True Link Financial Advisors, LLC Ishares Global Information Tec Transaction History

True Link Financial Advisors, LLC

$1.18 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$44.6 - $58.78 $187,141 - $246,640	-4,196 Reduced 11.84%	31,258 $1.43 Million
Q1 2022 May 16, 2022	BUY	$51.69 - $65.08 $74,485 - $93,780	1,441 Added 4.24%	35,454 $2.06 Million
Q4 2021 Feb 01, 2022	SELL	$55.78 - $65.48 $1.79 Million - $2.11 Million	-32,158 Reduced 48.6%	34,013 $2.19 Million
Q3 2021 Oct 29, 2021	BUY	$56.11 - $60.64 $2.92 Million - $3.16 Million	52,035 Added 368.1%	66,171 $3.75 Million
Q2 2021 Aug 19, 2021	SELL	$50.33 - $56.35 $529,622 - $592,971	-10,523 Reduced 42.67%	14,136 $4.77 Million
Q1 2021 May 17, 2021	BUY	$48.57 - $53.88 $85,823 - $95,205	1,767 Added 7.72%	24,659 $7.59 Million
Q4 2020 Feb 16, 2021	BUY	$41.76 - $50.01 $955,969 - $1.14 Million	22,892 New	22,892 $6.87 Million

Others Institutions Holding IXN

# of Institutions

476

Shares Held

32.7M

Call Options Held

5.7K

Put Options Held

600

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.93M
Shares

$409 Million
0.17% of portfolio
Jpmorgan Chase & CO New York, NY

2.78M
Shares

$231 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.33M
Shares

$193 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.86M
Shares

$154 Million
2.31% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$118 Million
2.4% of portfolio

About ISHARES GLOBAL INFORMATION TEC

Ticker IXN
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Link Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Link Financial Advisors, LLC with notifications on news.