Mark Sheptoff Financial Planning, LLC Ishares Tr Cybersecurity & Tec Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Tr Cybersecurity & Tec stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 28,741 shares of IHAK stock, worth $1.42 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

28,741

Previous 28,541 0.7%

Holding current value

$1.42 Million

Previous $1.31 Million 6.79%

% of portfolio

0.75%

Previous 0.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$43.42 - $48.95 $8,684 - $9,790	200 Added 0.7%	28,741 $1.4 Million
Q2 2024 Aug 12, 2024	SELL	$43.17 - $46.64 $79,907 - $86,330	-1,851 Reduced 6.09%	28,541 $1.31 Million
Q1 2024 May 10, 2024	BUY	$43.25 - $49.43 $3,892 - $4,448	90 Added 0.3%	30,392 $1.42 Million
Q4 2023 Feb 09, 2024	BUY	$36.37 - $45.66 $45,535 - $57,166	1,252 Added 4.31%	30,302 $1.38 Million
Q3 2023 Nov 09, 2023	BUY	$36.74 - $39.84 $628,254 - $681,264	17,100 Added 143.1%	29,050 $1.12 Million
Q2 2023 Aug 10, 2023	BUY	$32.65 - $38.5 $22,855 - $26,950	700 Added 6.22%	11,950 $451,000
Q4 2022 Feb 14, 2023	BUY	$31.88 - $36.11 $6,376 - $7,222	200 Added 1.81%	11,250 $371,000
Q3 2022 Nov 08, 2022	BUY	$33.69 - $39.42 $372,274 - $435,591	11,050 New	11,050 $375,000

Others Institutions Holding IHAK

# of Institutions

171

Shares Held

5.36M

Call Options Held

Put Options Held

900

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About ISHARES TR CYBERSECURITY & TEC

Ticker IHAK
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Mark Sheptoff Financial Planning, LLC Ishares Tr Cybersecurity & Tec Transaction History