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
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
36New |
$1.58K - $1.96K
|
36
$3.02K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
34+ 80.95% |
$1.49K - $1.85K
|
76
$6.37K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
32New |
$1.41K - $1.74K
|
32
$2.68K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
25+ 113.64% |
$1.1K - $1.36K
|
47
$3.94K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
24+ 133.33% |
$1.06K - $1.3K
|
42
$3.52K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
13+ 0.02% |
$572 - $707
|
73.7K
$6.18M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
10+ 0.93% |
$440 - $544
|
1.09K
$91.1K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
4+ 0.07% |
$176 - $217
|
6.09K
$511K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1+ 0.03% |
$44 - $54.4
|
3K
$251K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 0.79% |
$44 - $54.4
|
126
$10.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1- 0.01% |
$44 - $54.4
|
8.63K
$724K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-6- 0.04% |
$264 - $326
|
13.6K
$1.14M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-15- 60.0% |
$660 - $815
|
10
$838
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-19- 0.41% |
$835 - $1.03K
|
4.65K
$390K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-20- 0.29% |
$879 - $1.09K
|
6.95K
$582K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-23- 6.01% |
$1.01K - $1.25K
|
360
$30.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-26- 0.22% |
$1.14K - $1.41K
|
11.8K
$991K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-27- 43.55% |
$1.19K - $1.47K
|
35
$2.93K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-30- 0.06% |
$1.32K - $1.63K
|
47.9K
$4.02M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-35- 0.56% |
$1.54K - $1.9K
|
6.18K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-43- 2.21% |
$1.89K - $2.34K
|
1.91K
$160K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-45- 0.13% |
$1.98K - $2.45K
|
34.9K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-62- 2.98% |
$2.73K - $3.37K
|
2.02K
$169K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-67- 1.3% |
$2.95K - $3.64K
|
5.08K
$426K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-80- 17.51% |
$3.52K - $4.35K
|
377
$31.6K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-80- 17.51% |
$3.52K - $4.35K
|
377
$31.6K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-82- 10.83% |
$3.61K - $4.46K
|
675
$56.6K
|
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-95- 0.1% |
$4.18K - $5.16K
|
95.8K
$8.03M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-100- 0.38% |
$4.4K - $5.44K
|
26.3K
$2.2M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-116- 2.03% |
$5.1K - $6.31K
|
5.59K
$468K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-123- 33.98% |
$5.41K - $6.69K
|
239
$20K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-131- 1.56% |
$5.76K - $7.12K
|
8.29K
$695K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-137- 0.83% |
$6.02K - $7.45K
|
16.4K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-152- 1.36% |
$6.68K - $8.26K
|
11.1K
$927K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-172- 3.8% |
$7.56K - $9.35K
|
4.36K
$365K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-178- 1.25% |
$7.83K - $9.68K
|
14K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-182- 1.77% |
$8K - $9.89K
|
10.1K
$845K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-184- 0.1% |
$8.09K - $10K
|
188K
$15.7M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-198- 0.67% |
$8.71K - $10.8K
|
29.4K
$2.47M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-198- 1.77% |
$8.71K - $10.8K
|
11K
$922K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-200- 2.81% |
$8.79K - $10.9K
|
6.93K
$580K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-203- 84.94% |
$8.93K - $11K
|
36
$3.02K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-214- 6.15% |
$9.41K - $11.6K
|
3.27K
$274K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-222- 0.93% |
$9.76K - $12.1K
|
23.6K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-256- 6.53% |
$11.3K - $13.9K
|
3.66K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-267- 3.07% |
$11.7K - $14.5K
|
8.44K
$707K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-279- 5.34% |
$12.3K - $15.2K
|
4.95K
$414K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-288- 58.66% |
$12.7K - $15.7K
|
203
$17K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-290- 6.46% |
$12.8K - $15.8K
|
4.2K
$352K
|