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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-105- 0.79% |
$5.44K - $6.57K
|
13.2K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
338K+ 210.27% |
$17.5M - $21.1M
|
498K
$42.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.37KNew |
$70.8K - $85.6K
|
1.37K
$117K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-365- 7.72% |
$18.9K - $22.8K
|
4.36K
$372K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
23+ 0.09% |
$1.19K - $1.44K
|
24.9K
$2.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.26K+ 66.16% |
$65.1K - $78.7K
|
3.16K
$269K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.52% |
$51.8 - $62.6
|
192
$16.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$10.4K - $12.5K
|
200
$17.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
750New |
$38.8K - $46.9K
|
750
$64K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.6KNew |
$186K - $225K
|
3.6K
$307K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-130- 3.19% |
$6.73K - $8.14K
|
3.94K
$336K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
150+ 3.78% |
$7.77K - $9.39K
|
4.12K
$352K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4- 0.07% |
$207 - $250
|
5.34K
$455K
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
17.6KNew |
$912K - $1.1M
|
17.6K
$1.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-101- 39.15% |
$5.23K - $6.32K
|
157
$13.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
106New |
$5.49K - $6.63K
|
106
$9.04K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.41% |
$51.8 - $62.6
|
244
$20.8K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
17.9KNew |
$928K - $1.12M
|
17.9K
$1.53M
|
|
| Q1 2023 | |||||||
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.95KNew |
$174K - $215K
|
3.95K
$337K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.27KNew |
$55.9K - $69.1K
|
1.27K
$109K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-15- 60.0% |
$660 - $815
|
10
$853
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.72KNew |
$164K - $202K
|
3.72K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-5.76K- 8.18% |
$253K - $313K
|
64.7K
$5.51M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
32New |
$1.41K - $1.74K
|
32
$2.73K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
36New |
$1.58K - $1.96K
|
36
$3.07K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
4.17KNew |
$183K - $227K
|
4.17K
$356K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71New |
$3.12K - $3.86K
|
71
$6.06K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
216New |
$9.5K - $11.7K
|
216
$18.4K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
116New |
$5.1K - $6.31K
|
116
$9.89K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
4+ 0.07% |
$176 - $217
|
6.09K
$520K
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
4.03KNew |
$177K - $219K
|
4.03K
$343K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
25+ 113.64% |
$1.1K - $1.36K
|
47
$4.01K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
47New |
$2.07K - $2.55K
|
47
$4.01K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
34+ 80.95% |
$1.49K - $1.85K
|
76
$6.48K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.41KNew |
$194K - $240K
|
4.41K
$377K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81New |
$3.56K - $4.4K
|
81
$6.91K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
228New |
$10K - $12.4K
|
228
$19.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.43KNew |
$62.9K - $77.7K
|
1.43K
$122K
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
62.4KNew |
$2.74M - $3.39M
|
62.4K
$5.32M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.3KClosed |
$345K - $408K
|
0
$0
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3Closed |
$125 - $148
|
0
$0
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-7.01KClosed |
$291K - $345K
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
322New |
$13.4K - $15.8K
|
322
$27.5K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1New |
$41.6 - $49.2
|
1
$85.3
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.15KNew |
$47.6K - $56.4K
|
1.15K
$97.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.77K- 13.53% |
$73.5K - $87.1K
|
11.3K
$964K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.3KNew |
$137K - $162K
|
3.3K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-850- 73.15% |
$35.3K - $41.8K
|
312
$26.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
513+ 4.96% |
$21.3K - $25.2K
|
10.9K
$926K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.7KNew |
$195K - $232K
|
4.7K
$401K
|
|