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 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-49- 1.72% |
$2.77K - $3.35K
|
2.81K
$233K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-50- 1.04% |
$2.83K - $3.42K
|
4.77K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-60- 0.09% |
$3.39K - $4.11K
|
69.8K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-62- 0.3% |
$3.51K - $4.24K
|
20.8K
$1.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-75- 12.84% |
$4.24K - $5.13K
|
509
$42.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-80- 12.7% |
$4.52K - $5.47K
|
550
$45.8K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-98- 21.44% |
$5.54K - $6.71K
|
359
$29.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-98- 21.44% |
$5.54K - $6.71K
|
359
$29.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-99- 1.48% |
$5.6K - $6.77K
|
6.61K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-117- 0.59% |
$6.62K - $8.01K
|
19.8K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-126- 3.42% |
$7.12K - $8.62K
|
3.56K
$296K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-130- 0.57% |
$7.35K - $8.9K
|
22.9K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-136- 2.27% |
$7.69K - $9.31K
|
5.85K
$487K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-140- 3.26% |
$7.92K - $9.58K
|
4.16K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-145- 8.38% |
$8.2K - $9.92K
|
1.59K
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-161- 3.83% |
$9.1K - $11K
|
4.04K
$336K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-165- 0.85% |
$9.33K - $11.3K
|
19.3K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-173- 2.59% |
$9.78K - $11.8K
|
6.5K
$541K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-178- 0.65% |
$10.1K - $12.2K
|
27.1K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-182- 0.69% |
$10.3K - $12.5K
|
26K
$2.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-194- 24.81% |
$11K - $13.3K
|
588
$48.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-221- 1.28% |
$12.5K - $15.1K
|
17K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-245- 0.95% |
$13.9K - $16.8K
|
25.7K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-252- 2.41% |
$14.2K - $17.2K
|
10.2K
$848K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-253- 0.88% |
$14.3K - $17.3K
|
28.6K
$2.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-254- 2.06% |
$14.4K - $17.4K
|
12.1K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-260- 0.94% |
$14.7K - $17.8K
|
27.3K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-276- 0.21% |
$15.6K - $18.9K
|
129K
$10.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-294- 8.39% |
$16.6K - $20.1K
|
3.21K
$267K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-300- 2.14% |
$17K - $20.5K
|
13.7K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-318- 1.82% |
$18K - $21.8K
|
17.1K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-328- 4.71% |
$18.5K - $22.4K
|
6.64K
$553K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-330- 4.05% |
$18.7K - $22.6K
|
7.82K
$651K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-343- 3.21% |
$19.4K - $23.5K
|
10.4K
$862K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-344- 4.32% |
$19.4K - $23.5K
|
7.62K
$634K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-351- 2.75% |
$19.8K - $24K
|
12.4K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-399- 2.17% |
$22.6K - $27.3K
|
18K
$1.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-400- 1.54% |
$22.6K - $27.4K
|
25.6K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-402- 4.37% |
$22.7K - $27.5K
|
8.8K
$733K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-403- 2.27% |
$22.8K - $27.6K
|
17.4K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-410- 0.62% |
$23.2K - $28.1K
|
65.7K
$5.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-422- 6.83% |
$23.9K - $28.9K
|
5.76K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-430- 8.51% |
$24.3K - $29.4K
|
4.62K
$385K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-450- 1.74% |
$25.4K - $30.8K
|
25.5K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-450- 4.07% |
$25.4K - $30.8K
|
10.6K
$883K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-459- 4.92% |
$26K - $31.4K
|
8.87K
$738K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-498- 7.96% |
$28.2K - $34.1K
|
5.76K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-506- 53.15% |
$28.6K - $34.6K
|
446
$37.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-522- 9.42% |
$29.5K - $35.7K
|
5.02K
$418K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-524- 1.54% |
$29.6K - $35.9K
|
33.6K
$2.79M
|