Values Added Financial LLC Ishares Global Information Tec Transaction History

Values Added Financial LLC

$225 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$75.73 - $88.4 $205,152 - $239,475	2,709 New	2,709 $205 Million

Others Institutions Holding IXN

# of Institutions

517

Shares Held

27.5M

Call Options Held

4.6K

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3M
Shares

$317 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

2.42M
Shares

$256 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

2.18M
Shares

$231 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.05M
Shares

$111 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.05M
Shares

$111 Million
0.02% of portfolio

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