Purchases and Sales Made in Q1 2022 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL INFORMATION TEC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-250- 1.95% |
$12.9K - $16.3K
|
12.6K
$1.05M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 15.15% |
$12.9K - $16.3K
|
1.4K
$117K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-268- 69.79% |
$13.9K - $17.4K
|
116
$9.65K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-270- 2.3% |
$14K - $17.6K
|
11.5K
$954K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-275- 0.94% |
$14.2K - $17.9K
|
28.8K
$2.4M
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-278- 0.54% |
$14.4K - $18.1K
|
51.7K
$4.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-290- 36.07% |
$15K - $18.9K
|
514
$42.8K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-294- 5.96% |
$15.2K - $19.1K
|
4.64K
$386K
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-300- 30.12% |
$15.5K - $19.5K
|
696
$57.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-325- 19.6% |
$16.8K - $21.2K
|
1.33K
$111K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-330- 2.68% |
$17.1K - $21.5K
|
12K
$997K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-337- 87.99% |
$17.4K - $21.9K
|
46
$3.83K
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-345- 1.01% |
$17.8K - $22.5K
|
34K
$2.83M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-348- 56.86% |
$18K - $22.6K
|
264
$22K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-357- 3.07% |
$18.5K - $23.2K
|
11.3K
$938K
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-360- 3.55% |
$18.6K - $23.4K
|
9.79K
$815K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-378- 0.03% |
$19.5K - $24.6K
|
1.42M
$118M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-390- 11.46% |
$20.2K - $25.4K
|
3.01K
$251K
|
|
|
May 03, 2022
Q1 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-413- 0.46% |
$21.3K - $26.9K
|
88.4K
$7.36M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-444Closed |
$23K - $28.9K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-449- 9.23% |
$23.2K - $29.2K
|
4.41K
$367K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-475Closed |
$24.6K - $30.9K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-477- 1.56% |
$24.7K - $31K
|
30.2K
$2.51M
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-530- 2.01% |
$27.4K - $34.5K
|
25.8K
$2.15M
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-546- 5.16% |
$28.2K - $35.5K
|
10K
$836K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-548- 1.43% |
$28.3K - $35.7K
|
37.8K
$3.15M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-612Closed |
$31.6K - $39.8K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-660- 1.36% |
$34.1K - $43K
|
47.8K
$3.98M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-683- 18.54% |
$35.3K - $44.4K
|
3K
$250K
|
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-720- 13.96% |
$37.2K - $46.9K
|
4.44K
$369K
|
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-757- 1.58% |
$39.1K - $49.3K
|
47.2K
$3.93M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-780Closed |
$40.3K - $50.8K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-798- 15.37% |
$41.2K - $51.9K
|
4.39K
$366K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-801Closed |
$41.4K - $52.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-840- 50.0% |
$43.4K - $54.7K
|
840
$69.9K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-995- 28.54% |
$51.4K - $64.8K
|
2.49K
$207K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.09K- 4.15% |
$56.1K - $70.6K
|
25.1K
$2.09M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-1.09K- 3.9% |
$56.2K - $70.7K
|
26.8K
$2.23M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.09K- 4.56% |
$56.3K - $70.9K
|
22.8K
$1.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.1K- 18.9% |
$56.9K - $71.6K
|
4.72K
$393K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.13K- 28.36% |
$58.3K - $73.4K
|
2.85K
$237K
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.15K- 2.52% |
$59.4K - $74.8K
|
44.5K
$3.7M
|
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.17K- 9.44% |
$60.2K - $75.8K
|
11.2K
$930K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 24.18% |
$60.6K - $76.3K
|
3.68K
$306K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.21KClosed |
$62.3K - $78.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.21K- 3.79% |
$62.7K - $78.9K
|
30.8K
$2.56M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 24.38% |
$63.4K - $79.8K
|
3.8K
$316K
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.26K- 10.22% |
$65.3K - $82.3K
|
11.1K
$924K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
SELL
|
- |
-1.29K- 3.34% |
$66.6K - $83.8K
|
37.3K
$3.1M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.3K- 4.08% |
$67.2K - $84.6K
|
30.5K
$2.54M
|