Purchases and Sales Made in Q1 2023 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q1 2023. 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 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.75MNew |
$209M - $258M
|
4.75M
$394M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
485K+ 454.57% |
$21.3M - $26.3M
|
591K
$49M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
378K+ 6.53% |
$16.6M - $20.5M
|
6.16M
$511M
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
292KNew |
$12.8M - $15.9M
|
292K
$24.2M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
282K+ 1197.23% |
$12.4M - $15.3M
|
306K
$25.3M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
245KNew |
$10.8M - $13.3M
|
245K
$20.3M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
213K+ 268.5% |
$9.35M - $11.6M
|
292K
$24.2M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
94.5K+ 92.94% |
$4.15M - $5.13M
|
196K
$16.3M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
63.7K+ 263.08% |
$2.8M - $3.46M
|
88K
$7.29M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
62.4KNew |
$2.74M - $3.39M
|
62.4K
$5.17M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.6KNew |
$1.96M - $2.43M
|
44.6K
$3.7M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.2K+ 3.21% |
$1.68M - $2.08M
|
1.23M
$102M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.2K+ 3.21% |
$1.68M - $2.08M
|
1.23M
$102M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
28.8KNew |
$1.27M - $1.57M
|
28.8K
$2.39M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
23.8K+ 44164.81% |
$1.05M - $1.3M
|
23.9K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20K+ 6.16% |
$881K - $1.09M
|
345K
$28.6M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
19.4K+ 1739.1% |
$853K - $1.05M
|
20.5K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.6K+ 13.85% |
$685K - $847K
|
128K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.2K+ 17.85% |
$670K - $828K
|
101K
$8.34M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
15.1KNew |
$664K - $821K
|
15.1K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.9K+ 1.82% |
$566K - $700K
|
719K
$59.6M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.4KNew |
$502K - $621K
|
11.4K
$947K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.67K+ 33.67% |
$425K - $526K
|
38.4K
$3.18M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.66K+ 12.19% |
$425K - $525K
|
88.9K
$7.37M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
9.33KNew |
$410K - $507K
|
9.33K
$773K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.42K+ 122.65% |
$370K - $458K
|
15.3K
$1.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
8.05K+ 17.85% |
$354K - $437K
|
53.1K
$4.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8KNew |
$352K - $435K
|
8K
$663K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.88KNew |
$347K - $428K
|
7.88K
$653K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
7.58KNew |
$333K - $412K
|
7.58K
$628K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.24KNew |
$318K - $394K
|
7.24K
$600K
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.1K+ 37.77% |
$268K - $332K
|
22.3K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.02KNew |
$265K - $327K
|
6.02K
$499K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.9KNew |
$260K - $321K
|
5.9K
$489K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5.57K+ 14.92% |
$245K - $303K
|
42.9K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.28KNew |
$232K - $287K
|
5.28K
$438K
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
5.24K+ 4.99% |
$231K - $285K
|
110K
$9.16M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5.16K+ 2950.86% |
$227K - $281K
|
5.34K
$443K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.11KNew |
$225K - $278K
|
5.11K
$424K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.9K+ 20416.67% |
$215K - $266K
|
4.92K
$408K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.9K+ 3500.0% |
$215K - $266K
|
5.04K
$418K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.88K+ 9.71% |
$215K - $265K
|
55.2K
$4.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
4.7KNew |
$206K - $255K
|
4.7K
$389K
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.45K+ 4.16% |
$196K - $242K
|
111K
$9.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.41KNew |
$194K - $240K
|
4.41K
$366K
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.28KNew |
$188K - $233K
|
4.28K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.24K+ 18.95% |
$186K - $230K
|
26.6K
$2.21M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
4.17KNew |
$183K - $227K
|
4.17K
$346K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
4.17KNew |
$183K - $227K
|
4.17K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.12KNew |
$181K - $224K
|
4.12K
$342K
|