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 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.08% |
$618 - $763
|
10.6K
$909K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6+ 0.2% |
$412 - $509
|
3.03K
$259K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
6+ 0.2% |
$412 - $509
|
3.01K
$257K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4+ 0.05% |
$275 - $339
|
8.89K
$761K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.16% |
$206 - $254
|
1.86K
$159K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.1% |
$137 - $170
|
1.95K
$167K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.08% |
$137 - $170
|
2.58K
$221K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$137 - $170
|
5.3K
$454K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2+ 0.05% |
$137 - $170
|
3.85K
$330K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$137 - $170
|
6.51K
$557K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2+ 0.04% |
$137 - $170
|
5.26K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 0.04% |
$68.7 - $84.8
|
2.28K
$195K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.31% |
$68.7 - $84.8
|
321
$27.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.39% |
$68.7 - $84.8
|
258
$22.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$68.7 - $84.8
|
3.51K
$301K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 2.19% |
$687 - $848
|
446
$38.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-11- 0.35% |
$756 - $933
|
3.12K
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15- 0.15% |
$1.03K - $1.27K
|
10.1K
$865K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16- 0.12% |
$1.1K - $1.36K
|
13.8K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 0.28% |
$1.24K - $1.53K
|
6.4K
$548K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-20- 0.08% |
$1.37K - $1.7K
|
25.9K
$2.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-24- 0.48% |
$1.65K - $2.04K
|
4.96K
$425K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-26- 2.87% |
$1.79K - $2.2K
|
880
$75.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-30- 0.82% |
$2.06K - $2.54K
|
3.65K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-31- 1.11% |
$2.13K - $2.63K
|
2.75K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-31- 0.27% |
$2.13K - $2.63K
|
11.6K
$997K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-32- 0.13% |
$2.2K - $2.71K
|
24.5K
$2.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-32Closed |
$2.2K - $2.71K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-33- 0.31% |
$2.27K - $2.8K
|
10.5K
$901K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-35- 39.77% |
$2.41K - $2.97K
|
53
$4.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46- 8.97% |
$3.16K - $3.9K
|
467
$40K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-50- 1.45% |
$3.44K - $4.24K
|
3.41K
$292K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-51- 0.2% |
$3.5K - $4.32K
|
25.9K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-51- 0.2% |
$3.5K - $4.32K
|
25.9K
$2.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-52- 11.66% |
$3.57K - $4.41K
|
394
$33.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-55- 0.15% |
$3.78K - $4.66K
|
36.2K
$3.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-66- 3.27% |
$4.54K - $5.6K
|
1.95K
$167K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-68- 40.48% |
$4.67K - $5.77K
|
100
$8.56K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-71- 1.31% |
$4.88K - $6.02K
|
5.33K
$456K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-72- 16.0% |
$4.95K - $6.11K
|
378
$32.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-87- 2.59% |
$5.98K - $7.38K
|
3.27K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-97- 2.42% |
$6.67K - $8.23K
|
3.92K
$335K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-98- 0.15% |
$6.73K - $8.31K
|
65.4K
$5.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-99- 2.32% |
$6.8K - $8.4K
|
4.17K
$357K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-100- 0.39% |
$6.87K - $8.48K
|
25.3K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.38% |
$6.87K - $8.48K
|
26.5K
$2.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-102- 2.7% |
$7.01K - $8.65K
|
3.67K
$314K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-110- 36.07% |
$7.56K - $9.33K
|
195
$16.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-111- 1.01% |
$7.63K - $9.41K
|
10.9K
$932K
|