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 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
179+ 0.68% |
$9.27K - $11.2K
|
26.5K
$2.2M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
174New |
$9.01K - $10.9K
|
174
$14.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
150+ 3.78% |
$7.77K - $9.39K
|
4.12K
$342K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
144+ 0.3% |
$7.46K - $9.01K
|
47.7K
$3.95M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
137+ 0.63% |
$7.09K - $8.57K
|
21.8K
$1.81M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
106New |
$5.49K - $6.63K
|
106
$8.79K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
105+ 2.07% |
$5.44K - $6.57K
|
5.18K
$430K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
104+ 1.8% |
$5.39K - $6.51K
|
5.89K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
67+ 446.67% |
$3.47K - $4.19K
|
82
$6.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
58+ 0.51% |
$3K - $3.63K
|
11.4K
$946K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
56+ 0.13% |
$2.9K - $3.5K
|
44.5K
$3.69M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
39+ 0.56% |
$2.02K - $2.44K
|
7K
$580K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
39+ 0.26% |
$2.02K - $2.44K
|
14.9K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
35New |
$1.81K - $2.19K
|
35
$2.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
31+ 0.45% |
$1.61K - $1.94K
|
6.96K
$577K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
30+ 0.18% |
$1.55K - $1.88K
|
16.9K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
27+ 0.24% |
$1.4K - $1.69K
|
11.1K
$919K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
23+ 0.09% |
$1.19K - $1.44K
|
24.9K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 7.07% |
$1.04K - $1.25K
|
303
$25.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
19+ 0.27% |
$984 - $1.19K
|
6.98K
$579K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
14+ 0.12% |
$725 - $876
|
11.2K
$930K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.12% |
$673 - $814
|
10.5K
$873K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 0.26% |
$673 - $814
|
4.94K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13+ 0.26% |
$673 - $814
|
5.05K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8+ 9.3% |
$414 - $501
|
94
$7.79K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
6New |
$311 - $375
|
6
$497
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
6+ 0.05% |
$311 - $375
|
11K
$914K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
5+ 0.29% |
$259 - $313
|
1.73K
$144K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5+ 0.04% |
$259 - $313
|
14.3K
$1.18M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.3% |
$207 - $250
|
1.34K
$111K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3+ 0.15% |
$155 - $188
|
1.99K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3+ 0.09% |
$155 - $188
|
3.27K
$271K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2+ 0.02% |
$104 - $125
|
11.4K
$947K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.18% |
$104 - $125
|
1.09K
$90.3K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.04% |
$51.8 - $62.6
|
2.76K
$229K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$51.8 - $62.6
|
242
$20.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.52% |
$51.8 - $62.6
|
192
$15.9K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.07% |
$51.8 - $62.6
|
1.5K
$124K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.41% |
$51.8 - $62.6
|
244
$20.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.17% |
$51.8 - $62.6
|
584
$48.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1- -0.0% |
$51.8 - $62.6
|
37.7K
$3.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4- 0.07% |
$207 - $250
|
5.34K
$442K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-5- 0.02% |
$259 - $313
|
31.1K
$2.58M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14- 0.32% |
$725 - $876
|
4.35K
$360K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15- 2.49% |
$777 - $939
|
588
$48.8K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-24- 57.14% |
$1.24K - $1.5K
|
18
$1.49K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-25- 0.39% |
$1.29K - $1.56K
|
6.39K
$530K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-30- 0.15% |
$1.55K - $1.88K
|
20K
$1.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 1.43% |
$1.81K - $2.19K
|
2.41K
$200K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-47- 1.13% |
$2.43K - $2.94K
|
4.12K
$342K
|