Purchases and Sales Made in Q2 2022 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.03K+ 160.32% |
$135K - $178K
|
4.92K
$409K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
3KNew |
$134K - $176K
|
3K
$250K
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.85K+ 19.47% |
$127K - $167K
|
17.5K
$1.45M
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.43KNew |
$108K - $143K
|
2.43K
$202K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.76K+ 2.53% |
$78.5K - $103K
|
71.3K
$5.94M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.71K+ 13.73% |
$76K - $100K
|
14.1K
$1.18M
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.56KNew |
$69.5K - $91.6K
|
1.56K
$130K
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.41K+ 3.73% |
$62.9K - $82.9K
|
39.2K
$3.26M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.2KNew |
$53.5K - $70.5K
|
1.2K
$99.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.14K+ 0.09% |
$50.9K - $67.1K
|
1.21M
$101M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.13K+ 21.11% |
$50.4K - $66.5K
|
6.49K
$540K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.13K+ 2.51% |
$50.2K - $66.1K
|
45.9K
$3.82M
|
|
|
Jul 27, 2022
Q2 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.05K+ 1.18% |
$46.7K - $61.5K
|
89.5K
$7.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.03K+ 2.91% |
$45.8K - $60.4K
|
36.3K
$3.02M
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
803+ 7.41% |
$35.8K - $47.2K
|
11.6K
$969K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
790New |
$35.2K - $46.4K
|
790
$65.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
780New |
$34.8K - $45.8K
|
780
$64.9K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
771New |
$34.4K - $45.3K
|
771
$64.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
738+ 17.04% |
$32.9K - $43.4K
|
5.07K
$422K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
642+ 15.68% |
$28.6K - $37.7K
|
4.74K
$394K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
629+ 1.86% |
$28.1K - $37K
|
34.4K
$2.87M
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
527+ 1.74% |
$23.5K - $31K
|
30.8K
$2.56M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
465+ 1.96% |
$20.7K - $27.3K
|
24.1K
$2.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
462+ 8.54% |
$20.6K - $27.2K
|
5.87K
$488K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
448+ 17.23% |
$20K - $26.3K
|
3.05K
$254K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
447+ 1.25% |
$19.9K - $26.3K
|
36.2K
$3.01M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
447+ 1.25% |
$19.9K - $26.3K
|
36.2K
$3.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
434+ 5.69% |
$19.4K - $25.5K
|
8.06K
$671K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
424+ 1.23% |
$18.9K - $24.9K
|
34.9K
$2.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
356New |
$15.9K - $20.9K
|
356
$29.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
351+ 5.98% |
$15.7K - $20.6K
|
6.22K
$518K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
293+ 1.17% |
$13.1K - $17.2K
|
25.4K
$2.11M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
283+ 4.23% |
$12.6K - $16.6K
|
6.98K
$581K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
272New |
$12.1K - $16K
|
272
$22.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
262+ 99.24% |
$11.7K - $15.4K
|
526
$43.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
260New |
$11.6K - $15.3K
|
260
$21.6K
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
228+ 223.53% |
$10.2K - $13.4K
|
330
$27.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
216New |
$9.63K - $12.7K
|
216
$18K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
207+ 176.92% |
$9.23K - $12.2K
|
324
$27K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
180New |
$8.03K - $10.6K
|
180
$15K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
173New |
$7.72K - $10.2K
|
173
$14.4K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
165+ 1.12% |
$7.36K - $9.7K
|
14.9K
$1.24M
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
144+ 257.14% |
$6.42K - $8.46K
|
200
$16.6K
|
|
|
Mar 12, 2024
Q2 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
115+ 0.12% |
$5.13K - $6.76K
|
96.1K
$8M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
112+ 21.62% |
$5K - $6.58K
|
630
$52.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
97+ 277.14% |
$4.33K - $5.7K
|
132
$11K
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
82New |
$3.66K - $4.82K
|
82
$6.82K
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
BUY
|
- |
77+ 0.17% |
$3.43K - $4.53K
|
44.3K
$3.69M
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
75+ 100.0% |
$3.35K - $4.41K
|
150
$12.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
73New |
$3.26K - $4.29K
|
73
$6.08K
|