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 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
289+ 1.36% |
$23.3K - $25.4K
|
21.5K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
279+ 6.45% |
$22.5K - $24.5K
|
4.61K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
276+ 1.11% |
$22.3K - $24.2K
|
25.2K
$2.13M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
260+ 10.4% |
$21K - $22.8K
|
2.76K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
200+ 0.23% |
$16.1K - $17.6K
|
85.9K
$7.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
187+ 7.39% |
$15.1K - $16.4K
|
2.72K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
166+ 7.31% |
$13.4K - $14.6K
|
2.44K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
163+ 0.32% |
$13.1K - $14.3K
|
50.7K
$4.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
152+ 5.09% |
$12.3K - $13.4K
|
3.14K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
147+ 2.89% |
$11.9K - $12.9K
|
5.24K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
132New |
$10.6K - $11.6K
|
132
$11.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
132+ 1.21% |
$10.6K - $11.6K
|
11.1K
$937K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
130+ 3.25% |
$10.5K - $11.4K
|
4.13K
$349K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
111+ 0.31% |
$8.95K - $9.75K
|
36.2K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
109+ 0.41% |
$8.79K - $9.57K
|
26.4K
$2.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
85New |
$6.86K - $7.47K
|
85
$7.19K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
77New |
$6.21K - $6.76K
|
77
$6.51K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
76+ 1.46% |
$6.13K - $6.68K
|
5.3K
$448K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
68+ 5.45% |
$5.49K - $5.97K
|
1.32K
$111K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
48+ 0.11% |
$3.87K - $4.22K
|
44.6K
$3.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
31+ 0.19% |
$2.5K - $2.72K
|
16K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.09% |
$1.21K - $1.32K
|
16.1K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12New |
$968 - $1.05K
|
12
$1.01K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8+ 0.26% |
$645 - $703
|
3.09K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6+ 0.02% |
$484 - $527
|
31.1K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6New |
$484 - $527
|
6
$507
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.27% |
$403 - $439
|
1.86K
$158K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$403 - $439
|
8.89K
$752K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
3+ 0.01% |
$242 - $264
|
21.4K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3New |
$242 - $264
|
3
$254
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.1% |
$161 - $176
|
1.95K
$165K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$80.7 - $87.8
|
1.58K
$133K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$80.7 - $87.8
|
13.2K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.23% |
$80.7 - $87.8
|
445
$37.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8- 0.07% |
$645 - $703
|
10.8K
$912K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-14- 1.59% |
$1.13K - $1.23K
|
866
$73.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 0.93% |
$1.21K - $1.32K
|
1.59K
$135K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-16- 0.11% |
$1.29K - $1.41K
|
14.5K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-19- 3.45% |
$1.53K - $1.67K
|
531
$44.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-19- 0.73% |
$1.53K - $1.67K
|
2.59K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-23- 0.66% |
$1.86K - $2.02K
|
3.45K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 5.0% |
$2.02K - $2.2K
|
475
$40.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-29- 0.32% |
$2.34K - $2.55K
|
8.99K
$760K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-36- 1.21% |
$2.9K - $3.16K
|
2.95K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.4% |
$3.23K - $3.51K
|
2.81K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-49- 0.25% |
$3.95K - $4.3K
|
19.7K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-53- 1.64% |
$4.28K - $4.66K
|
3.17K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-55- 0.1% |
$4.44K - $4.83K
|
52.6K
$4.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-60- 10.91% |
$4.84K - $5.27K
|
490
$41.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-67- 1.57% |
$5.4K - $5.89K
|
4.21K
$356K
|