Purchases and Sales Made in Q1 2025 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL INFORMATION TEC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.95K+ 121.74% |
$223K - $260K
|
5.36K
$460K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.9KNew |
$219K - $256K
|
2.9K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.71KNew |
$205K - $239K
|
2.71K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
2.65K+ 13.8% |
$201K - $234K
|
21.9K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.62K+ 98.75% |
$198K - $231K
|
5.27K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.5KNew |
$190K - $221K
|
2.5K
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.48K+ 8.55% |
$188K - $219K
|
31.5K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.4K+ 8.9% |
$182K - $212K
|
29.4K
$2.52M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.4K+ 14.33% |
$182K - $212K
|
19.1K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.15K+ 25.01% |
$163K - $190K
|
10.7K
$921K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.98K+ 1.17% |
$150K - $175K
|
172K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.84K+ 16.35% |
$139K - $163K
|
13.1K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.52K+ 1.62% |
$115K - $134K
|
95.2K
$8.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.5K+ 99.87% |
$114K - $133K
|
3.01K
$258K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.41K+ 42.76% |
$107K - $124K
|
4.7K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.34K+ 29.58% |
$101K - $118K
|
5.86K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.33K+ 1.75% |
$101K - $118K
|
77.3K
$6.63M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.33K+ 5.25% |
$100K - $117K
|
26.6K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.2K+ 1.83% |
$90.9K - $106K
|
66.8K
$5.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.12K+ 1.3% |
$84.8K - $99K
|
87K
$7.47M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.08KNew |
$81.4K - $95K
|
1.08K
$92.3K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.06KNew |
$80K - $93.4K
|
1.06K
$90.7K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.01KNew |
$76.3K - $89.1K
|
1.01K
$86.5K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
985+ 4.8% |
$74.6K - $87.1K
|
21.5K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
953+ 4.6% |
$72.2K - $84.2K
|
21.7K
$1.86M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
936+ 31.76% |
$70.9K - $82.7K
|
3.88K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
852+ 5.75% |
$64.5K - $75.3K
|
15.7K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
841+ 2.05% |
$63.7K - $74.3K
|
41.8K
$3.59M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
816New |
$61.8K - $72.1K
|
816
$70.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
809+ 18.37% |
$61.3K - $71.5K
|
5.21K
$448K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
714+ 19.72% |
$54.1K - $63.1K
|
4.34K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
659+ 8.65% |
$49.9K - $58.3K
|
8.28K
$710K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
636+ 34.12% |
$48.2K - $56.2K
|
2.5K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
629+ 13.69% |
$47.6K - $55.6K
|
5.22K
$448K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
625New |
$47.3K - $55.3K
|
625
$53.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
499+ 3.72% |
$37.8K - $44.1K
|
13.9K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
469New |
$35.5K - $41.5K
|
469
$40.3K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
450New |
$34.1K - $39.8K
|
450
$38.6K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
427+ 1.91% |
$32.3K - $37.7K
|
22.7K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
388+ 0.33% |
$29.4K - $34.3K
|
118K
$10.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
386+ 0.35% |
$29.2K - $34.1K
|
109K
$9.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
359+ 11.55% |
$27.2K - $31.7K
|
3.47K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
350New |
$26.5K - $30.9K
|
350
$30K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
306New |
$23.2K - $27.1K
|
306
$26.3K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
289New |
$21.9K - $25.5K
|
289
$24.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
282+ 5.57% |
$21.4K - $24.9K
|
5.35K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
277+ 10.14% |
$21K - $24.5K
|
3.01K
$258K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
250+ 3.83% |
$18.9K - $22.1K
|
6.77K
$581K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
229+ 2.67% |
$17.3K - $20.2K
|
8.82K
$757K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
219New |
$16.6K - $19.4K
|
219
$18.8K
|