Purchases and Sales Made in Q4 2022 in Ishares Global Materials ETF (MXI)
This table provides information about the institutional ownership of Ishares Global Materials ETF (MXI) during Q4 2022. 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 13, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
23.4KNew |
$1.58M - $1.97M
|
23.4K
$1.83M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.5KNew |
$1.11M - $1.39M
|
16.5K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10.4KNew |
$700K - $875K
|
10.4K
$811K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.85K+ 154.2% |
$597K - $746K
|
14.6K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.73KNew |
$319K - $399K
|
4.73K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.64KNew |
$313K - $391K
|
4.64K
$363K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
4.28KNew |
$289K - $361K
|
4.28K
$334K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4KNew |
$270K - $337K
|
4K
$313K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.83KNew |
$258K - $322K
|
3.83K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.59K+ 11.28% |
$242K - $302K
|
35.4K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.58KNew |
$241K - $302K
|
3.58K
$280K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.39KNew |
$229K - $286K
|
3.39K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.31KNew |
$223K - $279K
|
3.31K
$258K
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
2.68K+ 44.65% |
$181K - $226K
|
8.69K
$679K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.67KNew |
$180K - $225K
|
2.67K
$209K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.58KNew |
$174K - $217K
|
2.58K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.3KNew |
$155K - $194K
|
2.3K
$180K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.27K+ 15.95% |
$153K - $192K
|
16.5K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.01KNew |
$135K - $169K
|
2.01K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.82KNew |
$122K - $153K
|
1.82K
$142K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.5K+ 309.69% |
$101K - $127K
|
1.99K
$155K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.47K+ 6.79% |
$99.2K - $124K
|
23.1K
$1.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 21.16% |
$89.7K - $112K
|
7.62K
$595K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
611+ 0.81% |
$41.2K - $51.5K
|
76.4K
$5.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
493New |
$33.3K - $41.6K
|
493
$38.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
425+ 31.04% |
$28.7K - $35.8K
|
1.79K
$140K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
325+ 19.19% |
$21.9K - $27.4K
|
2.02K
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
312+ 8.36% |
$21K - $26.3K
|
4.05K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
269New |
$18.1K - $22.7K
|
269
$21K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
200New |
$13.5K - $16.9K
|
200
$15.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
195New |
$13.2K - $16.4K
|
195
$15.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
150+ 93.75% |
$10.1K - $12.6K
|
310
$24.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
150+ 178.57% |
$10.1K - $12.6K
|
234
$18.3K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 1.29% |
$10.1K - $12.6K
|
11.8K
$924K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
117New |
$7.89K - $9.86K
|
117
$9.14K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
86+ 1.22% |
$5.8K - $7.25K
|
7.14K
$558K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64+ 1066.67% |
$4.32K - $5.39K
|
70
$5.47K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50+ 1.94% |
$3.37K - $4.21K
|
2.63K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38+ 292.31% |
$2.56K - $3.2K
|
51
$3.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
29+ 1.81% |
$1.96K - $2.44K
|
1.63K
$127K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
16New |
$1.08K - $1.35K
|
16
$1.25K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
11+ 91.67% |
$742 - $927
|
23
$1.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.85% |
$135 - $169
|
110
$8.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1+ 1.32% |
$67.5 - $84.3
|
77
$6.02K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 4.17% |
$67.5 - $84.3
|
25
$1.95K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8- 0.2% |
$540 - $674
|
3.94K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-62- 1.41% |
$4.18K - $5.23K
|
4.34K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-68- 1.4% |
$4.59K - $5.73K
|
4.8K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-144- 72.36% |
$9.71K - $12.1K
|
55
$4.3K
|