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 |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.64K- 34.78% |
$192K - $231K
|
4.94K
$422K
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-391- 0.39% |
$28.5K - $34.3K
|
99.5K
$8.49M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-443- 2.59% |
$32.3K - $38.9K
|
16.7K
$1.42M
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
104+ 2.47% |
$7.59K - $9.13K
|
4.32K
$369K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.56K- 14.74% |
$114K - $137K
|
9.02K
$769K
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
6.49K+ 5.09% |
$474K - $570K
|
134K
$11.4M
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
90+ 0.34% |
$6.57K - $7.9K
|
26.3K
$2.24M
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.11K+ 5.49% |
$154K - $185K
|
40.6K
$3.46M
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
145New |
$10.6K - $12.7K
|
145
$12.4K
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
264+ 10.75% |
$19.3K - $23.2K
|
2.72K
$232K
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
392+ 0.78% |
$28.6K - $34.4K
|
50.6K
$4.31M
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
4.14K+ 7.27% |
$302K - $363K
|
61K
$5.21M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8+ 0.06% |
$584 - $702
|
13.6K
$1.16M
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-10.9K- 19.23% |
$795K - $956K
|
45.7K
$3.9M
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-221- 6.02% |
$16.1K - $19.4K
|
3.45K
$294K
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.4K+ 1.79% |
$102K - $123K
|
79.6K
$6.79M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-249- 0.05% |
$18.2K - $21.9K
|
458K
$39M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-59- 1.46% |
$4.31K - $5.18K
|
3.99K
$341K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.03K+ 6.26% |
$74.8K - $90K
|
17.4K
$1.48M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.6K- 8.99% |
$190K - $228K
|
26.3K
$2.25M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-543- 19.49% |
$39.6K - $47.7K
|
2.24K
$191K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
112+ 430.77% |
$8.18K - $9.83K
|
138
$11.8K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16- 1.06% |
$1.17K - $1.4K
|
1.49K
$127K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-36- 1.05% |
$2.63K - $3.16K
|
3.38K
$288K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.28K- 4.06% |
$93.1K - $112K
|
30.2K
$2.57M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-80- 8.58% |
$5.84K - $7.02K
|
852
$72.7K
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
735New |
$53.7K - $64.5K
|
735
$62.7K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-218- 7.15% |
$15.9K - $19.1K
|
2.83K
$242K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-159- 42.18% |
$11.6K - $14K
|
218
$18.6K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-38- 0.28% |
$2.77K - $3.34K
|
13.7K
$1.16M
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
101+ 1.33% |
$7.37K - $8.87K
|
7.7K
$657K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
107+ 2.31% |
$7.81K - $9.4K
|
4.74K
$404K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
961+ 36.64% |
$70.2K - $84.4K
|
3.58K
$306K
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
24+ 0.16% |
$1.75K - $2.11K
|
14.6K
$1.25M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
30New |
$2.19K - $2.63K
|
30
$2.56K
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-27- 0.11% |
$1.97K - $2.37K
|
25.6K
$2.18M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
294+ 1.41% |
$21.5K - $25.8K
|
21.2K
$1.81M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 47.92% |
$1.39M - $1.67M
|
58.8K
$5.02M
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
5+ 0.0% |
$365 - $439
|
133K
$11.3M
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.62K+ 15.44% |
$118K - $142K
|
12.1K
$1.03M
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
12.7KNew |
$927K - $1.12M
|
12.7K
$1.08M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.82K+ 12.4% |
$206K - $248K
|
25.6K
$2.18M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-622- 14.18% |
$45.4K - $54.6K
|
3.76K
$321K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-35- 5.12% |
$2.56K - $3.07K
|
648
$55.3K
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-2.38K- 20.41% |
$174K - $209K
|
9.28K
$791K
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-600- 4.4% |
$43.8K - $52.7K
|
13.1K
$1.11M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.75K+ 18.78% |
$346K - $417K
|
30K
$2.56M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
467+ 17.46% |
$34.1K - $41K
|
3.14K
$268K
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
4.67KNew |
$341K - $410K
|
4.67K
$398K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
111New |
$8.1K - $9.75K
|
111
$9.47K
|