Purchases and Sales Made in Q4 2024 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.5KNew |
$1.58M - $1.72M
|
19.5K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
7.96KNew |
$642K - $699K
|
7.96K
$665K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.03K+ 15.06% |
$567K - $617K
|
53.7K
$4.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.46K+ 156.44% |
$521K - $568K
|
10.6K
$886K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.84KNew |
$391K - $425K
|
4.84K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.45K+ 13.49% |
$278K - $303K
|
29K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.17K+ 11.66% |
$255K - $278K
|
30.3K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.68KNew |
$216K - $235K
|
2.68K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.4KNew |
$194K - $211K
|
2.4K
$201K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.37KNew |
$191K - $208K
|
2.37K
$198K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.28KNew |
$184K - $201K
|
2.28K
$191K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.87K+ 0.97% |
$151K - $165K
|
196K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.56K+ 4.55% |
$126K - $137K
|
35.8K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.42K+ 3.11% |
$115K - $125K
|
47.2K
$3.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 39.72% |
$101K - $110K
|
4.39K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.24KNew |
$100K - $109K
|
1.24K
$104K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
928+ 3.53% |
$74.9K - $81.5K
|
27.3K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
898+ 31.7% |
$72.4K - $78.9K
|
3.73K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
627+ 16.66% |
$50.6K - $55.1K
|
4.39K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$48.4K - $52.7K
|
600
$50.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
572+ 14.73% |
$46.1K - $50.2K
|
4.46K
$373K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
439+ 1.08% |
$35.4K - $38.6K
|
41K
$3.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
415+ 4.23% |
$33.5K - $36.5K
|
10.2K
$854K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
394New |
$31.8K - $34.6K
|
394
$33K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
370+ 0.35% |
$29.8K - $32.5K
|
107K
$8.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
353+ 8.17% |
$28.5K - $31K
|
4.68K
$391K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
352+ 15.69% |
$28.4K - $30.9K
|
2.6K
$217K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
330+ 0.53% |
$26.6K - $29K
|
62.8K
$5.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
289+ 1.36% |
$23.3K - $25.4K
|
21.5K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
279+ 6.45% |
$22.5K - $24.5K
|
4.61K
$385K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
276+ 1.11% |
$22.3K - $24.2K
|
25.2K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
200+ 0.23% |
$16.1K - $17.6K
|
85.9K
$7.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
166+ 7.31% |
$13.4K - $14.6K
|
2.44K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
163+ 0.32% |
$13.1K - $14.3K
|
50.7K
$4.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
152+ 5.09% |
$12.3K - $13.4K
|
3.14K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
132New |
$10.6K - $11.6K
|
132
$11K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
130+ 3.25% |
$10.5K - $11.4K
|
4.13K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
111+ 0.31% |
$8.95K - $9.75K
|
36.2K
$3.02M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
109+ 0.41% |
$8.79K - $9.57K
|
26.4K
$2.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
85New |
$6.86K - $7.47K
|
85
$7.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
77New |
$6.21K - $6.76K
|
77
$6.44K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.09% |
$1.21K - $1.32K
|
16.1K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12New |
$968 - $1.05K
|
12
$1K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6+ 0.02% |
$484 - $527
|
31.1K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6New |
$484 - $527
|
6
$502
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$403 - $439
|
8.89K
$744K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3New |
$242 - $264
|
3
$251
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
3+ 0.01% |
$242 - $264
|
21.4K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.1% |
$161 - $176
|
1.95K
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$80.7 - $87.8
|
1.58K
$132K
|