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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
190New |
$10.7K - $13K
|
190
$14.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-145- 8.38% |
$8.2K - $9.92K
|
1.59K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3.15KNew |
$178K - $216K
|
3.15K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3KNew |
$170K - $205K
|
3K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.14KNew |
$178K - $215K
|
3.14K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
174New |
$9.84K - $11.9K
|
174
$13.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.91KNew |
$221K - $267K
|
3.91K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
47KNew |
$2.66M - $3.22M
|
47K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.19KNew |
$293K - $355K
|
5.19K
$399K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3.08KNew |
$174K - $210K
|
3.08K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
100New |
$5.65K - $6.84K
|
100
$7.69K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-18- 5.94% |
$1.02K - $1.23K
|
285
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.81K- 88.03% |
$441K - $534K
|
1.06K
$81.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
3KNew |
$170K - $205K
|
3K
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.01KNew |
$170K - $206K
|
3.01K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
56.6KNew |
$3.2M - $3.88M
|
56.6K
$4.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.97K+ 49.92% |
$168K - $203K
|
8.93K
$686K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
741+ 0.75% |
$41.9K - $50.7K
|
99.6K
$7.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
3KNew |
$170K - $205K
|
3K
$231K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64New |
$3.62K - $4.38K
|
64
$4.92K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.43KNew |
$194K - $234K
|
3.43K
$263K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
242New |
$13.7K - $16.6K
|
242
$18.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
168New |
$9.5K - $11.5K
|
168
$12.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
270New |
$15.3K - $18.5K
|
270
$20.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.2% |
$170 - $205
|
1.51K
$116K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
700+ 350.0% |
$39.6K - $47.9K
|
900
$69.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.47K- 14.18% |
$422K - $511K
|
45.2K
$3.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$56.5 - $68.4
|
243
$18.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
119New |
$6.73K - $8.14K
|
119
$9.15K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
237New |
$13.5K - $15.3K
|
237
$18.2K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
39.1KNew |
$2.23M - $2.52M
|
39.1K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.6KNew |
$491K - $554K
|
8.6K
$661K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.1K- 14.57% |
$62.8K - $70.9K
|
6.45K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-114- 0.8% |
$6.51K - $7.35K
|
14.1K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-286- 7.3% |
$16.3K - $18.4K
|
3.63K
$279K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.73K- 19.05% |
$556K - $627K
|
41.3K
$3.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
153New |
$8.73K - $9.86K
|
153
$11.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
575New |
$32.8K - $37.1K
|
575
$44.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
27.4KNew |
$1.56M - $1.76M
|
27.4K
$2.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 20.92% |
$2.85K - $3.22K
|
189
$14.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.28K- 15.76% |
$72.9K - $82.3K
|
6.83K
$525K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.33KNew |
$75.7K - $85.4K
|
1.33K
$102K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 3.51% |
$685 - $773
|
330
$25.4K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-75- 50.0% |
$4.28K - $4.83K
|
75
$5.77K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
366New |
$20.9K - $23.6K
|
366
$28.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
311New |
$17.8K - $20K
|
311
$23.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
266New |
$15.2K - $17.1K
|
266
$20.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
28.8KNew |
$1.49M - $1.8M
|
28.8K
$2.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
28.8KNew |
$1.49M - $1.8M
|
28.8K
$2.21M
|
|