1% |
$153K - $179K
|
10K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.17K+ 7.38% |
$90.1K - $105K
|
31.6K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
824+ 18.6% |
$34.3K - $39.9K
|
5.25K
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
777+ 8.84% |
$32.3K - $37.6K
|
9.56K
$502K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
442+ 4.87% |
$18.4K - $21.4K
|
9.52K
$500K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
432New |
$18K - $20.9K
|
432
$22.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
400+ 20.0% |
$16.6K - $19.4K
|
2.4K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
349New |
$14.5K - $16.9K
|
349
$18.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
300New |
$12.5K - $14.5K
|
300
$15.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
245+ 175.0% |
$10.2K - $11.9K
|
385
$20.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
215New |
$8.94K - $10.4K
|
215
$11.3K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
209New |
$8.69K - $10.1K
|
209
$11K
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
193+ 1.53% |
$8.02K - $9.35K
|
12.8K
$673K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
172+ 9.63% |
$7.15K - $8.33K
|
1.96K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
172+ 9.63% |
$7.15K - $8.33K
|
1.96K
$103K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
161New |
$6.69K - $7.8K
|
161
$8.45K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
148+ 5.97% |
$6.15K - $7.17K
|
2.63K
$138K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
114New |
$4.74K - $5.52K
|
114
$5.99K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
101+ 2.14% |
$4.2K - $4.89K
|
4.81K
$253K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
67+ 24.1% |
$2.79K - $3.24K
|
345
$18.1K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$41.6 - $48.4
|
6.37K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.28% |
$41.6 - $48.4
|
352
$18.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-17Closed |
$707 - $823
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26- 2.06% |
$1.08K - $1.26K
|
1.24K
$64.9K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-29- 0.42% |
$1.21K - $1.4K
|
6.9K
$362K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-88- 15.91% |
$3.66K - $4.26K
|
465
$24.4K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-100- 1.49% |
$4.16K - $4.84K
|
6.62K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-155- 1.66% |
$6.44K - $7.51K
|
9.18K
$482K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-181- 1.4% |
$7.53K - $8.76K
|
12.7K
$668K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-194- 9.01% |
$8.07K - $9.39K
|
1.96K
$103K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-642- 2.89% |
$26.7K - $31.1K
|
21.6K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.11K- 19.69% |
$45.9K - $53.5K
|
4.51K
$237K
|