Purchases and Sales Made in Q2 2024 in Ishares Global Information Tec (IXN)
This table provides information about the institutional ownership of Ishares Global Information Tec (IXN) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.17K+ 6.2% |
$218K - $269K
|
54.3K
$4.56M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.99KNew |
$206K - $254K
|
2.99K
$251K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.88K+ 12.22% |
$198K - $244K
|
26.4K
$2.22M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.77K+ 14.92% |
$191K - $235K
|
21.4K
$1.79M
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.73K+ 227.77% |
$188K - $232K
|
3.93K
$330K
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.7KNew |
$186K - $229K
|
2.7K
$226K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.69K+ 1.05% |
$185K - $228K
|
258K
$21.6M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.68KNew |
$184K - $227K
|
2.68K
$224K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.64K+ 11.39% |
$182K - $224K
|
25.8K
$2.17M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.62KNew |
$180K - $222K
|
2.62K
$220K
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.62KNew |
$180K - $222K
|
2.62K
$220K
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.61KNew |
$179K - $221K
|
2.61K
$219K
|
|
Jul 23, 2024
Q2 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.6KNew |
$179K - $220K
|
2.6K
$218K
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.6KNew |
$179K - $220K
|
2.6K
$218K
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.58K+ 13.92% |
$177K - $219K
|
21.1K
$1.77M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.56KNew |
$176K - $217K
|
2.56K
$215K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.55KNew |
$175K - $216K
|
2.55K
$214K
|
|
Jul 19, 2024
Q2 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
2.51KNew |
$172K - $213K
|
2.51K
$210K
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.5KNew |
$172K - $212K
|
2.5K
$210K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.5KNew |
$172K - $212K
|
2.5K
$210K
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.46KNew |
$169K - $208K
|
2.46K
$206K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.39KNew |
$164K - $203K
|
2.39K
$200K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.07K+ 2.98% |
$142K - $175K
|
71.4K
$5.99M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.01K+ 10.64% |
$138K - $170K
|
20.9K
$1.75M
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.9K+ 5.19% |
$130K - $161K
|
38.4K
$3.22M
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.87K+ 3.88% |
$129K - $159K
|
50.2K
$4.21M
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.84K+ 3.36% |
$126K - $156K
|
56.6K
$4.75M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.64K+ 6.01% |
$113K - $139K
|
28.9K
$2.43M
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.51K+ 59.21% |
$104K - $128K
|
4.05K
$340K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.49K+ 5.27% |
$102K - $126K
|
29.7K
$2.49M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.48K+ 187.85% |
$102K - $126K
|
2.27K
$191K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.48K+ 1.44% |
$101K - $125K
|
104K
$8.72M
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.39K+ 7.68% |
$95.2K - $117K
|
19.4K
$1.63M
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.38K+ 7.87% |
$94.7K - $117K
|
18.9K
$1.58M
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 1.27% |
$89.5K - $110K
|
104K
$8.68M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 1.99% |
$88.9K - $110K
|
66.4K
$5.57M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.29K+ 46.81% |
$88.9K - $110K
|
4.06K
$340K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.17K+ 0.45% |
$80.3K - $99.1K
|
260K
$21.8M
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
1.17K+ 2.63% |
$80.2K - $99K
|
45.5K
$3.81M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.17K+ 1.0% |
$80.1K - $98.8K
|
118K
$9.87M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.16K+ 5.95% |
$79.5K - $98.1K
|
20.6K
$1.73M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.15KNew |
$79.2K - $97.7K
|
1.15K
$96.6K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.02K+ 19.44% |
$69.9K - $86.2K
|
6.25K
$524K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
799+ 0.86% |
$54.9K - $67.8K
|
94.2K
$7.9M
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
752+ 0.97% |
$51.7K - $63.8K
|
78.2K
$6.56M
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
745+ 0.91% |
$51.2K - $63.2K
|
82.5K
$6.92M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
710New |
$48.8K - $60.2K
|
710
$59.5K
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
604+ 0.57% |
$41.5K - $51.2K
|
107K
$8.94M
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
592+ 2.2% |
$40.7K - $50.2K
|
27.5K
$2.3M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
579New |
$39.8K - $49.1K
|
579
$48.6K
|