Purchases and Sales Made in Q4 2021 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q4 2021. 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 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
257+ 0.99% |
$14.3K - $16.8K
|
26.2K
$2.19M
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
241New |
$13.4K - $15.8K
|
241
$20.2K
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
240New |
$13.4K - $15.7K
|
240
$20.1K
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
232+ 0.55% |
$12.9K - $15.2K
|
42.6K
$3.56M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
201+ 15.33% |
$11.2K - $13.2K
|
1.51K
$126K
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
197New |
$11K - $12.9K
|
197
$16.5K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
178New |
$9.93K - $11.7K
|
178
$14.9K
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
163+ 1.0% |
$9.09K - $10.7K
|
16.5K
$1.38M
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
151New |
$8.42K - $9.89K
|
151
$12.6K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
142+ 1.16% |
$7.92K - $9.3K
|
12.4K
$1.03M
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
129+ 3.84% |
$7.2K - $8.45K
|
3.49K
$292K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
114New |
$6.36K - $7.46K
|
114
$9.53K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
102New |
$5.69K - $6.68K
|
102
$8.53K
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
96New |
$5.35K - $6.29K
|
96
$8.03K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
92New |
$5.13K - $6.02K
|
92
$7.69K
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
92+ 27.88% |
$5.13K - $6.02K
|
422
$35.3K
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
90New |
$5.02K - $5.89K
|
90
$7.53K
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
84New |
$4.69K - $5.5K
|
84
$7.03K
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
75New |
$4.18K - $4.91K
|
75
$6.27K
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
72New |
$4.02K - $4.71K
|
72
$6.02K
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
69New |
$3.85K - $4.52K
|
69
$5.77K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 139.58% |
$3.74K - $4.39K
|
115
$9.62K
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
66New |
$3.68K - $4.32K
|
66
$5.52K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
64+ 1.68% |
$3.57K - $4.19K
|
3.87K
$324K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
59+ 1.08% |
$3.29K - $3.86K
|
5.52K
$462K
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
55+ 0.16% |
$3.07K - $3.6K
|
33.5K
$2.8M
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
54New |
$3.01K - $3.54K
|
54
$4.52K
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
49New |
$2.73K - $3.21K
|
49
$4.1K
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
44+ 0.65% |
$2.45K - $2.88K
|
6.78K
$567K
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
31New |
$1.73K - $2.03K
|
31
$2.59K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
26New |
$1.45K - $1.7K
|
26
$2.17K
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
22+ 0.09% |
$1.23K - $1.44K
|
24.8K
$2.08M
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20+ 0.22% |
$1.12K - $1.31K
|
8.96K
$749K
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
20+ 62.5% |
$1.12K - $1.31K
|
52
$4.35K
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
19+ 0.15% |
$1.06K - $1.24K
|
12.4K
$1.03M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18+ 0.4% |
$1K - $1.18K
|
4.54K
$379K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.11% |
$948 - $1.11K
|
16K
$1.34M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15+ 0.24% |
$837 - $982
|
6.35K
$531K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14New |
$781 - $917
|
14
$1.17K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
6+ 0.11% |
$335 - $393
|
5.34K
$447K
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
6+ 0.05% |
$335 - $393
|
11.9K
$994K
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
4+ 0.22% |
$223 - $262
|
1.79K
$150K
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.25% |
$112 - $131
|
801
$67K
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.21% |
$112 - $131
|
946
$79.1K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1Closed |
$55.8 - $65.5
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-11- 0.29% |
$614 - $720
|
3.76K
$314K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13- 0.26% |
$725 - $851
|
4.91K
$410K
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-16- 44.44% |
$892 - $1.05K
|
20
$1.67K
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-40- 1.07% |
$2.23K - $2.62K
|
3.68K
$308K
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-40- 0.97% |
$2.23K - $2.62K
|
4.07K
$340K
|