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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.7K+ 326.72% |
$218K - $237K
|
3.53K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
2.69KNew |
$217K - $237K
|
2.69K
$191K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.68KNew |
$216K - $235K
|
2.68K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.53K+ 10.12% |
$204K - $223K
|
27.6K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.41K+ 73.73% |
$194K - $211K
|
5.67K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.4KNew |
$194K - $211K
|
2.4K
$170K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.37KNew |
$191K - $208K
|
2.37K
$168K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.28KNew |
$184K - $201K
|
2.28K
$162K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.18KNew |
$176K - $191K
|
2.18K
$154K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.08K+ 6.9% |
$168K - $183K
|
32.2K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.87K+ 0.97% |
$151K - $165K
|
196K
$13.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.87KNew |
$151K - $165K
|
1.87K
$133K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.86KNew |
$150K - $164K
|
1.86K
$132K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.79K+ 34.32% |
$144K - $157K
|
7.01K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.61K+ 3.66% |
$130K - $141K
|
45.5K
$3.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.56K+ 4.55% |
$126K - $137K
|
35.8K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.53K+ 17.0% |
$124K - $135K
|
10.6K
$749K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.42K+ 3.11% |
$115K - $125K
|
47.2K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.38K+ 30.01% |
$111K - $121K
|
5.98K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.37K+ 15.71% |
$111K - $121K
|
10.1K
$717K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.36KNew |
$110K - $120K
|
1.36K
$96.6K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.35K+ 37.53% |
$109K - $118K
|
4.93K
$350K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.31KNew |
$106K - $115K
|
1.31K
$92.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.28K+ 128200.0% |
$103K - $113K
|
1.28K
$91K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.25K+ 50.14% |
$101K - $110K
|
3.74K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 39.72% |
$101K - $110K
|
4.39K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.24KNew |
$100K - $109K
|
1.24K
$88.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19K+ 2.48% |
$96.3K - $105K
|
49.3K
$3.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.16K+ 1.21% |
$93.7K - $102K
|
97.3K
$6.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.15K+ 27.69% |
$93.1K - $101K
|
5.32K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.11K+ 8.62% |
$89.5K - $97.5K
|
14K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.05K+ 1.73% |
$84.4K - $91.9K
|
61.6K
$4.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.02K+ 0.57% |
$82.5K - $89.9K
|
179K
$12.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
990+ 5.07% |
$79.9K - $87K
|
20.5K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
955+ 11.82% |
$77K - $83.9K
|
9.04K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
928+ 3.53% |
$74.9K - $81.5K
|
27.3K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
898+ 31.7% |
$72.4K - $78.9K
|
3.73K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
806+ 3.31% |
$65K - $70.8K
|
25.1K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
780+ 21.55% |
$62.9K - $68.5K
|
4.4K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
711+ 0.96% |
$57.4K - $62.5K
|
74.9K
$5.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
710New |
$57.3K - $62.4K
|
710
$50.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
636+ 1.9% |
$51.3K - $55.9K
|
34K
$2.41M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
627+ 16.66% |
$50.6K - $55.1K
|
4.39K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
627+ 16.66% |
$50.6K - $55.1K
|
4.39K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$48.4K - $52.7K
|
600
$42.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
597+ 13.19% |
$48.2K - $52.4K
|
5.12K
$363K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
593New |
$47.8K - $52.1K
|
593
$42.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
572+ 14.73% |
$46.1K - $50.2K
|
4.46K
$316K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
534New |
$43.1K - $46.9K
|
534
$37.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
517+ 311.45% |
$41.7K - $45.4K
|
683
$48.4K
|