Latest Institutional Transactions on Ishares Global Information Tec (IXN)
This table provides information on the latest institutional transactions involving Ishares Global Information Tec (IXN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
353+ 8.17% |
$28.5K - $31K
|
4.68K
$391K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-142- 4.12% |
$11.5K - $12.5K
|
3.31K
$277K
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-139- 20.56% |
$11.2K - $12.2K
|
537
$44.9K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
132New |
$10.6K - $11.6K
|
132
$11K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
200+ 0.23% |
$16.1K - $17.6K
|
85.9K
$7.18M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.15K- 1.49% |
$92.9K - $101K
|
75.9K
$6.35M
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
279+ 6.45% |
$22.5K - $24.5K
|
4.61K
$385K
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-900- 12.61% |
$72.6K - $79.1K
|
6.24K
$522K
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
109+ 0.41% |
$8.79K - $9.57K
|
26.4K
$2.21M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-19- 0.73% |
$1.53K - $1.67K
|
2.59K
$217K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
276+ 1.11% |
$22.3K - $24.2K
|
25.2K
$2.11M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
2.28KNew |
$184K - $201K
|
2.28K
$191K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.25K+ 39.72% |
$101K - $110K
|
4.39K
$367K
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-53- 1.64% |
$4.28K - $4.66K
|
3.17K
$265K
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-93- 0.49% |
$7.5K - $8.17K
|
19.1K
$1.59M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
289+ 1.36% |
$23.3K - $25.4K
|
21.5K
$1.8M
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-768- 1.33% |
$62K - $67.5K
|
57.1K
$4.78M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
439+ 1.08% |
$35.4K - $38.6K
|
41K
$3.43M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
7.96KNew |
$642K - $699K
|
7.96K
$665K
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.06K- 11.85% |
$166K - $181K
|
15.3K
$1.28M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
77New |
$6.21K - $6.76K
|
77
$6.44K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.32K- 9.88% |
$106K - $116K
|
12K
$1M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-235- 2.76% |
$19K - $20.6K
|
8.28K
$693K
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-219- 3.64% |
$17.7K - $19.2K
|
5.8K
$485K
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-414- 6.04% |
$33.4K - $36.4K
|
6.44K
$539K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
163+ 0.32% |
$13.1K - $14.3K
|
50.7K
$4.24M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-535- 1.46% |
$43.2K - $47K
|
36.1K
$3.02M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
15+ 0.09% |
$1.21K - $1.32K
|
16.1K
$1.34M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-622- 3.35% |
$50.2K - $54.6K
|
18K
$1.5M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-49- 0.25% |
$3.95K - $4.3K
|
19.7K
$1.65M
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-16- 0.11% |
$1.29K - $1.41K
|
14.5K
$1.21M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-12.3K- 68.93% |
$988K - $1.08M
|
5.52K
$462K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
415+ 4.23% |
$33.5K - $36.5K
|
10.2K
$854K
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
152+ 5.09% |
$12.3K - $13.4K
|
3.14K
$263K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-29- 0.32% |
$2.34K - $2.55K
|
8.99K
$752K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
627+ 16.66% |
$50.6K - $55.1K
|
4.39K
$367K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6New |
$484 - $527
|
6
$502
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
370+ 0.35% |
$29.8K - $32.5K
|
107K
$8.96M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-778- 2.21% |
$62.8K - $68.3K
|
34.5K
$2.88M
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8- 0.07% |
$645 - $703
|
10.8K
$903K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-362- 15.62% |
$29.2K - $31.8K
|
1.96K
$164K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
572+ 14.73% |
$46.1K - $50.2K
|
4.46K
$373K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3New |
$242 - $264
|
3
$251
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-115- 0.32% |
$9.28K - $10.1K
|
35.9K
$3.01M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
898+ 31.7% |
$72.4K - $78.9K
|
3.73K
$312K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-283- 1.16% |
$22.8K - $24.9K
|
24.1K
$2.01M
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.84KNew |
$391K - $425K
|
4.84K
$405K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.37KNew |
$191K - $208K
|
2.37K
$198K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-145- 0.65% |
$11.7K - $12.7K
|
22.3K
$1.87M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-653- 5.64% |
$52.7K - $57.4K
|
10.9K
$913K
|