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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-47- 0.24% |
$2.43K - $2.94K
|
19.3K
$1.6M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-47- 0.23% |
$2.43K - $2.94K
|
20.1K
$1.67M
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-48- 4.8% |
$2.49K - $3K
|
952
$78.9K
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-67- 81.71% |
$3.47K - $4.19K
|
15
$1.24K
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-72- 1.0% |
$3.73K - $4.51K
|
7.14K
$592K
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-91- 0.98% |
$4.71K - $5.69K
|
9.17K
$760K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-101- 0.13% |
$5.23K - $6.32K
|
77.4K
$6.41M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-101- 39.15% |
$5.23K - $6.32K
|
157
$13K
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-105- 0.79% |
$5.44K - $6.57K
|
13.2K
$1.09M
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-109- 2.32% |
$5.64K - $6.82K
|
4.59K
$380K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-116- 2.16% |
$6.01K - $7.26K
|
5.25K
$435K
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-130- 3.19% |
$6.73K - $8.14K
|
3.94K
$327K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-133- 32.6% |
$6.89K - $8.32K
|
275
$22.8K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-133- 36.94% |
$6.89K - $8.32K
|
227
$18.8K
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-152- 0.4% |
$7.87K - $9.51K
|
37.9K
$3.15M
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-154- 2.83% |
$7.97K - $9.64K
|
5.29K
$438K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-155- 3.11% |
$8.03K - $9.7K
|
4.84K
$401K
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-156- 1.67% |
$8.08K - $9.76K
|
9.17K
$760K
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-164- 3.84% |
$8.49K - $10.3K
|
4.11K
$340K
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-168- 0.18% |
$8.7K - $10.5K
|
95.7K
$7.93M
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-175- 1.04% |
$9.06K - $11K
|
16.6K
$1.38M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-182- 4.4% |
$9.42K - $11.4K
|
3.95K
$328K
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-188- 2.27% |
$9.73K - $11.8K
|
8.1K
$672K
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-201- 4.7% |
$10.4K - $12.6K
|
4.08K
$338K
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-231- 1.87% |
$12K - $14.5K
|
12.1K
$1.01M
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-252- 0.73% |
$13K - $15.8K
|
34.2K
$2.83M
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-252- 0.72% |
$13K - $15.8K
|
34.7K
$2.88M
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-266- 5.72% |
$13.8K - $16.6K
|
4.38K
$363K
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-271- 3.9% |
$14K - $17K
|
6.67K
$553K
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-296- 2.81% |
$15.3K - $18.5K
|
10.2K
$848K
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-302- 0.27% |
$15.6K - $18.9K
|
110K
$9.13M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-357- 17.31% |
$18.5K - $22.3K
|
1.71K
$141K
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-362- 8.09% |
$18.7K - $22.7K
|
4.11K
$341K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-365- 7.72% |
$18.9K - $22.8K
|
4.36K
$362K
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-375- 9.58% |
$19.4K - $23.5K
|
3.54K
$294K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-382- 47.81% |
$19.8K - $23.9K
|
417
$34.6K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-388- 5.24% |
$20.1K - $24.3K
|
7.02K
$582K
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-390- 4.2% |
$20.2K - $24.4K
|
8.9K
$737K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-400- 8.09% |
$20.7K - $25K
|
4.55K
$377K
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 1.36% |
$20.7K - $25K
|
29K
$2.41M
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-447- 1.28% |
$23.1K - $28K
|
34.4K
$2.85M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-472- 1.62% |
$24.4K - $29.5K
|
28.7K
$2.38M
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-480- 5.56% |
$24.9K - $30K
|
8.15K
$676K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-490- 4.66% |
$25.4K - $30.7K
|
10K
$831K
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-561- 4.13% |
$29K - $35.1K
|
13K
$1.08M
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-590- 4.99% |
$30.6K - $36.9K
|
11.2K
$931K
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-592- 0.88% |
$30.7K - $37K
|
67.1K
$5.56M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-600Closed |
$31.1K - $37.5K
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-607- 1.92% |
$31.4K - $38K
|
31.1K
$2.57M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-659- 2.76% |
$34.1K - $41.2K
|
23.2K
$1.93M
|