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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-276- 0.21% |
$15.6K - $18.9K
|
129K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.97K+ 49.92% |
$168K - $203K
|
8.93K
$761K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
741+ 0.75% |
$41.9K - $50.7K
|
99.6K
$8.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
56.6KNew |
$3.2M - $3.88M
|
56.6K
$4.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-80- 12.7% |
$4.52K - $5.47K
|
550
$46.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-450- 4.07% |
$25.4K - $30.8K
|
10.6K
$905K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
3KNew |
$170K - $205K
|
3K
$256K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64New |
$3.62K - $4.38K
|
64
$5.46K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.43KNew |
$194K - $234K
|
3.43K
$292K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
242New |
$13.7K - $16.6K
|
242
$20.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
168New |
$9.5K - $11.5K
|
168
$14.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
270New |
$15.3K - $18.5K
|
270
$23K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.2% |
$170 - $205
|
1.51K
$129K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.11KNew |
$176K - $213K
|
3.11K
$265K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
31.1KNew |
$1.76M - $2.13M
|
31.1K
$2.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-8- 0.2% |
$452 - $547
|
3.97K
$339K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
700+ 350.0% |
$39.6K - $47.9K
|
900
$76.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 0.29% |
$565 - $684
|
3.47K
$296K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.47K- 14.18% |
$422K - $511K
|
45.2K
$3.86M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$56.5 - $68.4
|
243
$20.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
119New |
$6.73K - $8.14K
|
119
$10.2K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
237New |
$13.5K - $15.3K
|
237
$20.2K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
39.1KNew |
$2.23M - $2.52M
|
39.1K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.1K- 14.57% |
$62.8K - $70.9K
|
6.45K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-114- 0.8% |
$6.51K - $7.35K
|
14.1K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-286- 7.3% |
$16.3K - $18.4K
|
3.63K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.6KNew |
$491K - $554K
|
8.6K
$733K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
323+ 4.48% |
$18.4K - $20.8K
|
7.54K
$643K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.73K- 19.05% |
$556K - $627K
|
41.3K
$3.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
153New |
$8.73K - $9.86K
|
153
$13.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
27.4KNew |
$1.56M - $1.76M
|
27.4K
$2.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
575New |
$32.8K - $37.1K
|
575
$49K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 20.92% |
$2.85K - $3.22K
|
189
$16.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.28K- 15.76% |
$72.9K - $82.3K
|
6.83K
$582K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.33KNew |
$75.7K - $85.4K
|
1.33K
$113K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 3.51% |
$685 - $773
|
330
$28.1K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-75- 50.0% |
$4.28K - $4.83K
|
75
$6.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
366New |
$20.9K - $23.6K
|
366
$31.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
311New |
$17.8K - $20K
|
311
$26.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
266New |
$15.2K - $17.1K
|
266
$22.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
28.8KNew |
$1.49M - $1.8M
|
28.8K
$2.46M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
28.8KNew |
$1.49M - $1.8M
|
28.8K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
67+ 446.67% |
$3.47K - $4.19K
|
82
$6.99K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
35New |
$1.81K - $2.19K
|
35
$2.99K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3+ 0.09% |
$155 - $188
|
3.27K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.4K- 58.33% |
$435K - $526K
|
6K
$512K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
395New |
$20.5K - $24.7K
|
395
$33.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
39+ 0.26% |
$2.02K - $2.44K
|
14.9K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
321New |
$16.6K - $20.1K
|
321
$27.4K
|
|