Purchases and Sales Made in Q4 2022 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
3.95M+ 16266.63% |
$241M - $291M
|
3.98M
$400M
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
331KNew |
$20.2M - $24.3M
|
331K
$33.3M
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
190KNew |
$11.6M - $14M
|
190K
$19.1M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
164K+ 342.45% |
$10M - $12.1M
|
212K
$21.3M
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
23.2KNew |
$1.41M - $1.71M
|
23.2K
$2.34M
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
20.5KNew |
$1.25M - $1.51M
|
20.5K
$2.06M
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
18.9KNew |
$1.15M - $1.39M
|
18.9K
$1.9M
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
18.2K+ 27.41% |
$1.11M - $1.34M
|
84.4K
$8.49M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.1KNew |
$979K - $1.18M
|
16.1K
$1.62M
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.8K+ 68.2% |
$965K - $1.16M
|
39K
$3.93M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12KNew |
$730K - $881K
|
12K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
9.09K+ 22.66% |
$554K - $668K
|
49.2K
$4.95M
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
8.65K+ 34596.0% |
$527K - $636K
|
8.67K
$873K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
8.08K+ 15.04% |
$492K - $594K
|
61.8K
$6.22M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.85K+ 235.23% |
$478K - $577K
|
11.2K
$1.13M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.16K+ 51.02% |
$436K - $527K
|
21.2K
$2.13M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
4.75K+ 19.64% |
$290K - $349K
|
28.9K
$2.91M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.53KNew |
$276K - $333K
|
4.53K
$456K
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.95K+ 49.65% |
$241K - $290K
|
11.9K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.65K+ 82.99% |
$223K - $269K
|
8.05K
$810K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3.35KNew |
$204K - $246K
|
3.35K
$337K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.91K+ 64.07% |
$177K - $214K
|
7.44K
$749K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.89KNew |
$176K - $213K
|
2.89K
$291K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.88KNew |
$176K - $212K
|
2.88K
$290K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.64K+ 70.33% |
$161K - $194K
|
6.4K
$644K
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.4K+ 9600.0% |
$146K - $177K
|
2.43K
$244K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.05KNew |
$64.2K - $77.5K
|
1.05K
$106K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02KNew |
$62.4K - $75.3K
|
1.02K
$103K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
973New |
$59.3K - $71.6K
|
973
$97.9K
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
852+ 4.59% |
$51.9K - $62.7K
|
19.4K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 88.61% |
$42.7K - $51.5K
|
1.49K
$150K
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
605+ 3.42% |
$36.9K - $44.5K
|
18.3K
$1.84M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
582New |
$35.5K - $42.8K
|
582
$58.6K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
538New |
$32.8K - $39.6K
|
538
$54.1K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
480New |
$29.3K - $35.3K
|
480
$48.3K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
376New |
$22.9K - $27.7K
|
376
$37.8K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
270New |
$16.5K - $19.9K
|
270
$27.2K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
253+ 6.54% |
$15.4K - $18.6K
|
4.12K
$415K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
200+ 41.67% |
$12.2K - $14.7K
|
680
$68.4K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
157New |
$9.57K - $11.6K
|
157
$15.8K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
121New |
$7.38K - $8.9K
|
121
$12.2K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
118New |
$7.19K - $8.68K
|
118
$11.9K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
112+ 160.0% |
$6.83K - $8.24K
|
182
$18.3K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
106New |
$6.46K - $7.8K
|
106
$10.7K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$6.1K - $7.36K
|
100
$10.1K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
91+ 478.95% |
$5.55K - $6.69K
|
110
$11.1K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
53New |
$3.23K - $3.9K
|
53
$5.33K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
30New |
$1.83K - $2.21K
|
30
$3.02K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
23+ 0.12% |
$1.4K - $1.69K
|
19.7K
$1.98M
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
18+ 75.0% |
$1.1K - $1.32K
|
42
$4.23K
|