Purchases and Sales Made in Q2 2024 in Ishares Global Materials ETF (MXI)
This table provides information about the institutional ownership of Ishares Global Materials ETF (MXI) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL MATERIALS ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.1KNew |
$1.02M - $1.11M
|
12.1K
$943K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$864K - $937K
|
10.2K
$797K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.57K+ 244.42% |
$472K - $512K
|
7.85K
$613K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.29K+ 3.94% |
$448K - $486K
|
139K
$10.9M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.29K+ 3.94% |
$448K - $486K
|
139K
$10.9M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.13K+ 12.37% |
$435K - $472K
|
46.6K
$3.64M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.56K+ 3.95% |
$302K - $328K
|
93.8K
$7.33M
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.18K+ 56.58% |
$184K - $200K
|
6.02K
$471K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.42K+ 15.83% |
$121K - $131K
|
10.4K
$814K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.41K+ 21.4% |
$119K - $129K
|
7.99K
$624K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11K+ 1.42% |
$93.9K - $102K
|
78.8K
$6.16M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
929+ 2.5% |
$78.8K - $85.4K
|
38.1K
$2.97M
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
727+ 1.91% |
$61.6K - $66.8K
|
38.7K
$3.03M
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
722+ 0.56% |
$61.2K - $66.4K
|
129K
$10.1M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
621+ 2.2% |
$52.6K - $57.1K
|
28.8K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300New |
$25.4K - $27.6K
|
300
$23.4K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
287New |
$24.3K - $26.4K
|
287
$22.4K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
256+ 121.9% |
$21.7K - $23.5K
|
466
$36.4K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
250New |
$21.2K - $23K
|
250
$19.5K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
245+ 9.76% |
$20.8K - $22.5K
|
2.76K
$215K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
244+ 1.19% |
$20.7K - $22.4K
|
20.7K
$1.62M
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
218New |
$18.5K - $20K
|
218
$17K
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
115+ 0.5% |
$9.75K - $10.6K
|
23.3K
$1.82M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
78+ 23.64% |
$6.61K - $7.17K
|
408
$31.9K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75+ 150.0% |
$6.36K - $6.89K
|
125
$9.77K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
50+ 11.96% |
$4.24K - $4.6K
|
468
$36.6K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
49+ 11.26% |
$4.15K - $4.5K
|
484
$37.8K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
38+ 1.4% |
$3.22K - $3.49K
|
2.74K
$214K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35New |
$2.97K - $3.22K
|
35
$2.74K
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
BUY
|
- |
22+ 0.49% |
$1.87K - $2.02K
|
4.51K
$352K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
16New |
$1.36K - $1.47K
|
16
$1.25K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16+ 1.24% |
$1.36K - $1.47K
|
1.3K
$102K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.21% |
$763 - $827
|
4.27K
$334K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 1.13% |
$254 - $276
|
269
$21K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25- 1.03% |
$2.12K - $2.3K
|
2.41K
$188K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25- 0.78% |
$2.12K - $2.3K
|
3.17K
$248K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38- 77.55% |
$3.22K - $3.49K
|
11
$860
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-42- 1.53% |
$3.56K - $3.86K
|
2.7K
$211K
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-67- 11.47% |
$5.68K - $6.16K
|
517
$40.4K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-72- 6.06% |
$6.1K - $6.62K
|
1.12K
$87.3K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-73- 16.01% |
$6.19K - $6.71K
|
383
$29.9K
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-88- 12.15% |
$7.46K - $8.09K
|
636
$49.7K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-92- 3.63% |
$7.8K - $8.46K
|
2.45K
$191K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-175Closed |
$14.8K - $16.1K
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-200- 19.08% |
$17K - $18.4K
|
848
$66.3K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-214- 0.9% |
$18.1K - $19.7K
|
23.7K
$1.85M
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-230- 58.23% |
$19.5K - $21.1K
|
165
$12.9K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-267- 2.46% |
$22.6K - $24.5K
|
10.6K
$828K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-278- 2.34% |
$23.6K - $25.6K
|
11.6K
$907K
|