Purchases and Sales Made in Q2 2023 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.41KNew |
$177K - $213K
|
3.41K
$283K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.39KNew |
$176K - $212K
|
3.39K
$281K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.35KNew |
$173K - $210K
|
3.35K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.28KNew |
$170K - $205K
|
3.28K
$272K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.27KNew |
$169K - $204K
|
3.27K
$271K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.95KNew |
$152K - $184K
|
2.95K
$244K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.81K+ 35.6% |
$145K - $176K
|
10.7K
$886K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.8K+ 13.22% |
$145K - $175K
|
24K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.69K+ 6.03% |
$139K - $168K
|
47.3K
$3.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.38K+ 14.71% |
$123K - $149K
|
18.6K
$1.54M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.38K+ 1.27% |
$123K - $149K
|
190K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.2K+ 5.01% |
$114K - $138K
|
46.1K
$3.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.12K+ 25.03% |
$110K - $132K
|
10.6K
$876K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.81K+ 62.09% |
$93.7K - $113K
|
4.73K
$392K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.75K+ 27.35% |
$90.7K - $110K
|
8.15K
$676K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.69KNew |
$87.3K - $106K
|
1.69K
$140K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.66KNew |
$86K - $104K
|
1.66K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.55K+ 6.97% |
$80.3K - $97K
|
23.8K
$1.97M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.51KNew |
$78.2K - $94.6K
|
1.51K
$125K
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.45K+ 1.3% |
$75.1K - $90.7K
|
113K
$9.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.37KNew |
$70.8K - $85.6K
|
1.37K
$113K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.35K+ 3.16% |
$70.1K - $84.7K
|
44.2K
$3.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.26K+ 66.16% |
$65.1K - $78.7K
|
3.16K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 2.22% |
$64.8K - $78.3K
|
57.6K
$4.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 3514.29% |
$63.7K - $77K
|
1.27K
$105K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.22K+ 3.87% |
$63.4K - $76.6K
|
32.9K
$2.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
1.09K+ 2.02% |
$56.4K - $68.1K
|
55K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
952+ 1.67% |
$49.3K - $59.6K
|
57.8K
$4.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
920+ 7.15% |
$47.6K - $57.6K
|
13.8K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
795+ 5.65% |
$41.2K - $49.8K
|
14.9K
$1.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
778New |
$40.3K - $48.7K
|
778
$64.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
754+ 0.55% |
$39K - $47.2K
|
138K
$11.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
750New |
$38.8K - $46.9K
|
750
$62.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
625+ 4.58% |
$32.4K - $39.1K
|
14.3K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
618+ 52.82% |
$32K - $38.7K
|
1.79K
$148K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
427+ 22.59% |
$22.1K - $26.7K
|
2.32K
$192K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
395New |
$20.5K - $24.7K
|
395
$32.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
352+ 0.98% |
$18.2K - $22K
|
36.2K
$3M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
321New |
$16.6K - $20.1K
|
321
$26.6K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
289+ 20.87% |
$15K - $18.1K
|
1.67K
$139K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
279+ 7.87% |
$14.4K - $17.5K
|
3.82K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
257New |
$13.3K - $16.1K
|
257
$21.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
254+ 125.12% |
$13.2K - $15.9K
|
457
$37.9K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
238+ 0.32% |
$12.3K - $14.9K
|
74K
$6.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
234+ 0.21% |
$12.1K - $14.6K
|
113K
$9.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
211+ 1.72% |
$10.9K - $13.2K
|
12.4K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
202+ 1.23% |
$10.5K - $12.6K
|
16.6K
$1.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
202+ 2.39% |
$10.5K - $12.6K
|
8.64K
$716K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200New |
$10.4K - $12.5K
|
200
$16.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
189+ 1.35% |
$9.79K - $11.8K
|
14.2K
$1.18M
|