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 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.22K+ 183.03% |
$68.9K - $83.4K
|
1.89K
$157K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.21K+ 6.52% |
$68.4K - $82.7K
|
19.7K
$1.64M
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.2K+ 12.32% |
$68K - $82.3K
|
11K
$913K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.2K+ 7.11% |
$67.8K - $82.1K
|
18.1K
$1.5M
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.16K+ 165.43% |
$65.5K - $79.2K
|
1.86K
$155K
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.13K+ 29.98% |
$63.7K - $77.1K
|
4.88K
$406K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
987+ 1.68% |
$55.8K - $67.5K
|
59.6K
$4.96M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
934New |
$52.8K - $63.9K
|
934
$77.7K
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
900+ 5.45% |
$50.9K - $61.6K
|
17.4K
$1.45M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
834+ 9.03% |
$47.2K - $57.1K
|
10.1K
$838K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
827New |
$46.8K - $56.6K
|
827
$68.8K
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
816+ 1.76% |
$46.1K - $55.8K
|
47.2K
$3.93M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
769+ 21.56% |
$43.5K - $52.6K
|
4.34K
$361K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
741+ 0.75% |
$41.9K - $50.7K
|
99.6K
$8.29M
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
710New |
$40.1K - $48.6K
|
710
$59.1K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
705+ 12.16% |
$39.9K - $48.2K
|
6.51K
$541K
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
700+ 350.0% |
$39.6K - $47.9K
|
900
$74.9K
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
663+ 1.3% |
$37.5K - $45.4K
|
51.7K
$4.3M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
660New |
$37.3K - $45.2K
|
660
$54.9K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
655New |
$37K - $44.8K
|
655
$54.5K
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
549+ 0.29% |
$31K - $37.6K
|
192K
$15.9M
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
526+ 3.69% |
$29.7K - $36K
|
14.8K
$1.23M
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
434+ 0.59% |
$24.5K - $29.7K
|
74.2K
$6.17M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
406+ 3.97% |
$23K - $27.8K
|
10.6K
$884K
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
405+ 7.46% |
$22.9K - $27.7K
|
5.83K
$486K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
390New |
$22.1K - $26.7K
|
390
$32.5K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
390+ 1.4% |
$22.1K - $26.7K
|
28.2K
$2.35M
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
370+ 9.95% |
$20.9K - $25.3K
|
4.09K
$340K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
366New |
$20.7K - $25K
|
366
$30.5K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
326+ 0.63% |
$18.4K - $22.3K
|
51.7K
$4.3M
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
320New |
$18.1K - $21.9K
|
320
$26.6K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
312+ 1.36% |
$17.6K - $21.4K
|
23.3K
$1.94M
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
309+ 0.86% |
$17.5K - $21.1K
|
36.1K
$3M
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
297+ 1.59% |
$16.8K - $20.3K
|
19K
$1.58M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
290+ 0.8% |
$16.4K - $19.8K
|
36.6K
$3.05M
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
286+ 5.59% |
$16.2K - $19.6K
|
5.4K
$449K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
286+ 0.64% |
$16.2K - $19.6K
|
44.9K
$3.73M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
280+ 1.55% |
$15.8K - $19.2K
|
18.4K
$1.53M
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
271+ 0.89% |
$15.3K - $18.5K
|
30.6K
$2.55M
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
270New |
$15.3K - $18.5K
|
270
$22.5K
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
264+ 0.41% |
$14.9K - $18.1K
|
64.9K
$5.4M
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
242New |
$13.7K - $16.6K
|
242
$20.1K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
234+ 2.18% |
$13.2K - $16K
|
10.9K
$911K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
207New |
$11.7K - $14.2K
|
207
$17.2K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
207+ 5.8% |
$11.7K - $14.2K
|
3.77K
$314K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
203+ 14.08% |
$11.5K - $13.9K
|
1.65K
$137K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
192+ 11.38% |
$10.9K - $13.1K
|
1.88K
$156K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
190New |
$10.7K - $13K
|
190
$15.8K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
185+ 2.49% |
$10.5K - $12.7K
|
7.61K
$634K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
174New |
$9.84K - $11.9K
|
174
$14.5K
|