Purchases and Sales Made in Q4 2023 in Ishares Tr Us Tech Breakthroug (TECB)
This table provides information about the institutional ownership of Ishares Tr Us Tech Breakthroug (TECB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
80.7K+ 103.12% |
$2.8M - $3.48M
|
159K
$8.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 41.53% |
$438K - $546K
|
43.1K
$2.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.79KNew |
$305K - $379K
|
8.79K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.72KNew |
$233K - $290K
|
6.72K
$353K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
6.22KNew |
$216K - $269K
|
6.22K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.61KNew |
$195K - $242K
|
5.61K
$295K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.71KNew |
$163K - $203K
|
4.71K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.45K+ 22.83% |
$154K - $192K
|
23.9K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.65K+ 19.96% |
$127K - $158K
|
21.9K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.63K+ 133.85% |
$126K - $157K
|
6.35K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.32K+ 32.83% |
$115K - $143K
|
13.4K
$705K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.76K+ 30.65% |
$95.6K - $119K
|
11.7K
$617K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.71K+ 18.91% |
$93.9K - $117K
|
17K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.55KNew |
$53.8K - $67K
|
1.55K
$81.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.55KNew |
$53.8K - $67K
|
1.55K
$81.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.32K+ 16.96% |
$45.6K - $56.8K
|
9.08K
$477K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
509New |
$17.7K - $22K
|
509
$26.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
292New |
$10.1K - $12.6K
|
292
$15.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
290+ 2.35% |
$10.1K - $12.5K
|
12.6K
$663K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
140New |
$4.86K - $6.05K
|
140
$7.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86New |
$2.98K - $3.71K
|
86
$4.52K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
86+ 1.26% |
$2.98K - $3.71K
|
6.93K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
72+ 720.0% |
$2.5K - $3.11K
|
82
$4.31K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
39+ 2.23% |
$1.35K - $1.68K
|
1.79K
$93.8K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17New |
$590 - $734
|
17
$893
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11+ 0.17% |
$381 - $475
|
6.37K
$335K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10+ 13.89% |
$347 - $432
|
82
$4.31K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.12% |
$104 - $130
|
2.48K
$130K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1+ 0.01% |
$34.7 - $43.2
|
9.33K
$490K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-153- 31.1% |
$5.31K - $6.61K
|
339
$17.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-249- 5.32% |
$8.64K - $10.8K
|
4.43K
$233K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-309- 2.34% |
$10.7K - $13.3K
|
12.9K
$678K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-366- 17.0% |
$12.7K - $15.8K
|
1.79K
$93.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-467- 3.6% |
$16.2K - $20.2K
|
12.5K
$657K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-591- 2.59% |
$20.5K - $25.5K
|
22.2K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.64K- 2.87% |
$57K - $71K
|
55.6K
$2.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.06K- 10.16% |
$141K - $175K
|
35.9K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.25K- 12.63% |
$147K - $183K
|
29.4K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 89.68% |
$381K - $474K
|
1.26K
$66.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.3K- 46.47% |
$669K - $833K
|
22.2K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-524K- 8.59% |
$18.2M - $22.6M
|
5.57M
$293M
|