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 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-31- 5.33% |
$2.04K - $2.38K
|
551
$56.8K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-36- 32.73% |
$2.37K - $2.76K
|
74
$7.63K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-42- 9.27% |
$2.76K - $3.22K
|
411
$42.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-45- 15.1% |
$2.96K - $3.45K
|
253
$26.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-75- 27.78% |
$4.93K - $5.76K
|
195
$20.1K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-87- 8.08% |
$5.72K - $6.68K
|
990
$102K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-104- 51.74% |
$6.84K - $7.98K
|
97
$10K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-115- 63.19% |
$7.56K - $8.83K
|
67
$6.91K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-116- 40.85% |
$7.63K - $8.9K
|
168
$17.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-165- 15.43% |
$10.8K - $12.7K
|
904
$93.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-175- 4.24% |
$11.5K - $13.4K
|
3.95K
$407K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-175- 3.31% |
$11.5K - $13.4K
|
5.12K
$528K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-180- 3.76% |
$11.8K - $13.8K
|
4.61K
$476K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-255- 0.3% |
$16.8K - $19.6K
|
84.1K
$8.68M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-258- 3.14% |
$17K - $19.8K
|
7.97K
$822K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-279- 8.34% |
$18.3K - $21.4K
|
3.07K
$316K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-283- 37.19% |
$18.6K - $21.7K
|
478
$49.3K
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-337- 56.45% |
$22.2K - $25.9K
|
260
$26.8K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-373- 2.32% |
$24.5K - $28.6K
|
15.7K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-400- 1.83% |
$26.3K - $30.7K
|
21.4K
$2.21M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-510- 11.51% |
$33.5K - $39.1K
|
3.92K
$404K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-525- 91.46% |
$34.5K - $40.3K
|
49
$5.05K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-568- 12.54% |
$37.3K - $43.6K
|
3.96K
$409K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-930- 12.48% |
$61.1K - $71.4K
|
6.52K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-983- 11.47% |
$64.6K - $75.4K
|
7.59K
$783K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.09K- 31.32% |
$71.7K - $83.7K
|
2.39K
$247K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.14K- 13.2% |
$75K - $87.5K
|
7.5K
$773K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 14.89% |
$87.4K - $102K
|
7.6K
$784K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.56K- 13.9% |
$103K - $120K
|
9.68K
$998K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.6K- 9.1% |
$105K - $122K
|
15.9K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.91K- 11.89% |
$126K - $147K
|
14.2K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.11K- 23.56% |
$139K - $162K
|
6.86K
$707K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.31K- 51.91% |
$152K - $177K
|
2.14K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.53K- 93.09% |
$167K - $194K
|
188
$19.4K
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.57K- 25.68% |
$235K - $274K
|
10.3K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.12K- 13.0% |
$271K - $316K
|
27.6K
$2.85M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.34K- 28.8% |
$285K - $333K
|
10.7K
$1.11M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4.51K- 70.47% |
$297K - $346K
|
1.89K
$195K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.5K- 14.71% |
$427K - $499K
|
37.7K
$3.89M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.79K- 37.97% |
$447K - $521K
|
11.1K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.4K- 23.46% |
$552K - $645K
|
27.4K
$2.83M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.65K- 99.71% |
$569K - $664K
|
25
$2.58K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9.13K- 81.62% |
$600K - $700K
|
2.06K
$212K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.65K- 20.65% |
$634K - $740K
|
37.1K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.94K- 6.05% |
$654K - $763K
|
154K
$15.9M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.6K- 45.26% |
$764K - $892K
|
14.1K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12K- 69.64% |
$786K - $917K
|
5.21K
$537K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.2K- 57.44% |
$800K - $934K
|
9.02K
$930K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-15.3K- 49.2% |
$1.01M - $1.17M
|
15.8K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-19.3K- 31.2% |
$1.27M - $1.48M
|
42.5K
$4.38M
|