Purchases and Sales Made in Q4 2019 in Ishares Global Materials ETF (MXI)
This table provides information about the institutional ownership of Ishares Global Materials ETF (MXI) during Q4 2019. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2020
Q4 2019
|
Assetmark, Inc
|
BUY
|
- |
1.72M+ 1104211.5% |
$104M - $116M
|
1.72M
$160M
|
|
Feb 11, 2020
Q4 2019
|
Envestnet Asset Management Inc
|
BUY
|
- |
121K+ 3129.84% |
$7.3M - $8.14M
|
124K
$11.5M
|
|
Feb 06, 2020
Q4 2019
|
Aveo Capital Partners, LLC
|
BUY
|
- |
49.2KNew |
$2.98M - $3.32M
|
49.2K
$4.56M
|
|
Feb 11, 2020
Q4 2019
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
30.3KNew |
$1.83M - $2.05M
|
30.3K
$2.81M
|
|
Feb 06, 2020
Q4 2019
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
26.6KNew |
$1.61M - $1.8M
|
26.6K
$2.47M
|
|
Feb 05, 2020
Q4 2019
|
Csenge Advisory Group
|
BUY
|
- |
14.9KNew |
$904K - $1.01M
|
14.9K
$1.38M
|
|
Feb 21, 2020
Q4 2019
|
Barber Financial Group, Inc.
|
BUY
|
- |
7.95KNew |
$481K - $537K
|
7.95K
$737K
|
|
Jan 31, 2020
Q4 2019
|
Wealthpoint, LLC
|
BUY
|
- |
5.81KNew |
$352K - $392K
|
5.81K
$539K
|
|
Feb 13, 2020
Q4 2019
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.6K+ 109.52% |
$279K - $311K
|
8.8K
$816K
|
|
Jan 29, 2020
Q4 2019
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.81KNew |
$231K - $257K
|
3.81K
$353K
|
|
Feb 10, 2020
Q4 2019
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.44K+ 1.81% |
$208K - $232K
|
194K
$18M
|
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.02KNew |
$183K - $204K
|
3.02K
$280K
|
|
Feb 10, 2020
Q4 2019
|
Newfound Research LLC
|
BUY
|
- |
2.84K+ 4.97% |
$172K - $192K
|
59.9K
$5.55M
|
|
Feb 14, 2020
Q4 2019
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.62K+ 7.44% |
$97.9K - $109K
|
23.3K
$2.16M
|
|
Feb 04, 2020
Q4 2019
|
Advisory Services Network, LLC
|
BUY
|
- |
778+ 2047.37% |
$47.1K - $52.5K
|
816
$75.7K
|
|
Feb 04, 2020
Q4 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
771+ 15.59% |
$46.7K - $52.1K
|
5.72K
$530K
|
|
Feb 04, 2020
Q4 2019
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
395+ 27.15% |
$23.9K - $26.7K
|
1.85K
$172K
|
|
Feb 12, 2020
Q4 2019
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
256New |
$15.5K - $17.3K
|
256
$23.7K
|
|
Feb 14, 2020
Q4 2019
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
227New |
$13.7K - $15.3K
|
227
$21K
|
|
Jan 16, 2020
Q4 2019
|
Affiance Financial, LLC
|
BUY
|
- |
203New |
$12.3K - $13.7K
|
203
$18.8K
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
186New |
$11.3K - $12.6K
|
186
$17.2K
|
|
Feb 14, 2020
Q4 2019
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
175New |
$10.6K - $11.8K
|
175
$16.2K
|
|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
82+ 745.45% |
$4.97K - $5.54K
|
93
$8.62K
|
|
Feb 12, 2020
Q4 2019
|
Destination Wealth Management
|
BUY
|
- |
76+ 0.07% |
$4.6K - $5.13K
|
104K
$9.63M
|
|
Feb 11, 2020
Q4 2019
|
Sym Financial Corp
|
BUY
|
- |
76New |
$4.6K - $5.13K
|
76
$7.05K
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
44New |
$2.66K - $2.97K
|
44
$4.08K
|
|
Feb 14, 2020
Q4 2019
|
Slow Capital, Inc.
|
BUY
|
- |
40+ 0.71% |
$2.42K - $2.7K
|
5.65K
$523K
|
|
Feb 13, 2020
Q4 2019
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
24New |
$1.45K - $1.62K
|
24
$2.23K
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
BUY
|
- |
10+ 0.04% |
$606 - $675
|
24.6K
$2.28M
|
|
Aug 30, 2024
Q4 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9+ 0.08% |
$545 - $608
|
10.9K
$1.01M
|
|
Jan 16, 2020
Q4 2019
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2New |
$121 - $135
|
2
$185
|
|
Feb 05, 2020
Q4 2019
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 1.67% |
$121 - $135
|
122
$11.3K
|
|
Jan 14, 2020
Q4 2019
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.43% |
$60.6 - $67.5
|
231
$21.4K
|
|
Jan 27, 2020
Q4 2019
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1+ 0.46% |
$60.6 - $67.5
|
220
$20.4K
|
|
Feb 14, 2020
Q4 2019
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 7.5% |
$363 - $405
|
74
$6.86K
|
|
Sep 14, 2021
Q4 2019
|
Cwm, LLC
|
SELL
|
- |
-82- 88.17% |
$4.97K - $5.54K
|
11
$1.02K
|
|
Feb 07, 2020
Q4 2019
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-100- 3.1% |
$6.06K - $6.75K
|
3.13K
$290K
|
|
Feb 12, 2020
Q4 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-125- 3.11% |
$7.57K - $8.44K
|
3.89K
$361K
|
|
Feb 06, 2020
Q4 2019
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-174- 24.68% |
$10.5K - $11.8K
|
531
$49.2K
|
|
Feb 13, 2020
Q4 2019
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-200Closed |
$12.1K - $13.5K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-425- 6.43% |
$25.7K - $28.7K
|
6.19K
$574K
|
|
Jan 29, 2020
Q4 2019
|
Brookstone Capital Management
|
SELL
|
- |
-427- 9.94% |
$25.9K - $28.8K
|
3.87K
$359K
|
|
Feb 11, 2020
Q4 2019
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-457- 3.6% |
$27.7K - $30.9K
|
12.2K
$1.13M
|
|
Jan 22, 2020
Q4 2019
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-462- 0.38% |
$28K - $31.2K
|
123K
$11.4M
|
|
Feb 07, 2020
Q4 2019
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-531- 17.74% |
$32.2K - $35.9K
|
2.46K
$228K
|
|
Jan 24, 2020
Q4 2019
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-571- 6.13% |
$34.6K - $38.6K
|
8.74K
$810K
|
|
Jan 22, 2020
Q4 2019
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-579- 5.31% |
$35.1K - $39.1K
|
10.3K
$958K
|