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 |
---|---|---|---|---|---|---|---|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
4.07KNew |
$179K - $221K
|
4.07K
$341K
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
4.03KNew |
$177K - $219K
|
4.03K
$337K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.98K+ 5.28% |
$175K - $216K
|
79.2K
$6.64M
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.97KNew |
$175K - $216K
|
3.97K
$333K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.95KNew |
$174K - $215K
|
3.95K
$331K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
3.76KNew |
$165K - $204K
|
3.76K
$315K
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.72KNew |
$164K - $202K
|
3.72K
$312K
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.69K+ 11.46% |
$162K - $200K
|
35.8K
$3M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.37K+ 10.98% |
$104K - $129K
|
23.9K
$2M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.34K+ 36.59% |
$103K - $127K
|
8.75K
$733K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.06KNew |
$90.7K - $112K
|
2.06K
$173K
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
BUY
|
- |
1.94K+ 6.06% |
$85.4K - $106K
|
34K
$2.85M
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.79K+ 0.96% |
$78.7K - $97.3K
|
188K
$15.7M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.79K+ 12.19% |
$78.6K - $97.2K
|
16.5K
$1.38M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.69K+ 3.57% |
$74.4K - $91.9K
|
49K
$4.11M
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.43KNew |
$62.9K - $77.7K
|
1.43K
$120K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.37K+ 6.17% |
$60.3K - $74.5K
|
23.6K
$1.98M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.27KNew |
$55.9K - $69.1K
|
1.27K
$107K
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.26K+ 1.79% |
$55.4K - $68.4K
|
71.4K
$5.99M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.25K+ 22.38% |
$55.1K - $68.2K
|
6.86K
$575K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.05K+ 15.65% |
$46.3K - $57.2K
|
7.78K
$652K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.05K+ 0.77% |
$46K - $56.9K
|
137K
$11.5M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
922+ 86.57% |
$40.5K - $50.1K
|
1.99K
$167K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
920+ 24.18% |
$40.5K - $50K
|
4.73K
$396K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
811+ 49.3% |
$35.7K - $44.1K
|
2.46K
$206K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
657+ 3.36% |
$28.9K - $35.7K
|
20.2K
$1.69M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
603New |
$26.5K - $32.8K
|
603
$50.5K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
547+ 7.28% |
$24.1K - $29.7K
|
8.06K
$675K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
425+ 7.58% |
$18.7K - $23.1K
|
6.03K
$505K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
405+ 19.81% |
$17.8K - $22K
|
2.45K
$205K
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
315+ 2.29% |
$13.9K - $17.1K
|
14.1K
$1.18M
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
290+ 27.83% |
$12.8K - $15.8K
|
1.33K
$112K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
281+ 3.12% |
$12.4K - $15.3K
|
9.28K
$778K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
280+ 17.28% |
$12.3K - $15.2K
|
1.9K
$159K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
268+ 10.12% |
$11.8K - $14.6K
|
2.92K
$244K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
252+ 0.19% |
$11.1K - $13.7K
|
131K
$11M
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
228New |
$10K - $12.4K
|
228
$19.1K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
216New |
$9.5K - $11.7K
|
216
$18.1K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
196+ 1.22% |
$8.62K - $10.7K
|
16.2K
$1.36M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
116New |
$5.1K - $6.31K
|
116
$9.72K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
86+ 78.9% |
$3.78K - $4.67K
|
195
$16.3K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
82New |
$3.61K - $4.46K
|
82
$6.87K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
81New |
$3.56K - $4.4K
|
81
$6.79K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
71New |
$3.12K - $3.86K
|
71
$5.95K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71New |
$3.12K - $3.86K
|
71
$5.95K
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
66+ 0.89% |
$2.9K - $3.59K
|
7.45K
$624K
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
50+ 0.3% |
$2.2K - $2.72K
|
16.8K
$1.41M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
47New |
$2.07K - $2.55K
|
47
$3.94K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
43+ 1.23% |
$1.89K - $2.34K
|
3.55K
$297K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
41+ 91.11% |
$1.8K - $2.23K
|
86
$7.21K
|