Purchases and Sales Made in Q4 2022 in Ishares Tr Us Tech Breakthroug (TECB)
This table provides information about the institutional ownership of Ishares Tr Us Tech Breakthroug (TECB) during Q4 2022. 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 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
862K+ 9.56% |
$22.1M - $25.6M
|
9.87M
$535M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15K+ 2458.85% |
$385K - $446K
|
15.6K
$846K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.51K+ 5.41% |
$116K - $134K
|
87.8K
$4.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.14K+ 3.63% |
$80.5K - $93.4K
|
89.6K
$4.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.59KNew |
$66.5K - $77K
|
2.59K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.32KNew |
$33.7K - $39.1K
|
1.32K
$71.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.28KNew |
$32.9K - $38.2K
|
1.28K
$69.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.13KNew |
$28.9K - $33.5K
|
1.13K
$61.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
801+ 2427.27% |
$20.5K - $23.8K
|
834
$45.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
631New |
$16.2K - $18.8K
|
631
$34.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
205+ 1.82% |
$5.26K - $6.09K
|
11.4K
$620K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
134New |
$3.44K - $3.98K
|
134
$7.26K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
92+ 61.33% |
$2.36K - $2.74K
|
242
$13.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.39% |
$1.08K - $1.25K
|
10.9K
$589K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
30+ 3.16% |
$770 - $892
|
980
$53.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
23New |
$590 - $684
|
23
$1.25K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7+ 1.04% |
$180 - $208
|
679
$36.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95- 2.86% |
$2.44K - $2.82K
|
3.23K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-163- 10.85% |
$4.18K - $4.85K
|
1.34K
$72.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1K- 44.78% |
$25.8K - $29.8K
|
1.24K
$67.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.16K- 11.16% |
$29.8K - $34.5K
|
9.25K
$501K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.51K- 51.42% |
$116K - $134K
|
4.26K
$231K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.33K- 53.85% |
$188K - $218K
|
6.28K
$340K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.42K- 37.88% |
$190K - $221K
|
12.2K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.5K- 27.61% |
$320K - $370K
|
32.7K
$1.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-15K- 36.58% |
$384K - $445K
|
26K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-41.5K- 66.86% |
$1.06M - $1.23M
|
20.6K
$1.11M
|