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 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-316- 51.05% |
$13.9K - $17.2K
|
303
$25.1K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-320- 33.54% |
$14.1K - $17.4K
|
634
$52.6K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-325- 0.85% |
$14.3K - $17.7K
|
38.1K
$3.16M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-350- 5.7% |
$15.4K - $19K
|
5.79K
$480K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-363- 78.06% |
$16K - $19.7K
|
102
$8.46K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-378- 6.5% |
$16.6K - $20.5K
|
5.44K
$451K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-391- 4.05% |
$17.2K - $21.3K
|
9.26K
$767K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-454- 45.31% |
$20K - $24.7K
|
548
$45.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-461- 1.68% |
$20.3K - $25.1K
|
26.9K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-486- 2.5% |
$21.4K - $26.4K
|
19K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-492- 0.21% |
$21.6K - $26.7K
|
230K
$19.1M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-510- 26.91% |
$22.4K - $27.7K
|
1.39K
$115K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-537- 1.05% |
$23.6K - $29.2K
|
50.7K
$4.21M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-558- 16.82% |
$24.5K - $30.3K
|
2.76K
$229K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-585- 2.8% |
$25.7K - $31.8K
|
20.3K
$1.68M
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-600- 2.26% |
$26.4K - $32.6K
|
26K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-639- 3.14% |
$28.1K - $34.7K
|
19.7K
$1.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-665- 11.76% |
$29.2K - $36.1K
|
4.99K
$414K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-673- 3.01% |
$29.6K - $36.6K
|
21.7K
$1.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-679- 1.83% |
$29.9K - $36.9K
|
36.3K
$3.01M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-720- 3.05% |
$31.7K - $39.1K
|
22.8K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-727- 8.55% |
$32K - $39.5K
|
7.78K
$645K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-729- 4.68% |
$32.1K - $39.6K
|
14.8K
$1.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-739- 12.11% |
$32.5K - $40.2K
|
5.36K
$445K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-751- 16.1% |
$33K - $40.8K
|
3.92K
$325K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-762- 5.81% |
$33.5K - $41.4K
|
12.4K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-779- 0.69% |
$34.3K - $42.3K
|
113K
$9.33M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-798- 7.05% |
$35.1K - $43.4K
|
10.5K
$872K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-800- 5.85% |
$35.2K - $43.5K
|
12.9K
$1.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-803- 4.94% |
$35.3K - $43.7K
|
15.5K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-817- 2.32% |
$35.9K - $44.4K
|
34.4K
$2.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-834- 16.53% |
$36.7K - $45.3K
|
4.21K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-835- 3.46% |
$36.7K - $45.4K
|
23.3K
$1.93M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-848- 1.4% |
$37.3K - $46.1K
|
59.6K
$4.94M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-877- 17.5% |
$38.6K - $47.7K
|
4.14K
$343K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-901- 0.68% |
$39.6K - $49K
|
131K
$10.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-912- 15.57% |
$40.1K - $49.6K
|
4.95K
$410K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-976- 10.36% |
$42.9K - $53.1K
|
8.45K
$701K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-998- 12.54% |
$43.9K - $54.3K
|
6.96K
$577K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1K- 6.81% |
$44K - $54.4K
|
13.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1K- 9.52% |
$44K - $54.4K
|
9.5K
$788K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.06K- 11.04% |
$46.4K - $57.3K
|
8.5K
$704K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.08K- 2.71% |
$47.5K - $58.7K
|
38.8K
$3.22M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.11K- 2.12% |
$48.7K - $60.2K
|
51.3K
$4.25M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.13K- 6.27% |
$49.6K - $61.3K
|
16.9K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.13K- 2.48% |
$49.8K - $61.6K
|
44.6K
$3.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.19K- 3.6% |
$52.4K - $64.8K
|
31.9K
$2.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-1.21K- 4.12% |
$53.1K - $65.6K
|
28.1K
$2.33M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.26K- 10.1% |
$55.3K - $68.4K
|
11.2K
$929K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.29K- 4.32% |
$56.5K - $69.9K
|
28.5K
$2.36M
|