Purchases and Sales Made in Q4 2024 in Ishares Tr Us Tech Breakthroug (TECB)
This table provides information about the institutional ownership of Ishares Tr Us Tech Breakthroug (TECB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.9KNew |
$1.31M - $1.47M
|
25.9K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
20.4K+ 36.94% |
$1.03M - $1.16M
|
75.7K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
20.3KNew |
$1.03M - $1.15M
|
20.3K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
19.8K+ 57.79% |
$999K - $1.12M
|
54K
$2.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.3K+ 77.41% |
$723K - $810K
|
32.8K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.5K+ 10.01% |
$631K - $707K
|
137K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
9.29K+ 1802.91% |
$469K - $526K
|
9.8K
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.31K+ 33.18% |
$420K - $471K
|
33.4K
$1.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
8.28K+ 36.44% |
$418K - $468K
|
31K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.09KNew |
$257K - $288K
|
5.09K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.43KNew |
$224K - $251K
|
4.43K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.05KNew |
$205K - $229K
|
4.05K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.92KNew |
$198K - $222K
|
3.92K
$198K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.34KNew |
$168K - $189K
|
3.34K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.12K+ 140.28% |
$157K - $176K
|
5.34K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.88K+ 38.23% |
$146K - $163K
|
10.4K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.52K+ 42.25% |
$127K - $143K
|
8.48K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 7.61% |
$96.2K - $108K
|
26.9K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.34KNew |
$67.6K - $75.7K
|
1.34K
$67.6K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.27K+ 18.74% |
$63.9K - $71.6K
|
8.02K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.25K+ 8.07% |
$63.4K - $71K
|
16.8K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
800New |
$40.4K - $45.3K
|
800
$40.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
795+ 15.87% |
$40.2K - $45K
|
5.8K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
717+ 3.45% |
$36.2K - $40.6K
|
21.5K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
543+ 7.29% |
$27.4K - $30.7K
|
7.99K
$404K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
465+ 6.59% |
$23.5K - $26.3K
|
7.52K
$380K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
400New |
$20.2K - $22.6K
|
400
$20.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
363+ 3.07% |
$18.3K - $20.5K
|
12.2K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
342+ 0.99% |
$17.3K - $19.4K
|
35K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
267+ 1.31% |
$13.5K - $15.1K
|
20.7K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
245+ 2.77% |
$12.4K - $13.9K
|
9.08K
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
226+ 2.43% |
$11.4K - $12.8K
|
9.52K
$481K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
149+ 206.94% |
$7.53K - $8.43K
|
221
$11.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
118New |
$5.96K - $6.68K
|
118
$5.97K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
69New |
$3.49K - $3.91K
|
69
$3.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
39New |
$1.97K - $2.21K
|
39
$1.97K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35+ 2.01% |
$1.77K - $1.98K
|
1.77K
$89.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
31+ 9.14% |
$1.57K - $1.75K
|
370
$18.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 1.13% |
$152 - $170
|
268
$13.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.28% |
$50.5 - $56.6
|
353
$17.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-2- 0.03% |
$101 - $113
|
6.28K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.19% |
$1.11K - $1.25K
|
11.9K
$600K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-25- 0.28% |
$1.26K - $1.42K
|
8.75K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-63- 28.25% |
$3.18K - $3.57K
|
160
$8.09K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-71- 19.14% |
$3.59K - $4.02K
|
300
$15.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-75- 1.21% |
$3.79K - $4.25K
|
6.12K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-186- 0.18% |
$9.4K - $10.5K
|
101K
$5.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-204- 1.39% |
$10.3K - $11.5K
|
14.5K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-320- 3.06% |
$16.2K - $18.1K
|
10.2K
$513K
|