Purchases and Sales Made in Q1 2023 in Ishares Inc Msci Global Select (PICK)

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This table provides information about the institutional ownership of Ishares Inc Msci Global Select (PICK) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI GLOBAL SELECT.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.25K
+ 28.94%
$89K - $107K
10K $395K
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
2.22K
+ 13.89%
$87.8K - $106K
18.2K $716K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
2.13K
+ 4.57%
$84K - $101K
48.7K $1.91M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.05K
+ 32.62%
$81K - $97.7K
8.33K $328K
May 15, 2023 Q1 2023
State Street Corp

Boston, MA
BUY
 -
2K
+ 30.77%
$79K - $95.3K
8.5K $334K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.4K
+ 80.51%
$55.3K - $66.7K
3.14K $123K
Apr 17, 2023 Q1 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
1.29K
+ 7.51%
$50.8K - $61.3K
18.4K $724K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
932
+ 13.69%
$36.8K - $44.4K
7.74K $304K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
898
+ 2.11%
$35.5K - $42.8K
43.5K $1.71M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
879
+ 2.74%
$34.7K - $41.9K
32.9K $1.29M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
844
+ 39.15%
$33.3K - $40.2K
3K $118K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
567
+ 1181.25%
$22.4K - $27K
615 $24.2K
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
550
+ 5.47%
$21.7K - $26.2K
10.6K $417K
May 10, 2023 Q1 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
523
+ 2.94%
$20.7K - $24.9K
18.3K $720K
May 10, 2023 Q1 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
513
+ 7.37%
$20.3K - $24.4K
7.47K $294K
Apr 20, 2023 Q1 2023
Banque Cantonale Vaudoise

BUY
 -
500
+ 13.51%
$19.8K - $23.8K
4.2K $165K
May 02, 2023 Q1 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
500
+ 5.15%
$19.8K - $23.8K
10.2K $401K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
500
New
$19.8K - $23.8K
500 $19.7K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
483
+ 5.05%
$19.1K - $23K
10K $395K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
375
+ 6.69%
$14.8K - $17.9K
5.98K $235K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
261
+ 69.23%
$10.3K - $12.4K
638 $25.1K
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

BUY
 -
222
+ 1.23%
$8.77K - $10.6K
18.2K $716K
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
200
+ 0.42%
$7.9K - $9.53K
48.1K $1.89M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
172
+ 3.15%
$6.8K - $8.2K
5.63K $221K
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
135
New
$5.33K - $6.43K
135 $5.31K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
125
New
$4.94K - $5.96K
125 $4.91K
May 15, 2023 Q1 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
122
+ 0.62%
$4.82K - $5.81K
19.7K $776K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
112
+ 16.35%
$4.43K - $5.34K
797 $31.3K
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
97
New
$3.83K - $4.62K
97 $3.81K
May 12, 2023 Q1 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
83
New
$3.28K - $3.95K
83 $3.26K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
81
+ 1.52%
$3.2K - $3.86K
5.42K $213K
Apr 13, 2023 Q1 2023
Central Bank & Trust CO

BUY
 -
22
New
$869 - $1.05K
22 $865
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
6
New
$237 - $286
6 $236
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1
New
$39.5 - $47.7
1 $39.3
May 15, 2023 Q1 2023
Synergy Asset Management, LLC

Bellevue, WA
SELL
 -
-33
- 0.62%
$1.3K - $1.57K
5.32K $209K
May 04, 2023 Q1 2023
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-37
- 0.6%
$1.46K - $1.76K
6.13K $241K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-38
- 5.01%
$1.5K - $1.81K
721 $28.3K
Apr 12, 2023 Q1 2023
National Bank Of Canada

SELL
 -
-83
- 9.34%
$3.28K - $3.95K
806 $31.7K
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

SELL
 -
-86
- 0.99%
$3.4K - $4.1K
8.64K $340K
May 02, 2023 Q1 2023
Pictet Bank & Trust LTD

SELL
 -
-87
- 1.32%
$3.44K - $4.15K
6.49K $255K
Apr 19, 2023 Q1 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
SELL
 -
-106
- 0.9%
$4.19K - $5.05K
11.6K $457K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-131
- 27.64%
$5.18K - $6.24K
343 $13.5K
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
SELL
 -
-150
- 16.27%
$5.93K - $7.15K
772 $30.3K
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
SELL
 -
-175
Closed
$6.91K - $8.34K
0 $0
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
SELL
 -
-193
- 2.59%
$7.63K - $9.2K
7.25K $285K
May 12, 2023 Q1 2023
Fort Sheridan Advisors LLC

Highland Park, IL
SELL
 -
-215
- 1.61%
$8.49K - $10.2K
13.1K $516K
May 15, 2023 Q1 2023
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-302
- 0.53%
$11.9K - $14.4K
56.3K $2.21M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

SELL
 -
-351
- 73.74%
$13.9K - $16.7K
125 $4.91K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-365
- 26.76%
$14.4K - $17.4K
999 $39.3K

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