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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
168New |
$9.5K - $11.5K
|
168
$14K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
133+ 1.21% |
$7.52K - $9.1K
|
11.1K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
124+ 4.57% |
$7.01K - $8.49K
|
2.84K
$236K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
124+ 0.8% |
$7.01K - $8.49K
|
15.7K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
120+ 0.44% |
$6.78K - $8.21K
|
27.3K
$2.27M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
119New |
$6.73K - $8.14K
|
119
$9.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
104+ 0.23% |
$5.88K - $7.12K
|
44.6K
$3.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
100New |
$5.65K - $6.84K
|
100
$8.32K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76+ 1.73% |
$4.3K - $5.2K
|
4.48K
$372K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
66+ 3.41% |
$3.73K - $4.52K
|
2K
$167K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
64New |
$3.62K - $4.38K
|
64
$5.33K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
62+ 0.14% |
$3.51K - $4.24K
|
44.5K
$3.71M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
50+ 23.92% |
$2.83K - $3.42K
|
259
$21.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
32+ 88.89% |
$1.81K - $2.19K
|
68
$5.66K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
30+ 0.27% |
$1.7K - $2.05K
|
11.1K
$925K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
26+ 0.07% |
$1.47K - $1.78K
|
36.3K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 4.56% |
$1.41K - $1.71K
|
573
$47.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
25+ 0.48% |
$1.41K - $1.71K
|
5.27K
$439K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
20+ 0.12% |
$1.13K - $1.37K
|
16.9K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15+ 0.3% |
$848 - $1.03K
|
5.07K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15+ 0.3% |
$848 - $1.03K
|
4.95K
$412K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15+ 0.14% |
$848 - $1.03K
|
10.5K
$878K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 0.29% |
$565 - $684
|
3.47K
$289K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10+ 200.0% |
$565 - $684
|
15
$1.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.07% |
$565 - $684
|
14.2K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.3% |
$226 - $274
|
1.34K
$112K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.2% |
$170 - $205
|
1.51K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.08% |
$170 - $205
|
3.86K
$321K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3+ 0.08% |
$170 - $205
|
3.85K
$320K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2+ 0.1% |
$113 - $137
|
1.99K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.13% |
$113 - $137
|
1.55K
$129K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.18% |
$113 - $137
|
1.09K
$90.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2+ 0.02% |
$113 - $137
|
12.8K
$1.06M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.02% |
$56.5 - $68.4
|
5.29K
$440K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.07% |
$56.5 - $68.4
|
1.5K
$125K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$56.5 - $68.4
|
13.4K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$56.5 - $68.4
|
4.26K
$355K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.41% |
$56.5 - $68.4
|
243
$20.2K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.04% |
$56.5 - $68.4
|
2.76K
$230K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-3- 0.03% |
$170 - $205
|
9.49K
$790K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-5- 0.04% |
$283 - $342
|
11.8K
$982K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-8- 0.2% |
$452 - $547
|
3.97K
$331K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-10- 0.24% |
$565 - $684
|
4.17K
$347K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-11- 0.1% |
$622 - $753
|
11K
$917K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-13- 0.19% |
$735 - $890
|
6.97K
$580K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-16- 0.25% |
$905 - $1.09K
|
6.5K
$541K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-18- 5.94% |
$1.02K - $1.23K
|
285
$23.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19- 0.9% |
$1.07K - $1.3K
|
2.09K
$174K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-37- 1.22% |
$2.09K - $2.53K
|
3K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-40- 24.1% |
$2.26K - $2.74K
|
126
$10.5K
|