1 North Wealth Services LLC Ishares Global Information Tec Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	$80.67 - $87.84 $14,197 - $15,459	-176 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$29.92 - $35.2 $5,265 - $6,195	176 New	176 $37,000

Others Institutions Holding IXN

# of Institutions

495

Shares Held

33M

Call Options Held

3.2K

Put Options Held

500

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.8M
Shares

$419 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

2.62M
Shares

$228 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

2.27M
Shares

$199 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.86M
Shares

$163 Million
2.2% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.39M
Shares

$122 Million
2.33% of portfolio

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