Purchases and Sales Made in Q1 2022 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL FIN'L ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
201New |
$14.6K - $17.2K
|
201
$20.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
179+ 3.51% |
$13K - $15.3K
|
5.28K
$531K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
151+ 457.58% |
$10.9K - $12.9K
|
184
$18.5K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
121+ 2.68% |
$8.77K - $10.4K
|
4.64K
$467K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
87New |
$6.3K - $7.44K
|
87
$8.76K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
68+ 2.11% |
$4.93K - $5.82K
|
3.29K
$331K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
51+ 10.9% |
$3.69K - $4.36K
|
519
$52.2K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
50New |
$3.62K - $4.28K
|
50
$5.03K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
44New |
$3.19K - $3.76K
|
44
$4.43K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
43+ 16.41% |
$3.12K - $3.68K
|
305
$30.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
43+ 9.95% |
$3.12K - $3.68K
|
475
$47.8K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
39New |
$2.83K - $3.34K
|
39
$3.93K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
29New |
$2.1K - $2.48K
|
29
$2.92K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25+ 21.93% |
$1.81K - $2.14K
|
139
$14K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25+ 1.62% |
$1.81K - $2.14K
|
1.56K
$157K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 1.57% |
$797 - $941
|
713
$71.8K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5New |
$362 - $428
|
5
$503
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$217 - $257
|
3
$302
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1- 1.25% |
$72.5 - $85.6
|
79
$7.95K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 3.03% |
$145 - $171
|
64
$6.44K
|
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7- 16.28% |
$507 - $599
|
36
$3.62K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8Closed |
$580 - $684
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-17- 1.86% |
$1.23K - $1.45K
|
899
$90.5K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-17Closed |
$1.23K - $1.45K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-21Closed |
$1.52K - $1.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39- 0.3% |
$2.83K - $3.34K
|
12.8K
$1.29M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-45Closed |
$3.26K - $3.85K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-48- 18.9% |
$3.48K - $4.11K
|
206
$20.7K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-58- 37.18% |
$4.2K - $4.96K
|
98
$9.86K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-62Closed |
$4.49K - $5.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-96- 7.33% |
$6.96K - $8.21K
|
1.21K
$122K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-106Closed |
$7.68K - $9.07K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-108- 3.06% |
$7.82K - $9.24K
|
3.43K
$345K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-125- 1.16% |
$9.06K - $10.7K
|
10.6K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-130Closed |
$9.42K - $11.1K
|
0
$0
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-131- 2.28% |
$9.49K - $11.2K
|
5.62K
$566K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-135Closed |
$9.78K - $11.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-139- 4.87% |
$10.1K - $11.9K
|
2.72K
$274K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-143- 0.76% |
$10.4K - $12.2K
|
18.8K
$1.89M
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-145Closed |
$10.5K - $12.4K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-155- 63.79% |
$11.2K - $13.3K
|
88
$8.86K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-156- 3.82% |
$11.3K - $13.3K
|
3.93K
$396K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-220- 16.05% |
$15.9K - $18.8K
|
1.15K
$116K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-223- 88.49% |
$16.2K - $19.1K
|
29
$2.92K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-223Closed |
$16.2K - $19.1K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-223- 86.77% |
$16.2K - $19.1K
|
34
$3.42K
|
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-226Closed |
$16.4K - $19.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-251- 1.95% |
$18.2K - $21.5K
|
12.6K
$1.27M
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-291- 0.45% |
$21.1K - $24.9K
|
63.9K
$6.43M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-301Closed |
$21.8K - $25.8K
|
0
$0
|