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 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
152+ 5.09% |
$12.3K - $13.4K
|
3.14K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-29- 0.32% |
$2.34K - $2.55K
|
8.99K
$706K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6New |
$484 - $527
|
6
$471
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
370+ 0.35% |
$29.8K - $32.5K
|
107K
$8.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-778- 2.21% |
$62.8K - $68.3K
|
34.5K
$2.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8- 0.07% |
$645 - $703
|
10.8K
$847K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-362- 15.62% |
$29.2K - $31.8K
|
1.96K
$153K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
572+ 14.73% |
$46.1K - $50.2K
|
4.46K
$350K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3New |
$242 - $264
|
3
$235
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-115- 0.32% |
$9.28K - $10.1K
|
35.9K
$2.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
898+ 31.7% |
$72.4K - $78.9K
|
3.73K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-283- 1.16% |
$22.8K - $24.9K
|
24.1K
$1.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.84KNew |
$391K - $425K
|
4.84K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.37KNew |
$191K - $208K
|
2.37K
$186K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-145- 0.65% |
$11.7K - $12.7K
|
22.3K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-653- 5.64% |
$52.7K - $57.4K
|
10.9K
$857K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.2K- 21.42% |
$96.9K - $105K
|
4.41K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.4KNew |
$194K - $211K
|
2.4K
$188K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5+ 0.06% |
$403 - $439
|
8.89K
$698K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-55- 0.1% |
$4.44K - $4.83K
|
52.6K
$4.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-5.47K- 61.5% |
$441K - $480K
|
3.43K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 5.0% |
$2.02K - $2.2K
|
475
$37.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.87K+ 0.97% |
$151K - $165K
|
196K
$15.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.23% |
$80.7 - $87.8
|
445
$34.9K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-356K- 99.26% |
$28.7M - $31.3M
|
2.65K
$208K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
3+ 0.01% |
$242 - $264
|
21.4K
$1.68M
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.38K+ 5.53% |
$100K - $121K
|
26.2K
$2.06M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
2.48KNew |
$181K - $218K
|
2.48K
$195K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.66KNew |
$267K - $321K
|
3.66K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
846New |
$61.8K - $74.3K
|
846
$66.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.71K+ 55.5% |
$124K - $150K
|
4.78K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1KNew |
$73K - $87.8K
|
1K
$78.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-31- 1.02% |
$2.26K - $2.72K
|
3K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-61- 1.99% |
$4.45K - $5.36K
|
3K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-31- 0.58% |
$2.26K - $2.72K
|
5.3K
$416K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
494New |
$36.1K - $43.4K
|
494
$38.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
9.61K+ 100.0% |
$702K - $844K
|
19.2K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
6.52KNew |
$476K - $573K
|
6.52K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-6- 2.0% |
$438 - $527
|
294
$23.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
223+ 10.32% |
$16.3K - $19.6K
|
2.38K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-900- 2.85% |
$65.7K - $79K
|
30.6K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-516- 4.03% |
$37.7K - $45.3K
|
12.3K
$964K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-14- 0.23% |
$1.02K - $1.23K
|
6.18K
$485K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.2M+ 181.0% |
$87.6M - $105M
|
1.86M
$146M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
335New |
$24.5K - $29.4K
|
335
$26.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-374- 94.92% |
$27.3K - $32.8K
|
20
$1.57K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
80+ 2.14% |
$5.84K - $7.02K
|
3.81K
$299K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-3.66K- 44.85% |
$267K - $321K
|
4.5K
$353K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-135- 32.37% |
$9.86K - $11.9K
|
282
$22.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.64K- 34.78% |
$192K - $231K
|
4.94K
$388K
|
|