Latest Institutional Transactions on Ishares Tr Cybersecurity & Tec (IHAK)
This table provides information on the latest institutional transactions involving Ishares Tr Cybersecurity & Tec (IHAK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-60- 52.17% |
$1.96K - $2.31K
|
55
$2.72K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 50.0% |
$6.53K - $7.7K
|
200
$9.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.5K- 28.0% |
$114K - $135K
|
9K
$446K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.05KNew |
$34.3K - $40.4K
|
1.05K
$52K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-300- 13.95% |
$9.8K - $11.6K
|
1.85K
$91.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
362+ 1.58% |
$11.8K - $13.9K
|
23.2K
$1.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
58.2KNew |
$1.9M - $2.24M
|
58.2K
$2.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.13% |
$32.7 - $38.5
|
763
$37.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-54- 54.0% |
$1.76K - $2.08K
|
46
$2.28K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-496- 5.23% |
$16.2K - $19.1K
|
8.98K
$445K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
101New |
$3.3K - $3.89K
|
101
$5K
|
|
| Q1 2023 | |||||||
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
32.5KNew |
$1.04M - $1.18M
|
32.5K
$1.61M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-75Closed |
$2.41K - $2.73K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-350Closed |
$11.2K - $12.7K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 50.0% |
$32.1 - $36.4
|
3
$149
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.3KNew |
$1.07M - $1.21M
|
33.3K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.66KNew |
$214K - $242K
|
6.66K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-118- 0.41% |
$3.79K - $4.29K
|
29K
$1.44M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-72- 14.75% |
$2.31K - $2.62K
|
416
$20.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
52New |
$1.67K - $1.89K
|
52
$2.57K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
14.9K+ 11.43% |
$479K - $543K
|
146K
$7.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.58K- 21.71% |
$50.5K - $57.3K
|
5.68K
$281K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
170+ 4.48% |
$5.45K - $6.18K
|
3.96K
$196K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.29K+ 6.23% |
$41.3K - $46.7K
|
21.9K
$1.09M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
20New |
$642 - $727
|
20
$990
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.07% |
$31.9 - $36.1
|
1.44K
$71.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.62K+ 96.23% |
$179K - $203K
|
11.5K
$567K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
30New |
$956 - $1.08K
|
30
$1.49K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.36KNew |
$43.2K - $49K
|
1.36K
$67.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
200+ 100.0% |
$6.38K - $7.22K
|
400
$19.8K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
52.5KNew |
$1.67M - $1.9M
|
52.5K
$2.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-1.85K- 6.14% |
$59K - $66.8K
|
28.3K
$1.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.15KNew |
$196K - $222K
|
6.15K
$304K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-16- 31.37% |
$510 - $578
|
35
$1.73K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
154New |
$4.91K - $5.56K
|
154
$7.62K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-17.3K- 54.54% |
$550K - $623K
|
14.4K
$712K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-620- 75.61% |
$19.8K - $22.4K
|
200
$9.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
50New |
$1.68K - $1.97K
|
50
$2.48K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.72K- 84.84% |
$91.5K - $107K
|
485
$24K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.96K- 24.43% |
$66.1K - $77.3K
|
6.07K
$300K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
22New |
$741 - $867
|
22
$1.09K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.02K- 42.67% |
$34.3K - $40.1K
|
1.37K
$67.7K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
125+ 143.68% |
$4.21K - $4.93K
|
212
$10.5K
|
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
5.76K+ 8.79% |
$194K - $227K
|
71.3K
$3.53M
|
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
189+ 1.26% |
$6.37K - $7.45K
|
15.2K
$753K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-86- 4.12% |
$2.88K - $3.74K
|
2K
$99K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-401KClosed |
$13.4M - $17.4M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-100Closed |
$3.34K - $4.34K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-62Closed |
$2.07K - $2.69K
|
0
$0
|
|