Purchases and Sales Made in Q2 2024 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.05MNew |
$71.9M - $88.7M
|
1.05M
$84.7M
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
774K+ 3381.5% |
$53.2M - $65.6M
|
797K
$64.5M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
125KNew |
$8.58M - $10.6M
|
125K
$10.1M
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
115K+ 939.92% |
$7.92M - $9.78M
|
128K
$10.3M
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
103KNew |
$7.06M - $8.71M
|
103K
$8.32M
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
100KNew |
$6.9M - $8.52M
|
100K
$8.13M
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
98.2K+ 285.95% |
$6.75M - $8.32M
|
132K
$10.7M
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
95.9KNew |
$6.59M - $8.13M
|
95.9K
$7.76M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
74.7KNew |
$5.13M - $6.33M
|
74.7K
$6.04M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
69.9K+ 239.37% |
$4.81M - $5.93M
|
99.2K
$8.03M
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
68.1KNew |
$4.68M - $5.78M
|
68.1K
$5.52M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.5K+ 7.23% |
$3.95M - $4.88M
|
853K
$69M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.3K+ 2.28% |
$3.87M - $4.78M
|
2.52M
$204M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45K+ 5.33% |
$3.09M - $3.81M
|
889K
$72M
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
31K+ 102.88% |
$2.13M - $2.63M
|
61.2K
$4.95M
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
29.9KNew |
$2.06M - $2.54M
|
29.9K
$2.42M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
24.5KNew |
$1.69M - $2.08M
|
24.5K
$1.99M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22.7K+ 1622.07% |
$1.56M - $1.93M
|
24.1K
$1.95M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21K+ 226.22% |
$1.44M - $1.78M
|
30.3K
$2.45M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.7K+ 30.07% |
$1.35M - $1.67M
|
85.2K
$6.89M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
17.8K+ 69.91% |
$1.22M - $1.51M
|
43.2K
$3.5M
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
17.2KNew |
$1.19M - $1.46M
|
17.2K
$1.4M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.1K+ 1.5% |
$1.17M - $1.45M
|
1.15M
$93.3M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.1K+ 1.5% |
$1.17M - $1.45M
|
1.15M
$93.3M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15K+ 287.17% |
$1.03M - $1.27M
|
20.2K
$1.64M
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
14.6K+ 76.67% |
$1M - $1.24M
|
33.6K
$2.72M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.3K+ 8.44% |
$983K - $1.21M
|
184K
$14.9M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.9K+ 95.98% |
$954K - $1.18M
|
28.3K
$2.29M
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
13.6KNew |
$936K - $1.15M
|
13.6K
$1.1M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
11KNew |
$754K - $931K
|
11K
$888K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.2K+ 80.87% |
$699K - $863K
|
22.8K
$1.84M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10K+ 15.33% |
$687K - $848K
|
75.2K
$6.09M
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.92KNew |
$682K - $841K
|
9.92K
$803K
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
8.92K+ 17.03% |
$613K - $756K
|
61.3K
$4.96M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.82K+ 663.16% |
$606K - $748K
|
10.2K
$822K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.12K+ 12.74% |
$421K - $519K
|
54.2K
$4.38M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6.03KNew |
$415K - $512K
|
6.03K
$488K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.68K+ 0.77% |
$390K - $482K
|
745K
$60.3M
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.99KNew |
$343K - $423K
|
4.99K
$404K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.96K+ 17.85% |
$341K - $421K
|
32.8K
$2.65M
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
4.69K+ 76.12% |
$322K - $398K
|
10.9K
$878K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.2KNew |
$289K - $356K
|
4.2K
$340K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.1K+ 1.27% |
$282K - $348K
|
326K
$26.4M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.99K+ 7.82% |
$274K - $338K
|
55K
$4.45M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.73KNew |
$256K - $316K
|
3.73K
$302K
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.46KNew |
$237K - $293K
|
3.46K
$280K
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.34K+ 46.65% |
$229K - $283K
|
10.5K
$849K
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.32K+ 26.86% |
$228K - $281K
|
15.7K
$1.27M
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.26KNew |
$224K - $277K
|
3.26K
$264K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.17K+ 6.2% |
$218K - $269K
|
54.3K
$4.4M
|