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 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
67+ 0.19% |
$3.83K - $4.32K
|
36.3K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49+ 0.24% |
$2.8K - $3.16K
|
20.2K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
40+ 31.75% |
$2.28K - $2.58K
|
166
$13.9K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 12.54% |
$2.17K - $2.45K
|
341
$28.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
35+ 0.52% |
$2K - $2.26K
|
6.71K
$562K
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
34+ 0.37% |
$1.94K - $2.19K
|
9.21K
$771K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22+ 0.24% |
$1.26K - $1.42K
|
9.1K
$762K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21+ 0.12% |
$1.2K - $1.35K
|
18.1K
$1.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11+ 0.1% |
$628 - $709
|
10.7K
$896K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
4+ 0.01% |
$228 - $258
|
27.2K
$2.28M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.09% |
$57.1 - $64.4
|
1.09K
$91.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-10- 0.23% |
$571 - $644
|
4.37K
$366K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-12- 3.51% |
$685 - $773
|
330
$27.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-15- 0.31% |
$856 - $967
|
4.82K
$404K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-18- 7.93% |
$1.03K - $1.16K
|
209
$17.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-30- 0.86% |
$1.71K - $1.93K
|
3.46K
$290K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-31- 0.38% |
$1.77K - $2K
|
8.12K
$681K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-37- 0.09% |
$2.11K - $2.38K
|
42.4K
$3.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-38- 53.52% |
$2.17K - $2.45K
|
33
$2.77K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-41- 0.79% |
$2.34K - $2.64K
|
5.14K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-48- 1.16% |
$2.74K - $3.09K
|
4.07K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 0.71% |
$2.85K - $3.22K
|
6.97K
$584K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 20.92% |
$2.85K - $3.22K
|
189
$15.8K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-56- 0.83% |
$3.2K - $3.61K
|
6.67K
$559K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-60- 0.01% |
$3.43K - $3.87K
|
419K
$35.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
SELL
|
- |
-62- 1.35% |
$3.54K - $4K
|
4.53K
$379K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-66- 0.4% |
$3.77K - $4.25K
|
16.5K
$1.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-66- 0.51% |
$3.77K - $4.25K
|
13K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-67- 1.07% |
$3.83K - $4.32K
|
6.18K
$518K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-75- 50.0% |
$4.28K - $4.83K
|
75
$6.29K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-75- 50.0% |
$4.28K - $4.83K
|
75
$6.29K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-79- 84.04% |
$4.51K - $5.09K
|
15
$1.26K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-82- 1.89% |
$4.68K - $5.28K
|
4.26K
$357K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-83- 0.4% |
$4.74K - $5.35K
|
20.4K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-85- 1.06% |
$4.85K - $5.48K
|
7.96K
$667K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-90- 0.48% |
$5.14K - $5.8K
|
18.8K
$1.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-90- 1.53% |
$5.14K - $5.8K
|
5.8K
$486K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-93- 0.33% |
$5.31K - $5.99K
|
27.8K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-114- 0.8% |
$6.51K - $7.35K
|
14.1K
$1.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-115- 0.37% |
$6.57K - $7.41K
|
30.6K
$2.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-120- 1.14% |
$6.85K - $7.73K
|
10.4K
$875K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-156- 9.15% |
$8.91K - $10.1K
|
1.55K
$130K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-158- 0.72% |
$9.02K - $10.2K
|
21.7K
$1.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-160- 3.69% |
$9.13K - $10.3K
|
4.18K
$350K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-167- 0.76% |
$9.53K - $10.8K
|
21.7K
$1.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-168- 26.5% |
$9.59K - $10.8K
|
466
$39.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-168- 0.31% |
$9.59K - $10.8K
|
54.8K
$4.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-168- 0.64% |
$9.59K - $10.8K
|
26.2K
$2.2M
|