Purchases and Sales Made in Q4 2022 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.5KNew |
$187K - $221K
|
4.5K
$373K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.47KNew |
$186K - $220K
|
4.47K
$371K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.1KNew |
$170K - $202K
|
4.1K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.78KNew |
$157K - $186K
|
3.78K
$313K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.66K+ 0.57% |
$152K - $180K
|
640K
$53M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.3KNew |
$137K - $162K
|
3.3K
$274K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
2.73K+ 11.56% |
$114K - $135K
|
26.4K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 33.44% |
$90.6K - $107K
|
8.7K
$722K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.09K+ 378.66% |
$87K - $103K
|
2.65K
$219K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.72K+ 3.72% |
$71.4K - $84.6K
|
47.9K
$3.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.71K+ 2.49% |
$71.1K - $84.2K
|
70.4K
$5.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.61K+ 3.7% |
$66.8K - $79.1K
|
45.1K
$3.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.44K+ 3.76% |
$59.7K - $70.7K
|
39.7K
$3.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.42KNew |
$59.1K - $70K
|
1.42K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.24K+ 9.9% |
$51.5K - $61K
|
13.8K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
1.15K+ 1.66% |
$47.7K - $56.5K
|
70.2K
$5.82M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.15KNew |
$47.6K - $56.4K
|
1.15K
$95K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1KNew |
$41.6K - $49.2K
|
1K
$82.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
910+ 18.39% |
$37.8K - $44.8K
|
5.86K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
876+ 100.0% |
$36.4K - $43.1K
|
1.75K
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
762New |
$31.7K - $37.5K
|
762
$63.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
730+ 82.02% |
$30.3K - $35.9K
|
1.62K
$134K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
656+ 3.48% |
$27.3K - $32.3K
|
19.5K
$1.62M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
621+ 56.2% |
$25.8K - $30.6K
|
1.73K
$143K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
603New |
$25.1K - $29.7K
|
603
$50K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
600New |
$24.9K - $29.5K
|
600
$49.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
513+ 4.96% |
$21.3K - $25.2K
|
10.9K
$900K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
512+ 10.06% |
$21.3K - $25.2K
|
5.6K
$464K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
491New |
$20.4K - $24.2K
|
491
$40.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
465New |
$19.3K - $22.9K
|
465
$38.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
450New |
$18.7K - $22.1K
|
450
$37.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
420New |
$17.5K - $20.7K
|
420
$34.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
408New |
$17K - $20.1K
|
408
$33.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
396+ 1.69% |
$16.5K - $19.5K
|
23.9K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
362New |
$15K - $17.8K
|
362
$30K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
322New |
$13.4K - $15.8K
|
322
$26.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
300New |
$12.5K - $14.8K
|
300
$24.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
284+ 36.41% |
$11.8K - $14K
|
1.06K
$88.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
247+ 2.36% |
$10.3K - $12.2K
|
10.7K
$888K
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
246+ 0.48% |
$10.2K - $12.1K
|
51.3K
$4.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
245+ 4.16% |
$10.2K - $12.1K
|
6.14K
$509K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
227+ 0.31% |
$9.43K - $11.2K
|
73.7K
$6.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
168New |
$6.98K - $8.27K
|
168
$13.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
167New |
$6.94K - $8.22K
|
167
$13.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
131+ 1.92% |
$5.44K - $6.45K
|
6.97K
$577K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
122+ 2.43% |
$5.07K - $6K
|
5.15K
$427K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
105New |
$4.36K - $5.17K
|
105
$8.71K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
81+ 4.13% |
$3.37K - $3.99K
|
2.04K
$169K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
80+ 21.22% |
$3.32K - $3.94K
|
457
$37.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
54New |
$2.24K - $2.66K
|
54
$4.48K
|