Latest Institutional Transactions on Ishares Global Information Tec (IXN)
This table provides information on the latest institutional transactions involving Ishares Global Information Tec (IXN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-104- 0.08% |
$7.88K - $9.19K
|
128K
$9.87M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24- 0.4% |
$1.82K - $2.12K
|
5.95K
$458K
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-205- 0.75% |
$15.5K - $18.1K
|
27.2K
$2.09M
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-25- 0.21% |
$1.89K - $2.21K
|
12K
$925K
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
9.79K+ 12.43% |
$741K - $865K
|
88.5K
$6.81M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-552- 1.52% |
$41.8K - $48.8K
|
35.7K
$2.74M
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-30- 0.88% |
$2.27K - $2.65K
|
3.38K
$260K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.32K- 12.09% |
$327K - $382K
|
31.4K
$2.42M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
809+ 18.37% |
$61.3K - $71.5K
|
5.21K
$401K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.37K+ 141.67% |
$331K - $386K
|
7.46K
$573K
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-510- 0.52% |
$38.6K - $45.1K
|
98K
$7.53M
|
|
Apr 29, 2025
Q1 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-100- 3.16% |
$7.57K - $8.84K
|
3.07K
$236K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
306New |
$23.2K - $27.1K
|
306
$23.5K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 2.7% |
$227 - $265
|
108
$8.3K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.48K+ 8.55% |
$188K - $219K
|
31.5K
$2.42M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.8K+ 36.12% |
$4.91M - $5.73M
|
244K
$18.8M
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-930- 0.69% |
$70.4K - $82.2K
|
133K
$10.3M
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2.4K- 9.49% |
$182K - $212K
|
22.9K
$1.76M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
3.86KNew |
$292K - $341K
|
3.86K
$296K
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.4K+ 8.9% |
$182K - $212K
|
29.4K
$2.26M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-138- 2.6% |
$10.5K - $12.2K
|
5.16K
$397K
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
19+ 0.3% |
$1.44K - $1.68K
|
6.37K
$489K
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
4.11KNew |
$311K - $364K
|
4.11K
$316K
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.26K- 8.13% |
$95.6K - $112K
|
14.3K
$1.1M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-714- 9.99% |
$54.1K - $63.1K
|
6.43K
$495K
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
14.2KNew |
$1.08M - $1.26M
|
14.2K
$1.09M
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.71KNew |
$205K - $239K
|
2.71K
$208K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-441- 2.88% |
$33.4K - $39K
|
14.9K
$1.14M
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-23.1K- 87.31% |
$1.75M - $2.04M
|
3.35K
$258K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.01KNew |
$76.3K - $89.1K
|
1.01K
$77.5K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.23K- 11.99% |
$92.8K - $108K
|
8.99K
$691K
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
BUY
|
- |
282+ 5.57% |
$21.4K - $24.9K
|
5.35K
$411K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-326- 2.45% |
$24.7K - $28.8K
|
13K
$1M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
499+ 3.72% |
$37.8K - $44.1K
|
13.9K
$1.07M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
203+ 4.56% |
$15.4K - $17.9K
|
4.66K
$358K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
469New |
$35.5K - $41.5K
|
469
$36.1K
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
85.8KNew |
$6.5M - $7.59M
|
85.8K
$6.6M
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-261- 7.4% |
$19.8K - $23.1K
|
3.27K
$251K
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1.78K- 1.67% |
$135K - $158K
|
105K
$8.1M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.5K- 49.97% |
$114K - $133K
|
1.5K
$116K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.66K- 71.9% |
$126K - $147K
|
650
$50K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-371- 1.22% |
$28.1K - $32.8K
|
30K
$2.3M
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.36K- 17.0% |
$254K - $297K
|
16.4K
$1.26M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
13.9KNew |
$1.06M - $1.23M
|
13.9K
$1.07M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-124- 1.27% |
$9.39K - $11K
|
9.62K
$740K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.05K- 28.9% |
$382K - $446K
|
12.4K
$954K
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
1.12K+ 1.3% |
$84.8K - $99K
|
87K
$6.69M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
359+ 11.55% |
$27.2K - $31.7K
|
3.47K
$267K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.03K- 6.62% |
$154K - $179K
|
28.6K
$2.2M
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-16- 0.05% |
$1.21K - $1.41K
|
34.4K
$2.65M
|