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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
322New |
$13.9K - $15K
|
322
$16.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-350- 47.36% |
$15.1K - $16.3K
|
389
$19.6K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
15New |
$648 - $700
|
15
$755
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.83K- 27.93% |
$122K - $132K
|
7.29K
$367K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
63New |
$2.72K - $2.94K
|
63
$3.17K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
178New |
$7.7K - $8.8K
|
178
$8.96K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.48KNew |
$194K - $221K
|
4.48K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
213New |
$9.21K - $10.5K
|
213
$10.7K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.05K- 15.58% |
$45.4K - $51.9K
|
5.69K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
978+ 4.69% |
$42.3K - $48.3K
|
21.8K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.28K+ 16.34% |
$228K - $261K
|
37.6K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.95K- 21.32% |
$171K - $195K
|
14.6K
$734K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.7KNew |
$896K - $1.02M
|
20.7K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-5.4K- 45.45% |
$234K - $267K
|
6.48K
$326K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.71K+ 5.17% |
$160K - $183K
|
75.4K
$3.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
149New |
$6.44K - $7.37K
|
149
$7.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
400+ 88.89% |
$17.3K - $19.8K
|
850
$42.8K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$43.3 - $49.4
|
5.39K
$271K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-62.2K- 53.11% |
$2.69M - $3.07M
|
54.9K
$2.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
115New |
$4.97K - $5.68K
|
115
$5.79K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
267New |
$11.5K - $13.2K
|
267
$13.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.3KNew |
$143K - $163K
|
3.3K
$166K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.17% |
$433 - $494
|
5.8K
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
42New |
$1.82K - $2.08K
|
42
$2.11K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
43+ 17.84% |
$1.86K - $2.13K
|
284
$14.3K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
200New |
$7.27K - $9.13K
|
200
$10.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.45KNew |
$162K - $203K
|
4.45K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.5KNew |
$54.6K - $68.5K
|
1.5K
$75.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10New |
$364 - $457
|
10
$503
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-500- 62.5% |
$18.2K - $22.8K
|
300
$15.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
115New |
$4.18K - $5.25K
|
115
$5.79K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.4K- 17.48% |
$50.8K - $63.7K
|
6.59K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.15KNew |
$187K - $235K
|
5.15K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-800- 46.4% |
$29.1K - $36.5K
|
924
$46.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
30.2KNew |
$1.1M - $1.38M
|
30.2K
$1.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
88New |
$3.2K - $4.02K
|
88
$4.43K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-32- 0.23% |
$1.16K - $1.46K
|
13.8K
$694K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-400- 2.99% |
$14.5K - $18.3K
|
13K
$652K
|
|
| Q3 2023 | |||||||
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.22K- 18.71% |
$44.8K - $48.6K
|
5.3K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$36.7 - $39.8
|
1
$50.3
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
125New |
$4.59K - $4.98K
|
125
$6.29K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
900New |
$33.1K - $35.9K
|
900
$45.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.33K- 57.97% |
$85.6K - $92.8K
|
1.69K
$85K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
2.11K+ 5.4% |
$77.4K - $83.9K
|
41.1K
$2.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-29- 18.83% |
$1.07K - $1.16K
|
125
$6.29K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-3.69K- 2.8% |
$135K - $147K
|
128K
$6.44M
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2New |
$65.3 - $77
|
2
$101
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 50.0% |
$6.53K - $7.7K
|
200
$10.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-60- 52.17% |
$1.96K - $2.31K
|
55
$2.77K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.5K- 28.0% |
$114K - $135K
|
9K
$453K
|
|