Purchases and Sales Made in Q4 2025 in Ishares Tr Us Tech Breakthroug (TECB)
This table provides information about the institutional ownership of Ishares Tr Us Tech Breakthroug (TECB) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$30.1K - $32.1K
|
500
$30.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
137+ 1.76% |
$8.25K - $8.78K
|
7.92K
$483K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.28% |
$903 - $962
|
5.33K
$325K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 3.13% |
$301 - $321
|
165
$10.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 1.13% |
$181 - $192
|
268
$16.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
1+ 0.12% |
$60.2 - $64.1
|
846
$51.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.54% |
$60.2 - $64.1
|
66
$4.03K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-38- 48.72% |
$2.29K - $2.44K
|
40
$2.44K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-126- 1.02% |
$7.58K - $8.08K
|
12.2K
$744K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-399- 1.12% |
$24K - $25.6K
|
35.3K
$2.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-533- 11.54% |
$32.1K - $34.2K
|
4.09K
$249K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-731- 15.02% |
$44K - $46.9K
|
4.14K
$252K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-5.09K- 12.08% |
$306K - $326K
|
37K
$2.26M
|
|