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 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17New |
$1.04K - $1.25K
|
17
$1.72K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15+ 0.43% |
$915 - $1.1K
|
3.49K
$353K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 1.52% |
$305 - $368
|
335
$33.9K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1New |
$61 - $73.6
|
1
$101
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2Closed |
$122 - $147
|
0
$0
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6- 40.0% |
$366 - $441
|
9
$909
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 7.45% |
$1.46K - $1.77K
|
298
$30.1K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29- 0.91% |
$1.77K - $2.13K
|
3.16K
$319K
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-44- 0.76% |
$2.68K - $3.24K
|
5.71K
$577K
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-48- 1.4% |
$2.93K - $3.53K
|
3.38K
$341K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-61- 30.05% |
$3.72K - $4.49K
|
142
$14.3K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-64- 18.39% |
$3.9K - $4.71K
|
284
$28.7K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-104- 25.06% |
$6.34K - $7.65K
|
311
$31.4K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-126- 8.42% |
$7.68K - $9.27K
|
1.37K
$139K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-132- 76.3% |
$8.05K - $9.71K
|
41
$4.14K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-149- 24.75% |
$9.08K - $11K
|
453
$45.8K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-150- 27.83% |
$9.15K - $11K
|
389
$39.3K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-157- 5.2% |
$9.57K - $11.6K
|
2.86K
$289K
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-164- 1.99% |
$10K - $12.1K
|
8.08K
$816K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-200- 3.64% |
$12.2K - $14.7K
|
5.29K
$535K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-214- 16.68% |
$13K - $15.7K
|
1.07K
$108K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-227- 18.62% |
$13.8K - $16.7K
|
992
$100K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-259- 2.81% |
$15.8K - $19.1K
|
8.97K
$907K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-397- 10.23% |
$24.2K - $29.2K
|
3.48K
$352K
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-400- 7.55% |
$24.4K - $29.4K
|
4.9K
$495K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-462- 2.12% |
$28.2K - $34K
|
21.4K
$2.16M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-463- 9.42% |
$28.2K - $34.1K
|
4.45K
$450K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-502- 11.83% |
$30.6K - $36.9K
|
3.74K
$378K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-514- 40.31% |
$31.3K - $37.8K
|
761
$76.9K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-561- 11.24% |
$34.2K - $41.3K
|
4.43K
$448K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.06K- 18.14% |
$64.8K - $78.1K
|
4.79K
$484K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.29K- 86.03% |
$78.5K - $94.7K
|
209
$21.1K
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.3K- 5.61% |
$79.1K - $95.4K
|
21.8K
$2.21M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.33K- 30.5% |
$81.2K - $97.9K
|
3.03K
$306K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.43K- 27.87% |
$86.9K - $105K
|
3.69K
$373K
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.17K- 20.11% |
$132K - $160K
|
8.64K
$873K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.72K- 23.33% |
$166K - $200K
|
8.93K
$902K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.01K- 96.13% |
$183K - $221K
|
121
$12.2K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.01K- 14.41% |
$184K - $222K
|
17.9K
$1.81M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.1K- 16.18% |
$189K - $228K
|
16.1K
$1.62M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.18K- 84.7% |
$194K - $234K
|
574
$58K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.22K- 78.66% |
$196K - $237K
|
873
$88.2K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.9K- 20.56% |
$238K - $287K
|
15.1K
$1.52M
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.34K- 23.8% |
$265K - $319K
|
13.9K
$1.4M
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.44K- 37.32% |
$271K - $327K
|
7.45K
$753K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.79K- 6.81% |
$292K - $352K
|
65.6K
$6.63M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.94K- 36.58% |
$301K - $364K
|
8.57K
$866K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.98K- 37.71% |
$304K - $366K
|
8.23K
$831K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.54K- 17.09% |
$398K - $481K
|
31.7K
$3.2M
|