A detailed history of Concord Wealth Partners transactions in Ishares Global Information Tec stock. As of the latest transaction made, Concord Wealth Partners holds 53 shares of IXN stock, worth $4,244. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53
Previous 88 39.77%
Holding current value
$4,244
Previous $6,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$68.72 - $84.8 $2,405 - $2,968
-35 Reduced 39.77%
53 $4,000
Q1 2024

Apr 30, 2024

SELL
$65.15 - $75.6 $17,655 - $20,487
-271 Reduced 75.49%
88 $6,000
Q4 2023

Apr 30, 2024

SELL
$56.54 - $68.43 $5,540 - $6,706
-98 Reduced 21.44%
359 $24,000
Q4 2023

Feb 05, 2024

SELL
$56.54 - $68.43 $5,540 - $6,706
-98 Reduced 21.44%
359 $24,000
Q3 2023

Apr 30, 2024

BUY
$57.09 - $64.44 $5,594 - $6,315
98 Added 27.3%
457 $26,000
Q2 2023

Aug 07, 2023

BUY
$51.78 - $62.58 $13,152 - $15,895
254 Added 125.12%
457 $28,000
Q1 2023

Apr 26, 2023

SELL
$43.97 - $54.36 $12,663 - $15,655
-288 Reduced 58.66%
203 $11,000
Q4 2022

Jan 27, 2023

BUY
$41.56 - $49.22 $20,405 - $24,167
491 New
491 $22,000
Q2 2022

Aug 04, 2022

BUY
$44.6 - $58.78 $2,363 - $3,115
53 Added 3.98%
1,386 $63,000
Q1 2022

Apr 20, 2022

SELL
$51.69 - $65.08 $16,799 - $21,151
-325 Reduced 19.6%
1,333 $77,000
Q4 2021

Jan 21, 2022

BUY
$55.78 - $65.48 $92,483 - $108,565
1,658 New
1,658 $107,000

Others Institutions Holding IXN

About ISHARES GLOBAL INFORMATION TEC


  • Ticker IXN
  • Sector ETFs
  • Industry ETFs
More about IXN
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.