Purchases and Sales Made in Q3 2024 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q3 2024. 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 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
365+ 13.92% |
$26.6K - $32.1K
|
2.99K
$248K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
335New |
$24.5K - $29.4K
|
335
$27.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
294+ 1.41% |
$21.5K - $25.8K
|
21.2K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
294+ 6.13% |
$21.5K - $25.8K
|
5.09K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
285+ 1.65% |
$20.8K - $25K
|
17.5K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
285+ 1.43% |
$20.8K - $25K
|
20.2K
$1.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
266New |
$19.4K - $23.4K
|
266
$22.1K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
264+ 10.75% |
$19.3K - $23.2K
|
2.72K
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
238+ 9.24% |
$17.4K - $20.9K
|
2.81K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
229New |
$16.7K - $20.1K
|
229
$19K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
224+ 0.88% |
$16.4K - $19.7K
|
25.7K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
223+ 10.32% |
$16.3K - $19.6K
|
2.38K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
182+ 4.49% |
$13.3K - $16K
|
4.24K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
172+ 39.36% |
$12.6K - $15.1K
|
609
$50.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
155+ 4.03% |
$11.3K - $13.6K
|
4K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
152+ 0.15% |
$11.1K - $13.3K
|
104K
$8.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
- |
145New |
$10.6K - $12.7K
|
145
$12K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
127+ 0.22% |
$9.27K - $11.2K
|
57.9K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
115New |
$8.4K - $10.1K
|
115
$9.53K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
112+ 430.77% |
$8.18K - $9.83K
|
138
$11.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
111New |
$8.1K - $9.75K
|
111
$9.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
111+ 2.66% |
$8.1K - $9.75K
|
4.28K
$355K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
110New |
$8.03K - $9.66K
|
110
$9.12K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
107+ 2.31% |
$7.81K - $9.4K
|
4.74K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
106+ 0.4% |
$7.74K - $9.31K
|
26.5K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
104+ 2.47% |
$7.59K - $9.13K
|
4.32K
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
101+ 1.33% |
$7.37K - $8.87K
|
7.7K
$638K
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
90+ 0.34% |
$6.57K - $7.9K
|
26.3K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
80+ 0.63% |
$5.84K - $7.02K
|
12.8K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
80+ 2.14% |
$5.84K - $7.02K
|
3.81K
$316K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
57+ 2.28% |
$4.16K - $5.01K
|
2.56K
$212K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
51New |
$3.72K - $4.48K
|
51
$4.23K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
30New |
$2.19K - $2.63K
|
30
$2.49K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
24+ 0.16% |
$1.75K - $2.11K
|
14.6K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.13% |
$949 - $1.14K
|
10.2K
$843K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
8+ 0.06% |
$584 - $702
|
13.6K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6New |
$438 - $527
|
6
$497
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
5+ 0.0% |
$365 - $439
|
133K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.05% |
$146 - $176
|
4.17K
$345K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2- 0.04% |
$146 - $176
|
5.26K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6- 2.0% |
$438 - $527
|
294
$24.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 1.77% |
$657 - $790
|
500
$41.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12- 0.2% |
$876 - $1.05K
|
6.02K
$499K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-14- 0.23% |
$1.02K - $1.23K
|
6.18K
$512K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16- 1.06% |
$1.17K - $1.4K
|
1.49K
$124K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-18- 19.35% |
$1.31K - $1.58K
|
75
$6.22K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-22- 3.85% |
$1.61K - $1.93K
|
550
$45.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-23- 0.33% |
$1.68K - $2.02K
|
6.85K
$568K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27- 0.14% |
$1.97K - $2.37K
|
19K
$1.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-27- 0.11% |
$1.97K - $2.37K
|
25.6K
$2.12M
|