Purchases and Sales Made in Q4 2021 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.6KClosed |
$201K - $235K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.87K- 7.38% |
$216K - $253K
|
48.5K
$4.16M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.87K- 9.17% |
$216K - $254K
|
38.3K
$3.28M
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-3.92K- 28.59% |
$218K - $256K
|
9.78K
$837K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.02KClosed |
$224K - $263K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.18KClosed |
$233K - $273K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-4.36K- 50.3% |
$243K - $285K
|
4.31K
$369K
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.45K- 8.57% |
$248K - $291K
|
47.5K
$4.06M
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.96K- 25.6% |
$277K - $325K
|
14.4K
$1.24M
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-4.96K- 25.6% |
$277K - $325K
|
14.4K
$1.24M
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5K- 16.97% |
$279K - $327K
|
24.5K
$2.09M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.28K- 11.34% |
$294K - $346K
|
41.3K
$3.53M
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.42K- 8.55% |
$302K - $355K
|
58K
$4.96M
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.55K- 18.39% |
$309K - $363K
|
24.6K
$2.11M
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.78K- 42.49% |
$322K - $378K
|
7.82K
$670K
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-5.81KClosed |
$324K - $381K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.84K- 17.6% |
$326K - $382K
|
27.3K
$2.34M
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.91KClosed |
$330K - $387K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-5.97KClosed |
$333K - $391K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-6.13K- 24.4% |
$342K - $401K
|
19K
$1.62M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-6.18K- 18.13% |
$344K - $404K
|
27.9K
$2.39M
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-6.39K- 13.01% |
$356K - $418K
|
42.7K
$3.66M
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.6K- 3.17% |
$368K - $432K
|
201K
$17.2M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.72K- 14.43% |
$375K - $440K
|
39.8K
$3.41M
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-6.82K- 18.45% |
$381K - $447K
|
30.2K
$2.58M
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.83K- 15.39% |
$381K - $447K
|
37.5K
$3.21M
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-6.98K- 6.83% |
$390K - $457K
|
95.2K
$8.15M
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-7.2KClosed |
$401K - $471K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-7.37K- 1.3% |
$411K - $482K
|
557K
$47.7M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.45KClosed |
$416K - $488K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.8K- 14.8% |
$435K - $511K
|
44.9K
$3.84M
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.98K- 28.24% |
$445K - $522K
|
20.3K
$1.74M
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-8.09K- 10.76% |
$451K - $530K
|
67.1K
$5.75M
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8.25K- 32.27% |
$460K - $540K
|
17.3K
$1.48M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.48K- 11.74% |
$473K - $556K
|
63.8K
$5.46M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.62K- 16.94% |
$481K - $565K
|
42.3K
$3.62M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-9.26K- 91.08% |
$516K - $606K
|
907
$77.6K
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-10KClosed |
$560K - $658K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.4K- 24.81% |
$637K - $748K
|
34.6K
$2.96M
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.5K- 18.71% |
$643K - $755K
|
50.1K
$4.29M
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-12.3K- 64.37% |
$687K - $806K
|
6.82K
$584K
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-13.2K- 9.37% |
$734K - $861K
|
127K
$10.9M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.3K- 10.01% |
$742K - $871K
|
120K
$10.2M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-13.9K- 17.1% |
$776K - $911K
|
67.5K
$5.78M
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.8K- 32.86% |
$824K - $967K
|
30.2K
$2.58M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.9K- 12.78% |
$829K - $973K
|
101K
$8.68M
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15.1K- 29.14% |
$841K - $987K
|
36.7K
$3.14M
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-15.9K- 38.11% |
$888K - $1.04M
|
25.9K
$2.21M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-16.3KClosed |
$908K - $1.07M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.2K- 14.86% |
$1.02M - $1.19M
|
105K
$8.95M
|