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 |
---|---|---|---|---|---|---|---|
Nov 10, 2020
Q3 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10New |
$394 - $471
|
10
$853
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-580Closed |
$22.8K - $27.3K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
J.Safra Asset Management Corp
|
SELL
|
- |
-7.32KClosed |
$288K - $345K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-50Closed |
$1.97K - $2.35K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
16.6KNew |
$655K - $783K
|
16.6K
$1.42M
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-13.7KClosed |
$539K - $644K
|
0
$0
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-20Closed |
$788 - $941
|
0
$0
|
|
Q2 2020 | |||||||
Aug 24, 2020
Q2 2020
|
Asset Dedication, LLC
|
SELL
|
- |
-6Closed |
$173 - $236
|
0
$0
|
|
Aug 19, 2020
Q2 2020
|
Adirondack Trust CO
|
SELL
|
- |
-50Closed |
$1.44K - $1.96K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$432 - $589
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-107KClosed |
$3.07M - $4.19M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-28Closed |
$806 - $1.1K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-128Closed |
$3.69K - $5.03K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.5KClosed |
$72K - $98.2K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Sawyer & Company, Inc
|
SELL
|
- |
-250Closed |
$7.2K - $9.82K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-143Closed |
$4.12K - $5.61K
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.44K- 93.88% |
$65.2K - $94.3K
|
159
$13.6K
|
|
Nov 18, 2022
Q1 2020
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.08KClosed |
$29K - $41.9K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-200Closed |
$5.34K - $7.73K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.11KClosed |
$29.5K - $42.7K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-1.69KClosed |
$45.2K - $65.5K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-113Closed |
$3.02K - $4.37K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Wrapmanager Inc
|
SELL
|
- |
-1.17KClosed |
$31.3K - $45.3K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-958Closed |
$25.6K - $37K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-37.3KClosed |
$996K - $1.44M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-183Closed |
$4.89K - $7.07K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-181Closed |
$4.83K - $7K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.2KClosed |
$32.1K - $46.4K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
First Bank & Trust
|
SELL
|
- |
-24Closed |
$641 - $928
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.68KClosed |
$152K - $219K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 11, 2020
Q4 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-150Closed |
$4.49K - $5.28K
|
0
$0
|
|
Jan 31, 2020
Q4 2019
|
Crossvault Capital Management LLC
|
SELL
|
- |
-1.1KClosed |
$32.9K - $38.7K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-8Closed |
$239 - $282
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.7KClosed |
$50.9K - $59.8K
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Barnett & Company, Inc.
|
SELL
|
- |
-119Closed |
$3.56K - $4.19K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-905Closed |
$27.1K - $31.9K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
98New |
$2.82K - $3.08K
|
98
$8.36K
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-51Closed |
$1.47K - $1.6K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-115Closed |
$3.31K - $3.61K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.24KClosed |
$35.7K - $38.9K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-7Closed |
$201 - $220
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-25Closed |
$720 - $786
|
0
$0
|
|
Q2 2019 | |||||||
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-71Closed |
$1.93K - $2.15K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-2.3KClosed |
$62.7K - $69.6K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-350Closed |
$9.54K - $10.6K
|
0
$0
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
7.31KNew |
$167K - $211K
|
7.31K
$624K
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-19.3KClosed |
$442K - $559K
|
0
$0
|
|
Apr 26, 2019
Q1 2019
|
Spc Financial, Inc.
|
SELL
|
- |
-3.45KClosed |
$78.8K - $99.6K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Hall Laurie J Trustee
|
SELL
|
- |
-666Closed |
$15K - $19.6K
|
0
$0
|