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 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
242New |
$13.7K - $16.6K
|
242
$22.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
3.43KNew |
$194K - $234K
|
3.43K
$313K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
168New |
$9.5K - $11.5K
|
168
$15.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
270New |
$15.3K - $18.5K
|
270
$24.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.2% |
$170 - $205
|
1.51K
$138K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
700+ 350.0% |
$39.6K - $47.9K
|
900
$82.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.47K- 14.18% |
$422K - $511K
|
45.2K
$4.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$56.5 - $68.4
|
243
$22.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
119New |
$6.73K - $8.14K
|
119
$10.9K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
237New |
$13.5K - $15.3K
|
237
$21.6K
|
|
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
BUY
|
- |
39.1KNew |
$2.23M - $2.52M
|
39.1K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.1K- 14.57% |
$62.8K - $70.9K
|
6.45K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-114- 0.8% |
$6.51K - $7.35K
|
14.1K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.73K- 19.05% |
$556K - $627K
|
41.3K
$3.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
153New |
$8.73K - $9.86K
|
153
$14K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.28K- 15.76% |
$72.9K - $82.3K
|
6.83K
$623K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 20.92% |
$2.85K - $3.22K
|
189
$17.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
575New |
$32.8K - $37.1K
|
575
$52.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
27.4KNew |
$1.56M - $1.76M
|
27.4K
$2.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.33KNew |
$75.7K - $85.4K
|
1.33K
$121K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 3.51% |
$685 - $773
|
330
$30.1K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-75- 50.0% |
$4.28K - $4.83K
|
75
$6.85K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
311New |
$17.8K - $20K
|
311
$28.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
366New |
$20.9K - $23.6K
|
366
$33.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
266New |
$15.2K - $17.1K
|
266
$24.3K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
28.8KNew |
$1.49M - $1.8M
|
28.8K
$2.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
28.8KNew |
$1.49M - $1.8M
|
28.8K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
67+ 446.67% |
$3.47K - $4.19K
|
82
$7.48K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3+ 0.09% |
$155 - $188
|
3.27K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
35New |
$1.81K - $2.19K
|
35
$3.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.4K- 58.33% |
$435K - $526K
|
6K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
321New |
$16.6K - $20.1K
|
321
$29.3K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
395New |
$20.5K - $24.7K
|
395
$36.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
39+ 0.26% |
$2.02K - $2.44K
|
14.9K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.37KNew |
$70.8K - $85.6K
|
1.37K
$125K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-365- 7.72% |
$18.9K - $22.8K
|
4.36K
$398K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
338K+ 210.27% |
$17.5M - $21.1M
|
498K
$45.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-105- 0.79% |
$5.44K - $6.57K
|
13.2K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
23+ 0.09% |
$1.19K - $1.44K
|
24.9K
$2.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.26K+ 66.16% |
$65.1K - $78.7K
|
3.16K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.52% |
$51.8 - $62.6
|
192
$17.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$10.4K - $12.5K
|
200
$18.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.6KNew |
$186K - $225K
|
3.6K
$329K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-130- 3.19% |
$6.73K - $8.14K
|
3.94K
$360K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
150+ 3.78% |
$7.77K - $9.39K
|
4.12K
$376K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4- 0.07% |
$207 - $250
|
5.34K
$487K
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
17.6KNew |
$912K - $1.1M
|
17.6K
$1.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-101- 39.15% |
$5.23K - $6.32K
|
157
$14.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
106New |
$5.49K - $6.63K
|
106
$9.68K
|
|