Purchases and Sales Made in Q4 2021 in Ishares Tr Us Tech Breakthroug (TECB)
This table provides information about the institutional ownership of Ishares Tr Us Tech Breakthroug (TECB) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
618K+ 7.38% |
$24.8M - $27.3M
|
9M
$487M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24.3KNew |
$977K - $1.07M
|
24.3K
$1.32M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17.7KNew |
$712K - $783K
|
17.7K
$960K
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.14KNew |
$367K - $404K
|
9.14K
$495K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.53KNew |
$302K - $332K
|
7.53K
$407K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3.96KNew |
$159K - $175K
|
3.96K
$214K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.84KNew |
$154K - $169K
|
3.84K
$208K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.28KNew |
$51.5K - $56.6K
|
1.28K
$69.4K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.18K+ 3.16% |
$47.5K - $52.2K
|
38.6K
$2.09M
|
|
Feb 10, 2022
Q4 2021
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.15K+ 12.04% |
$46.1K - $50.7K
|
10.7K
$579K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.01KNew |
$40.4K - $44.4K
|
1.01K
$54.4K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
705New |
$28.3K - $31.1K
|
705
$38.2K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
561New |
$22.5K - $24.8K
|
561
$30.4K
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
430+ 2.79% |
$17.3K - $19K
|
15.9K
$858K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
190New |
$7.63K - $8.39K
|
190
$10.3K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
189New |
$7.59K - $8.35K
|
189
$10.2K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
150New |
$6.02K - $6.62K
|
150
$8.12K
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
78+ 0.11% |
$3.13K - $3.44K
|
68.7K
$3.72M
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
14New |
$562 - $618
|
14
$758
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
9New |
$361 - $397
|
9
$487
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76- 5.27% |
$3.05K - $3.36K
|
1.37K
$74K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-98Closed |
$3.93K - $4.33K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-228- 69.51% |
$9.15K - $10.1K
|
100
$5.41K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-564Closed |
$22.6K - $24.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-578- 1.96% |
$23.2K - $25.5K
|
28.9K
$1.56M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-601- 3.82% |
$24.1K - $26.5K
|
15.2K
$820K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 9.15% |
$42.1K - $46.3K
|
10.4K
$564K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.62K- 10.29% |
$65K - $71.5K
|
14.1K
$763K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.67K- 18.63% |
$147K - $162K
|
16K
$867K
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-5.95K- 2.1% |
$239K - $263K
|
278K
$15M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.44KClosed |
$299K - $329K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-19.7KClosed |
$790K - $869K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29.5K- 32.94% |
$1.19M - $1.3M
|
60.1K
$3.25M
|