Purchases and Sales Made in Q4 2021 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.71K- 18.07% |
$209K - $227K
|
12.3K
$1.24M
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.74KClosed |
$211K - $230K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.79KClosed |
$215K - $234K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.83K- 16.32% |
$218K - $237K
|
14.5K
$1.46M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.88K- 23.48% |
$222K - $242K
|
9.4K
$946K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.92K- 16.7% |
$225K - $245K
|
14.6K
$1.46M
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-2.93KClosed |
$225K - $245K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.95K- 13.05% |
$228K - $247K
|
19.7K
$1.98M
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.96K- 21.7% |
$228K - $248K
|
10.7K
$1.08M
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-3.04K- 35.35% |
$234K - $255K
|
5.56K
$560K
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.16K- 13.02% |
$244K - $265K
|
21.1K
$2.12M
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.19K- 2.48% |
$246K - $267K
|
125K
$12.6M
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.33K- 8.31% |
$257K - $279K
|
36.8K
$3.7M
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.38KClosed |
$260K - $283K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.63KClosed |
$280K - $304K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.76K- 17.59% |
$290K - $315K
|
17.6K
$1.77M
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.91KClosed |
$301K - $328K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
SELL
|
- |
-3.95K- 21.65% |
$305K - $331K
|
14.3K
$1.44M
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.01K- 6.8% |
$309K - $336K
|
54.9K
$5.53M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.01K- 20.54% |
$309K - $336K
|
15.5K
$1.56M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.1K- 17.72% |
$316K - $344K
|
19K
$1.92M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.1KClosed |
$316K - $344K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.21K- 24.25% |
$325K - $353K
|
13.2K
$1.32M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.3K- 20.61% |
$331K - $360K
|
16.6K
$1.67M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.5K- 3.82% |
$347K - $377K
|
113K
$11.4M
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-4.53K- 12.47% |
$349K - $380K
|
31.8K
$3.2M
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-4.58KClosed |
$353K - $384K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.61K- 27.93% |
$356K - $387K
|
11.9K
$1.2M
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-4.63K- 21.17% |
$357K - $388K
|
17.2K
$1.73M
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-4.71K- 26.23% |
$363K - $395K
|
13.3K
$1.33M
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.79K- 5.88% |
$369K - $401K
|
76.6K
$7.71M
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.38K- 61.38% |
$415K - $451K
|
3.38K
$341K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.72K- 34.66% |
$441K - $479K
|
10.8K
$1.08M
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.73K- 27.64% |
$441K - $480K
|
15K
$1.51M
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.07K- 22.94% |
$468K - $508K
|
20.4K
$2.05M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-6.08K- 22.56% |
$469K - $510K
|
20.9K
$2.1M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.42K- 17.59% |
$495K - $538K
|
30.1K
$3.03M
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.83K- 25.41% |
$526K - $572K
|
20K
$2.02M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.18K- 13.76% |
$553K - $602K
|
45K
$4.53M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.42K- 21.96% |
$572K - $622K
|
26.4K
$2.66M
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-7.72K- 26.0% |
$595K - $647K
|
22K
$2.21M
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-7.85K- 18.42% |
$605K - $657K
|
34.7K
$3.5M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-8.28K- 16.91% |
$638K - $694K
|
40.7K
$4.09M
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-8.8K- 20.11% |
$679K - $738K
|
35K
$3.52M
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.87K- 32.98% |
$684K - $744K
|
18K
$1.82M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.52K- 16.15% |
$734K - $798K
|
49.4K
$4.97M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.6K- 23.96% |
$740K - $804K
|
30.5K
$3.07M
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-9.91K- 22.07% |
$764K - $830K
|
35K
$3.52M
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-10K- 4.63% |
$774K - $842K
|
207K
$20.8M
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-10.7K- 26.29% |
$823K - $894K
|
29.9K
$3.01M
|