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 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.25K+ 50.14% |
$101K - $110K
|
3.74K
$341K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
478New |
$38.6K - $42K
|
478
$43.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-237- 1.42% |
$19.1K - $20.8K
|
16.4K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
534New |
$43.1K - $46.9K
|
534
$48.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
246+ 1.45% |
$19.8K - $21.6K
|
17.2K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
593New |
$47.8K - $52.1K
|
593
$54.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-14- 1.59% |
$1.13K - $1.23K
|
866
$79K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
187+ 7.39% |
$15.1K - $16.4K
|
2.72K
$248K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
48+ 0.11% |
$3.87K - $4.22K
|
44.6K
$4.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.36KNew |
$110K - $120K
|
1.36K
$124K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
300New |
$24.2K - $26.4K
|
300
$27.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-60- 10.91% |
$4.84K - $5.27K
|
490
$44.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.25K- 50.68% |
$262K - $285K
|
3.16K
$288K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
514New |
$41.5K - $45.1K
|
514
$46.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-863- 4.91% |
$69.6K - $75.8K
|
16.7K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
260+ 10.4% |
$21K - $22.8K
|
2.76K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-150- 20.0% |
$12.1K - $13.2K
|
600
$54.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-36- 1.21% |
$2.9K - $3.16K
|
2.95K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.7K+ 326.72% |
$218K - $237K
|
3.53K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 5.68% |
$121K - $132K
|
25K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-19- 3.45% |
$1.53K - $1.67K
|
531
$48.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
166+ 7.31% |
$13.4K - $14.6K
|
2.44K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-192- 1.51% |
$15.5K - $16.9K
|
12.5K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 0.93% |
$1.21K - $1.32K
|
1.59K
$146K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-500- 2.78% |
$40.3K - $43.9K
|
17.5K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
352+ 15.69% |
$28.4K - $30.9K
|
2.6K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-87- 0.82% |
$7.02K - $7.64K
|
10.5K
$962K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-541- 0.56% |
$43.6K - $47.5K
|
95.4K
$8.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-71- 15.92% |
$5.73K - $6.24K
|
375
$34.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
85New |
$6.86K - $7.47K
|
85
$7.76K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
111+ 0.31% |
$8.95K - $9.75K
|
36.2K
$3.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$48.4K - $52.7K
|
600
$54.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-40- 1.4% |
$3.23K - $3.51K
|
2.81K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.24KNew |
$100K - $109K
|
1.24K
$114K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.99K- 11.25% |
$241K - $262K
|
23.6K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
394New |
$31.8K - $34.6K
|
394
$36K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-6.77K- 55.85% |
$546K - $594K
|
5.35K
$488K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
353+ 8.17% |
$28.5K - $31K
|
4.68K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.1% |
$161 - $176
|
1.95K
$178K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
132New |
$10.6K - $11.6K
|
132
$12K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.28KNew |
$184K - $201K
|
2.28K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
77New |
$6.21K - $6.76K
|
77
$7.03K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-12.3K- 68.93% |
$988K - $1.08M
|
5.52K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-29- 0.32% |
$2.34K - $2.55K
|
8.99K
$821K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6New |
$484 - $527
|
6
$548
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-362- 15.62% |
$29.2K - $31.8K
|
1.96K
$178K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3New |
$242 - $264
|
3
$274
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.37KNew |
$191K - $208K
|
2.37K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$403 - $439
|
8.89K
$812K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.47K- 61.5% |
$441K - $480K
|
3.43K
$313K
|