Purchases and Sales Made in Q2 2023 in Ishares Tr Us Tech Breakthroug (TECB)
This table provides information about the institutional ownership of Ishares Tr Us Tech Breakthroug (TECB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.5K+ 260.27% |
$1.79M - $2.17M
|
78.3K
$4.24M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.1KNew |
$1.58M - $1.92M
|
50.1K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.1KNew |
$1.58M - $1.92M
|
50.1K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43.1K+ 612.95% |
$1.36M - $1.65M
|
50.2K
$2.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.3K+ 288.45% |
$1.08M - $1.31M
|
46.2K
$2.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.5KNew |
$617K - $749K
|
19.5K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.23KNew |
$260K - $315K
|
8.23K
$445K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.78KNew |
$246K - $298K
|
7.78K
$421K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.28KNew |
$230K - $279K
|
7.28K
$394K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.11KNew |
$225K - $273K
|
7.11K
$385K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.31KNew |
$200K - $242K
|
6.31K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.61KNew |
$177K - $215K
|
5.61K
$303K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.82KNew |
$89.3K - $108K
|
2.82K
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.58K+ 16.69% |
$50K - $60.6K
|
11.1K
$598K
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
812+ 6.8% |
$25.7K - $31.1K
|
12.8K
$691K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
626+ 63.88% |
$19.8K - $24K
|
1.61K
$86.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
494+ 16.89% |
$15.6K - $18.9K
|
3.42K
$185K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
488+ 1.23% |
$15.4K - $18.7K
|
40.3K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
423+ 32.17% |
$13.4K - $16.2K
|
1.74K
$94.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13+ 5.37% |
$411 - $498
|
255
$13.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10New |
$316 - $383
|
10
$541
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9New |
$284 - $345
|
9
$487
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-126- 18.56% |
$3.98K - $4.83K
|
553
$29.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-166- 1.55% |
$5.25K - $6.36K
|
10.6K
$571K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-699- 82.62% |
$22.1K - $26.8K
|
147
$7.96K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.07K- 96.67% |
$33.9K - $41.1K
|
37
$2K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.37K- 5.34% |
$75K - $91K
|
42.1K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.54K- 97.84% |
$80.1K - $97.2K
|
56
$3.03K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.61K- 11.79% |
$241K - $292K
|
56.9K
$3.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-980K- 10.1% |
$31M - $37.6M
|
8.72M
$472M
|