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 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.21K- 2.31% |
$69K - $77.9K
|
51.1K
$4.28M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 14.01% |
$69.1K - $78K
|
7.43K
$623K
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.28K- 15.76% |
$72.9K - $82.3K
|
6.83K
$572K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.36K- 3.72% |
$77.6K - $87.6K
|
35.2K
$2.95M
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.37K- 4.4% |
$77.9K - $88K
|
29.7K
$2.49M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.39K- 1.8% |
$79.5K - $89.8K
|
76K
$6.37M
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.41K- 43.99% |
$80.5K - $90.9K
|
1.8K
$150K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.47K- 5.12% |
$84K - $94.8K
|
27.3K
$2.28M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.52K- 1.1% |
$86.7K - $97.8K
|
137K
$11.4M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.71K- 5.2% |
$97.6K - $110K
|
31.2K
$2.61M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.73K- 5.66% |
$98.9K - $112K
|
28.8K
$2.42M
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.74K- 0.35% |
$99.5K - $112K
|
490K
$41.1M
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-1.79K- 9.32% |
$102K - $116K
|
17.5K
$1.46M
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.82K- 6.57% |
$104K - $117K
|
25.9K
$2.17M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.94K- 14.79% |
$111K - $125K
|
11.2K
$936K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.95K- 9.52% |
$111K - $126K
|
18.5K
$1.55M
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2K- 6.89% |
$114K - $129K
|
27K
$2.27M
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.09K- 14.05% |
$119K - $135K
|
12.8K
$1.07M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.14K- 3.59% |
$122K - $138K
|
57.6K
$4.83M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.42K- 10.41% |
$138K - $156K
|
20.8K
$1.75M
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-2.52K- 32.5% |
$144K - $162K
|
5.23K
$438K
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.57K- 5.14% |
$147K - $166K
|
47.4K
$3.98M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.07K- 25.74% |
$175K - $198K
|
8.87K
$743K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-3.21K- 35.05% |
$183K - $207K
|
5.95K
$499K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.25K- 20.32% |
$186K - $210K
|
12.8K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.29K- 2.91% |
$188K - $212K
|
110K
$9.18M
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-3.92K- 62.95% |
$224K - $253K
|
2.31K
$193K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.93K- 14.58% |
$224K - $253K
|
23K
$1.93M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.25K- 4.76% |
$243K - $274K
|
85K
$7.13M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.47K- 4.85% |
$255K - $288K
|
87.8K
$7.35M
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-4.5K- 3.99% |
$257K - $290K
|
108K
$9.08M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.82K- 4.61% |
$275K - $311K
|
99.7K
$8.35M
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-4.89K- 0.7% |
$279K - $315K
|
691K
$57.9M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.12K- 8.85% |
$292K - $330K
|
52.7K
$4.42M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.96K- 0.77% |
$340K - $384K
|
769K
$64.4M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.07K- 39.58% |
$346K - $391K
|
9.26K
$776K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.73K- 19.05% |
$556K - $627K
|
41.3K
$3.46M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.8K- 9.06% |
$616K - $695K
|
108K
$9.07M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.3K- 11.1% |
$646K - $729K
|
90.7K
$7.6M
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-12K- 31.68% |
$686K - $775K
|
25.9K
$2.17M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.2K- 6.8% |
$756K - $854K
|
182K
$15.2M
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-15.6K- 12.27% |
$890K - $1.01M
|
111K
$9.34M
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-15.8K- 15.39% |
$902K - $1.02M
|
86.8K
$7.28M
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-16.2K- 36.67% |
$926K - $1.04M
|
28K
$2.35M
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-17.5K- 7.35% |
$1M - $1.13M
|
221K
$18.5M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-31.2K- 62.41% |
$1.78M - $2.01M
|
18.8K
$1.58M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-33.9K- 89.83% |
$1.94M - $2.19M
|
3.84K
$322K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-47.5K- 4.5% |
$2.71M - $3.06M
|
1.01M
$84.5M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-51.1K- 4.39% |
$2.92M - $3.29M
|
1.11M
$93.3M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57.6K- 6.2% |
$3.29M - $3.71M
|
871K
$73M
|