Purchases and Sales Made in Q3 2023 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.61K+ 4.57% |
$92.1K - $104K
|
36.9K
$3.06M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.42K+ 37.19% |
$81.2K - $91.6K
|
5.25K
$435K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.4K+ 6.34% |
$79.7K - $90K
|
23.4K
$1.94M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.33KNew |
$75.7K - $85.4K
|
1.33K
$110K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.27K+ 17.77% |
$72.7K - $82.1K
|
8.45K
$700K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.18K+ 7.09% |
$67.3K - $75.9K
|
17.8K
$1.47M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16K+ 0.56% |
$66.3K - $74.9K
|
207K
$17.2M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.16K+ 0.56% |
$66.3K - $74.9K
|
207K
$17.2M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.1K+ 9.51% |
$63K - $71.1K
|
12.7K
$1.05M
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.06K+ 3.06% |
$60.5K - $68.3K
|
35.7K
$2.96M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 0.23% |
$58.9K - $66.4K
|
448K
$37.1M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
998+ 6.85% |
$57K - $64.3K
|
15.6K
$1.29M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
993+ 58.9% |
$56.7K - $64K
|
2.68K
$222K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
993+ 0.35% |
$56.7K - $64K
|
282K
$23.3M
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
879+ 0.46% |
$50.2K - $56.6K
|
191K
$15.8M
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
795New |
$45.4K - $51.2K
|
795
$65.9K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
700New |
$40K - $45.1K
|
700
$58K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
660+ 11000.0% |
$37.7K - $42.5K
|
666
$55.2K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
600+ 35.84% |
$34.3K - $38.7K
|
2.27K
$189K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
575New |
$32.8K - $37.1K
|
575
$47.7K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
500+ 4.72% |
$28.5K - $32.2K
|
11.1K
$920K
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
481+ 1.18% |
$27.5K - $31K
|
41.4K
$3.43M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
439+ 1.03% |
$25.1K - $28.3K
|
43K
$3.56M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
439+ 9.66% |
$25.1K - $28.3K
|
4.99K
$413K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
389+ 8.23% |
$22.2K - $25.1K
|
5.11K
$424K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
366New |
$20.9K - $23.6K
|
366
$30.3K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
323+ 4.48% |
$18.4K - $20.8K
|
7.54K
$625K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
311New |
$17.8K - $20K
|
311
$25.8K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
298+ 5.68% |
$17K - $19.2K
|
5.54K
$460K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
266New |
$15.2K - $17.1K
|
266
$22.1K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
237New |
$13.5K - $15.3K
|
237
$19.6K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
231+ 1.25% |
$13.2K - $14.9K
|
18.7K
$1.55M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
228New |
$13K - $14.7K
|
228
$18.9K
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
214+ 0.46% |
$12.2K - $13.8K
|
46.4K
$3.85M
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
208+ 5.06% |
$11.9K - $13.4K
|
4.32K
$358K
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
204+ 5.8% |
$11.6K - $13.1K
|
3.72K
$308K
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
200New |
$11.4K - $12.9K
|
200
$16.6K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
194+ 32.99% |
$11.1K - $12.5K
|
782
$64.8K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
192+ 1.92% |
$11K - $12.4K
|
10.2K
$847K
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
177+ 5.22% |
$10.1K - $11.4K
|
3.57K
$296K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
168+ 0.36% |
$9.59K - $10.8K
|
46.3K
$3.84M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
153New |
$8.73K - $9.86K
|
153
$12.7K
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
113+ 0.81% |
$6.45K - $7.28K
|
14K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
111+ 0.97% |
$6.34K - $7.15K
|
11.5K
$955K
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
101+ 1.09% |
$5.77K - $6.51K
|
9.33K
$774K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
98+ 27.3% |
$5.59K - $6.32K
|
457
$37.9K
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
92+ 3.12% |
$5.25K - $5.93K
|
3.04K
$252K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
89+ 4.4% |
$5.08K - $5.74K
|
2.11K
$175K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
75+ 0.6% |
$4.28K - $4.83K
|
12.5K
$1.04M
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
BUY
|
- |
74+ 0.27% |
$4.22K - $4.77K
|
27.3K
$2.27M
|