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 |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
46+ 1.56% |
$1.91K - $2.26K
|
3K
$250K
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
40+ 0.36% |
$1.66K - $1.97K
|
11.2K
$933K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
36+ 0.13% |
$1.5K - $1.77K
|
27.8K
$2.31M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
33New |
$1.37K - $1.62K
|
33
$2.75K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
30New |
$1.25K - $1.48K
|
30
$2.5K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
21New |
$873 - $1.03K
|
21
$1.75K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
18New |
$748 - $886
|
18
$1.5K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8+ 0.07% |
$332 - $394
|
11K
$917K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.39% |
$166 - $197
|
1.04K
$86.7K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.26% |
$166 - $197
|
1.55K
$129K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.53% |
$41.6 - $49.2
|
191
$15.9K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.41% |
$41.6 - $49.2
|
243
$20.2K
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.07% |
$41.6 - $49.2
|
1.5K
$124K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
$41.6 - $49.2
|
241
$20.1K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.35% |
$41.6 - $49.2
|
283
$23.6K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1New |
$41.6 - $49.2
|
1
$83.2
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3- 0.87% |
$125 - $148
|
342
$28.5K
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3Closed |
$125 - $148
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3- 6.82% |
$125 - $148
|
41
$3.41K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9- 0.64% |
$374 - $443
|
1.39K
$116K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-21- 1.91% |
$873 - $1.03K
|
1.08K
$89.6K
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-22- 2.82% |
$914 - $1.08K
|
757
$63K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-25- 53.19% |
$1.04K - $1.23K
|
22
$1.83K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-27- 0.17% |
$1.12K - $1.33K
|
16K
$1.33M
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-30- 0.25% |
$1.25K - $1.48K
|
11.9K
$993K
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-37- 46.84% |
$1.54K - $1.82K
|
42
$3.5K
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-39- 46.43% |
$1.62K - $1.92K
|
45
$3.75K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-39- 0.54% |
$1.62K - $1.92K
|
7.13K
$593K
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-48- 68.57% |
$1.99K - $2.36K
|
22
$1.83K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-50- 0.24% |
$2.08K - $2.46K
|
21K
$1.75M
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-63- 0.69% |
$2.62K - $3.1K
|
9.07K
$755K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-80- 2.24% |
$3.32K - $3.94K
|
3.49K
$290K
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-100- 1.0% |
$4.16K - $4.92K
|
9.94K
$827K
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-102- 0.85% |
$4.24K - $5.02K
|
11.9K
$986K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-115- 0.83% |
$4.78K - $5.66K
|
13.7K
$1.14M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-115- 1.57% |
$4.78K - $5.66K
|
7.22K
$601K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-116- 0.37% |
$4.82K - $5.71K
|
31.4K
$2.62M
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-121- 0.38% |
$5.03K - $5.96K
|
32K
$2.67M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-138- 0.96% |
$5.74K - $6.79K
|
14.2K
$1.18M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-144- 19.81% |
$5.98K - $7.09K
|
583
$48.5K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-146- 0.88% |
$6.07K - $7.19K
|
16.5K
$1.37M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-155- 4.46% |
$6.44K - $7.63K
|
3.32K
$276K
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-158- 0.16% |
$6.57K - $7.78K
|
95.9K
$7.98M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-202- 16.78% |
$8.4K - $9.94K
|
1K
$83.4K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-213- 0.55% |
$8.85K - $10.5K
|
38.2K
$3.18M
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-219- 89.75% |
$9.1K - $10.8K
|
25
$2.08K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-223- 21.82% |
$9.27K - $11K
|
799
$66.5K
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-227- 1.79% |
$9.43K - $11.2K
|
12.5K
$1.04M
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-228- 69.09% |
$9.48K - $11.2K
|
102
$8.49K
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-233- 4.76% |
$9.68K - $11.5K
|
4.67K
$388K
|