Purchases and Sales Made in Q2 2024 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-38- 71.7% |
$3.1K - $3.38K
|
15
$1.52K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-48- 21.05% |
$3.92K - $4.27K
|
180
$18.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-49- 7.89% |
$4K - $4.36K
|
572
$57.8K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-50- 1.2% |
$4.08K - $4.45K
|
4.12K
$416K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-55- 21.83% |
$4.49K - $4.89K
|
197
$19.9K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-68- 8.55% |
$5.55K - $6.05K
|
727
$73.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-74- 4.2% |
$6.04K - $6.58K
|
1.69K
$171K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-131- 2.67% |
$10.7K - $11.6K
|
4.77K
$482K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-154- 63.64% |
$12.6K - $13.7K
|
88
$8.89K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-216- 41.54% |
$17.6K - $19.2K
|
304
$30.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-282- 8.65% |
$23K - $25.1K
|
2.98K
$301K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-372- 10.58% |
$30.4K - $33.1K
|
3.15K
$318K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-456- 16.75% |
$37.2K - $40.6K
|
2.27K
$229K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-495- 18.89% |
$40.4K - $44K
|
2.13K
$215K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-660- 15.99% |
$53.9K - $58.7K
|
3.47K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-724- 7.72% |
$59.1K - $64.4K
|
8.65K
$874K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-727- 37.9% |
$59.4K - $64.7K
|
1.19K
$120K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-741- 11.21% |
$60.5K - $65.9K
|
5.87K
$593K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-748- 15.51% |
$61.1K - $66.5K
|
4.07K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-956- 22.91% |
$78.1K - $85K
|
3.22K
$325K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.29K- 16.64% |
$105K - $115K
|
6.46K
$653K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.38K- 94.18% |
$112K - $122K
|
85
$8.59K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.43K- 20.03% |
$117K - $127K
|
5.72K
$578K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 30.73% |
$121K - $131K
|
3.33K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.53K- 18.44% |
$125K - $136K
|
6.76K
$683K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.63K- 33.73% |
$133K - $145K
|
3.21K
$324K
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.94K- 3.32% |
$158K - $172K
|
56.4K
$5.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.25K- 13.69% |
$265K - $289K
|
20.5K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.26K- 5.33% |
$266K - $290K
|
58K
$5.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.04K- 15.9% |
$657K - $715K
|
42.6K
$4.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.54K- 2.24% |
$697K - $759K
|
374K
$37.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.54K- 2.24% |
$697K - $759K
|
374K
$37.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.7K- 40.92% |
$956K - $1.04M
|
16.9K
$1.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-15.4K- 19.39% |
$1.26M - $1.37M
|
64K
$6.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.5K- 96.67% |
$2.16M - $2.35M
|
913
$92.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-87.6K- 93.97% |
$7.15M - $7.79M
|
5.62K
$568K
|
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-252K- 68.84% |
$20.6M - $22.4M
|
114K
$11.5M
|