Purchases and Sales Made in Q4 2023 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
700K+ 686141.19% |
$39.6M - $47.9M
|
700K
$58.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
543K+ 5858.35% |
$30.7M - $37.2M
|
552K
$46M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
254K+ 9.68% |
$14.4M - $17.4M
|
2.88M
$240M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
194KNew |
$11M - $13.3M
|
194K
$16.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
99.6KNew |
$5.63M - $6.82M
|
99.6K
$8.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.1K+ 22.39% |
$3.57M - $4.31M
|
345K
$28.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
56.6KNew |
$3.2M - $3.88M
|
56.6K
$4.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53K+ 11.83% |
$2.99M - $3.62M
|
501K
$41.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
52.8KNew |
$2.99M - $3.61M
|
52.8K
$4.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
49.3KNew |
$2.79M - $3.37M
|
49.3K
$4.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
48.7KNew |
$2.75M - $3.33M
|
48.7K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.6K+ 43.95% |
$2.69M - $3.25M
|
156K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
47KNew |
$2.66M - $3.22M
|
47K
$3.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
45.1K+ 21.75% |
$2.55M - $3.09M
|
253K
$21M
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
44.9KNew |
$2.54M - $3.07M
|
44.9K
$3.73M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
41.2KNew |
$2.33M - $2.82M
|
41.2K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.7K+ 4.25% |
$1.85M - $2.24M
|
801K
$66.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
32.1K+ 22.88% |
$1.82M - $2.2M
|
172K
$14.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
31.1KNew |
$1.76M - $2.13M
|
31.1K
$2.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.8K+ 29.69% |
$1.51M - $1.83M
|
117K
$9.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
24.9K+ 88.96% |
$1.41M - $1.7M
|
52.9K
$4.4M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
23.3KNew |
$1.32M - $1.6M
|
23.3K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.4K+ 60.67% |
$1.27M - $1.53M
|
59.3K
$4.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
20.6K+ 40.29% |
$1.16M - $1.41M
|
71.7K
$5.97M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
16.9KNew |
$956K - $1.16M
|
16.9K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
16.1KNew |
$909K - $1.1M
|
16.1K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9K+ 18.96% |
$788K - $954K
|
87.5K
$7.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
12.8KNew |
$723K - $876K
|
12.8K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12.6K+ 66.75% |
$710K - $859K
|
31.4K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.6K+ 104.92% |
$658K - $797K
|
22.7K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
10.6KNew |
$599K - $726K
|
10.6K
$882K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.31K+ 12.48% |
$526K - $637K
|
83.9K
$6.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
9.25KNew |
$523K - $633K
|
9.25K
$770K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
8.03KNew |
$454K - $549K
|
8.03K
$668K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.03K+ 1.64% |
$454K - $549K
|
498K
$41.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
7.89KNew |
$446K - $540K
|
7.89K
$657K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.95K+ 10.66% |
$393K - $475K
|
72.1K
$6M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.81KNew |
$385K - $466K
|
6.81K
$567K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
6.38KNew |
$360K - $436K
|
6.38K
$531K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.05KNew |
$342K - $414K
|
6.05K
$504K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.04K+ 47.87% |
$341K - $413K
|
18.6K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
5.9K+ 21.53% |
$333K - $403K
|
33.3K
$2.77M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.68KNew |
$321K - $389K
|
5.68K
$473K
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.31K+ 0.77% |
$300K - $363K
|
696K
$57.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
5.19KNew |
$293K - $355K
|
5.19K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.08K+ 10.15% |
$287K - $348K
|
55.2K
$4.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
5.06K+ 4.67% |
$286K - $346K
|
113K
$9.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.96K+ 25.31% |
$280K - $339K
|
24.6K
$2.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.83K+ 11.79% |
$273K - $331K
|
45.8K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.66K+ 10.07% |
$264K - $319K
|
51K
$4.24M
|