Purchases and Sales Made in Q1 2024 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
753New |
$49.1K - $56.9K
|
753
$63.1K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750+ 5.75% |
$48.9K - $56.7K
|
13.8K
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
600+ 18.38% |
$39.1K - $45.4K
|
3.87K
$324K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
599+ 3.54% |
$39K - $45.3K
|
17.5K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
587+ 31.24% |
$38.2K - $44.4K
|
2.47K
$207K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
516+ 38.51% |
$33.6K - $39K
|
1.86K
$156K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
490+ 1.36% |
$31.9K - $37K
|
36.5K
$3.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
449+ 10.36% |
$29.3K - $33.9K
|
4.79K
$401K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
438New |
$28.5K - $33.1K
|
438
$36.7K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
400+ 3.31% |
$26.1K - $30.2K
|
12.5K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
400+ 3.92% |
$26.1K - $30.2K
|
10.6K
$888K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
353+ 1.84% |
$23K - $26.7K
|
19.5K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
350+ 1.4% |
$22.8K - $26.5K
|
25.4K
$2.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
333+ 17.34% |
$21.7K - $25.2K
|
2.25K
$189K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
281+ 2.09% |
$18.3K - $21.2K
|
13.7K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
252+ 1.35% |
$16.4K - $19.1K
|
18.9K
$1.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
250New |
$16.3K - $18.9K
|
250
$21K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
234+ 7.74% |
$15.2K - $17.7K
|
3.26K
$273K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
231+ 5.14% |
$15K - $17.5K
|
4.72K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
197+ 5.75% |
$12.8K - $14.9K
|
3.63K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
191+ 1.04% |
$12.4K - $14.4K
|
18.6K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
168+ 1.35% |
$10.9K - $12.7K
|
12.6K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
136+ 0.3% |
$8.86K - $10.3K
|
45K
$3.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
136+ 2.25% |
$8.86K - $10.3K
|
6.19K
$519K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
129+ 0.5% |
$8.4K - $9.75K
|
25.8K
$2.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
110+ 56.41% |
$7.17K - $8.32K
|
305
$25.6K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
107+ 33.02% |
$6.97K - $8.09K
|
431
$36.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
83+ 0.11% |
$5.41K - $6.27K
|
74.3K
$6.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
70+ 0.66% |
$4.56K - $5.29K
|
10.6K
$889K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
65+ 5.14% |
$4.23K - $4.91K
|
1.33K
$111K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
54+ 0.82% |
$3.52K - $4.08K
|
6.66K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
53+ 1.15% |
$3.45K - $4.01K
|
4.67K
$392K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
46+ 0.72% |
$3K - $3.48K
|
6.42K
$538K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
44+ 0.69% |
$2.87K - $3.33K
|
6.43K
$539K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34+ 0.17% |
$2.22K - $2.57K
|
19.8K
$1.66M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$2.08K - $2.42K
|
32
$2.68K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30+ 0.57% |
$1.95K - $2.27K
|
5.3K
$444K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
30+ 0.9% |
$1.95K - $2.27K
|
3.38K
$283K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
27+ 1.51% |
$1.76K - $2.04K
|
1.82K
$152K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18+ 0.4% |
$1.17K - $1.36K
|
4.49K
$377K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
17+ 0.5% |
$1.11K - $1.29K
|
3.43K
$287K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
11+ 0.1% |
$717 - $832
|
11.1K
$931K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.01% |
$261 - $302
|
28.2K
$2.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1New |
$65.2 - $75.6
|
1
$83.8
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3- 0.04% |
$195 - $227
|
7.62K
$638K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-3- 15.0% |
$195 - $227
|
17
$1.42K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-5- 2.42% |
$326 - $378
|
202
$16.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-7- 0.03% |
$456 - $529
|
25.7K
$2.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-10- 2.15% |
$652 - $756
|
456
$38.2K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-10- 66.67% |
$652 - $756
|
5
$419
|