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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-668- 27.2% |
$34.6K - $41.8K
|
1.79K
$148K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-668- 27.2% |
$34.6K - $41.8K
|
1.79K
$148K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-671- 13.77% |
$34.7K - $42K
|
4.2K
$348K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-708- 0.78% |
$36.7K - $44.3K
|
90.4K
$7.49M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-712- 1.4% |
$36.9K - $44.6K
|
50K
$4.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-774- 15.13% |
$40.1K - $48.4K
|
4.34K
$360K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-789- 1.49% |
$40.9K - $49.4K
|
52.3K
$4.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-808- 22.06% |
$41.8K - $50.6K
|
2.85K
$237K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-819- 7.8% |
$42.4K - $51.3K
|
9.69K
$803K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-858- 5.08% |
$44.4K - $53.7K
|
16K
$1.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-881- 4.64% |
$45.6K - $55.1K
|
18.1K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-920- 3.19% |
$47.6K - $57.6K
|
27.9K
$2.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-924- 22.0% |
$47.8K - $57.8K
|
3.28K
$272K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-949- 3.38% |
$49.1K - $59.4K
|
27.2K
$2.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.02K- 2.79% |
$52.6K - $63.5K
|
35.3K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 13.53% |
$54.5K - $65.8K
|
6.72K
$557K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.2K- 3.76% |
$62.1K - $75.1K
|
30.7K
$2.54M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.23K- 13.29% |
$63.8K - $77.2K
|
8.05K
$667K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.31K- 7.55% |
$67.9K - $82.1K
|
16.1K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 3.63% |
$72.8K - $88K
|
37.3K
$3.09M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.47K- 12.28% |
$76K - $91.8K
|
10.5K
$869K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.48K- 8.8% |
$76.6K - $92.6K
|
15.3K
$1.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.57K- 10.14% |
$81.2K - $98.1K
|
13.9K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.59K- 6.73% |
$82.2K - $99.3K
|
22K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.66K- 28.08% |
$85.8K - $104K
|
4.25K
$352K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.71K- 3.57% |
$88.6K - $107K
|
46.2K
$3.83M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-1.87K- 4.22% |
$96.9K - $117K
|
42.4K
$3.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.9K- 33.91% |
$98.1K - $119K
|
3.69K
$306K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2K- 8.38% |
$104K - $125K
|
21.9K
$1.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.1K- 2.01% |
$109K - $131K
|
103K
$8.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.1K- 34.92% |
$109K - $132K
|
3.92K
$325K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.14K- 7.5% |
$111K - $134K
|
26.4K
$2.19M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.25K- 26.47% |
$116K - $141K
|
6.25K
$518K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.26K- 11.59% |
$117K - $141K
|
17.2K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-2.33K- 7.88% |
$121K - $146K
|
27.3K
$2.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.35K- 3.48% |
$122K - $147K
|
65.1K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.38K- 15.56% |
$123K - $149K
|
12.9K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.38K- 4.65% |
$123K - $149K
|
48.9K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.43K- 14.76% |
$126K - $152K
|
14K
$1.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.45K- 6.87% |
$127K - $154K
|
33.3K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.49K- 3.48% |
$129K - $156K
|
69K
$5.72M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.5K- 4.02% |
$130K - $157K
|
59.7K
$4.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.55K- 18.16% |
$132K - $160K
|
11.5K
$954K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.63K- 13.35% |
$136K - $165K
|
17.1K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.73K- 99.93% |
$141K - $171K
|
2
$166
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.91K- 45.4% |
$151K - $182K
|
3.5K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.11K- 7.82% |
$161K - $194K
|
36.6K
$3.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.15K- 13.33% |
$163K - $197K
|
20.5K
$1.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.25K- 3.51% |
$168K - $203K
|
89.3K
$7.4M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.45K- 42.79% |
$179K - $216K
|
4.61K
$382K
|