Purchases and Sales Made in Q1 2023 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q1 2023. 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 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
366KNew |
$24.1M - $28.1M
|
366K
$37.4M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
68.9K+ 251.51% |
$4.53M - $5.29M
|
96.3K
$9.83M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.2K+ 24.64% |
$3.43M - $4.01M
|
264K
$27M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.9KNew |
$3.35M - $3.91M
|
50.9K
$5.2M
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
47.7KNew |
$3.14M - $3.66M
|
47.7K
$4.88M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
38K+ 79.33% |
$2.5M - $2.92M
|
85.9K
$8.77M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.8K+ 5.81% |
$1.37M - $1.6M
|
379K
$38.7M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
15.9K+ 54.8% |
$1.04M - $1.22M
|
44.8K
$4.57M
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.5K+ 225.82% |
$890K - $1.04M
|
19.5K
$2M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2K+ 342.75% |
$866K - $1.01M
|
17K
$1.74M
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.75KNew |
$509K - $595K
|
7.75K
$791K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.5KNew |
$493K - $575K
|
7.5K
$765K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.52K+ 25.87% |
$363K - $424K
|
26.9K
$2.74M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.03KNew |
$265K - $309K
|
4.03K
$411K
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.03KNew |
$265K - $309K
|
4.03K
$411K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.53K+ 1347.87% |
$167K - $194K
|
2.72K
$278K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.28K+ 19.05% |
$150K - $175K
|
14.3K
$1.46M
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.62K+ 4.15% |
$107K - $124K
|
40.6K
$4.15M
|
|
May 04, 2023
Q1 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
1.3K+ 2.67% |
$85.3K - $99.5K
|
49.9K
$5.1M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
997New |
$65.6K - $76.5K
|
997
$102K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
931+ 67.91% |
$61.2K - $71.4K
|
2.3K
$235K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
741+ 233.75% |
$48.7K - $56.9K
|
1.06K
$108K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
636New |
$41.8K - $48.8K
|
636
$64.9K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
628+ 3.19% |
$41.3K - $48.2K
|
20.3K
$2.07M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
540+ 300.0% |
$35.5K - $41.4K
|
720
$73.5K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
411+ 41100.0% |
$27K - $31.5K
|
412
$42.1K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
320New |
$21K - $24.6K
|
320
$32.7K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
278New |
$18.3K - $21.3K
|
278
$28.4K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
255+ 37.5% |
$16.8K - $19.6K
|
935
$95.5K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
195New |
$12.8K - $15K
|
195
$19.9K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
184+ 5.82% |
$12.1K - $14.1K
|
3.34K
$341K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
112+ 3.21% |
$7.36K - $8.59K
|
3.6K
$368K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
107+ 0.55% |
$7.04K - $8.21K
|
19.5K
$2M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
101+ 32.48% |
$6.64K - $7.75K
|
412
$42.1K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
62+ 0.77% |
$4.08K - $4.76K
|
8.14K
$831K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56New |
$3.68K - $4.3K
|
56
$5.72K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
56+ 127.27% |
$3.68K - $4.3K
|
100
$10.2K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35+ 3.42% |
$2.3K - $2.69K
|
1.06K
$108K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
25New |
$1.64K - $1.92K
|
25
$2.55K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23+ 5.08% |
$1.51K - $1.77K
|
476
$48.6K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$1.45K - $1.69K
|
22
$2.25K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
8+ 0.19% |
$526 - $614
|
4.32K
$441K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3New |
$197 - $230
|
3
$306
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 1.43% |
$65.8 - $76.7
|
69
$7.05K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3- 1.91% |
$197 - $230
|
154
$15.7K
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-12- 0.36% |
$789 - $921
|
3.37K
$344K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-13- 30.95% |
$855 - $998
|
29
$2.96K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 1.41% |
$921 - $1.07K
|
978
$99.9K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22- 0.27% |
$1.45K - $1.69K
|
8.03K
$820K
|