Purchases and Sales Made in Q2 2024 in Ishares Tr Us Tech Breakthroug (TECB)
This table provides information about the institutional ownership of Ishares Tr Us Tech Breakthroug (TECB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.7K+ 80.57% |
$2.11M - $2.41M
|
107K
$5.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
36.2K+ 100472.22% |
$1.6M - $1.82M
|
36.2K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25.3K+ 99.55% |
$1.12M - $1.28M
|
50.7K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.3K+ 1563.46% |
$856K - $976K
|
20.6K
$1.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.2K+ 161.41% |
$717K - $817K
|
26.2K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13KNew |
$574K - $655K
|
13K
$704K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.14K+ 29.82% |
$316K - $360K
|
31.1K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.13KNew |
$315K - $360K
|
7.13K
$386K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
6.45K+ 148.96% |
$285K - $325K
|
10.8K
$584K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.93K+ 13.15% |
$262K - $299K
|
51K
$2.76M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.71KNew |
$253K - $288K
|
5.71K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.37K+ 1538.4% |
$238K - $271K
|
5.72K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.12KNew |
$227K - $258K
|
5.12K
$278K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5KNew |
$221K - $252K
|
5K
$271K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.06K+ 96.05% |
$180K - $205K
|
8.29K
$449K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
2.53K+ 40.72% |
$112K - $128K
|
8.75K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.81K+ 26.24% |
$80.1K - $91.3K
|
8.71K
$472K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.69K+ 9.03% |
$74.9K - $85.3K
|
20.4K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.6K+ 13.95% |
$70.7K - $80.6K
|
13.1K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.31K+ 19.75% |
$57.9K - $66K
|
7.93K
$430K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.07K+ 16.96% |
$47.3K - $54K
|
7.38K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
409+ 6.42% |
$18.1K - $20.6K
|
6.78K
$368K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
371New |
$16.4K - $18.7K
|
371
$20.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
278New |
$12.3K - $14K
|
278
$15.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
265New |
$11.7K - $13.4K
|
265
$14.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
245New |
$10.8K - $12.4K
|
245
$13.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
194+ 9.9% |
$8.58K - $9.79K
|
2.15K
$117K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
194+ 9.9% |
$8.58K - $9.79K
|
2.15K
$117K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
155+ 3.22% |
$6.86K - $7.82K
|
4.97K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
111+ 4.23% |
$4.91K - $5.6K
|
2.74K
$148K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
102New |
$4.51K - $5.14K
|
102
$5.53K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
100New |
$4.42K - $5.04K
|
100
$5.42K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
60+ 6.32% |
$2.65K - $3.03K
|
1.01K
$54.7K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45+ 0.44% |
$1.99K - $2.27K
|
10.3K
$556K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
44+ 36.07% |
$1.95K - $2.22K
|
166
$8.99K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
10New |
$442 - $504
|
10
$542
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-31- 12.16% |
$1.37K - $1.56K
|
224
$12.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-83- 0.87% |
$3.67K - $4.19K
|
9.48K
$514K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-310- 3.26% |
$13.7K - $15.6K
|
9.21K
$499K
|
|
|
Aug 07, 2024
Q2 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-344- 2.68% |
$15.2K - $17.4K
|
12.5K
$676K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-665- 3.08% |
$29.4K - $33.5K
|
20.9K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-732- 5.75% |
$32.4K - $36.9K
|
12K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-748- 14.24% |
$33.1K - $37.7K
|
4.51K
$244K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-967- 1.9% |
$42.8K - $48.8K
|
49.8K
$2.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.32K- 35.16% |
$147K - $168K
|
6.12K
$332K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.61K- 13.42% |
$204K - $232K
|
29.7K
$1.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-9.38K- 66.34% |
$415K - $473K
|
4.76K
$258K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.51K- 29.3% |
$421K - $479K
|
22.9K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.5K- 99.54% |
$688K - $784K
|
72
$3.9K
|