Purchases and Sales Made in Q2 2023 in Ishares Inc Msci Global Select (PICK)
This table provides information about the institutional ownership of Ishares Inc Msci Global Select (PICK) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
700+ 8.26% |
$26.4K - $30.9K
|
9.18K
$361K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
698+ 12.4% |
$26.3K - $30.8K
|
6.33K
$249K
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
615+ 1.28% |
$23.2K - $27.1K
|
48.7K
$1.91M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
551+ 7.12% |
$20.8K - $24.3K
|
8.29K
$326K
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
500+ 5.88% |
$18.9K - $22K
|
9K
$354K
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
460New |
$17.3K - $20.3K
|
460
$18.1K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
459New |
$17.3K - $20.2K
|
459
$18K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
403+ 50.56% |
$15.2K - $17.8K
|
1.2K
$47.2K
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
309+ 1.27% |
$11.6K - $13.6K
|
24.7K
$970K
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
291+ 2.5% |
$11K - $12.8K
|
11.9K
$469K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
286New |
$10.8K - $12.6K
|
286
$11.2K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
269New |
$10.1K - $11.9K
|
269
$10.6K
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
246+ 0.51% |
$9.27K - $10.8K
|
48.3K
$1.9M
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
242+ 126.04% |
$9.12K - $10.7K
|
434
$17.1K
|
|
Aug 14, 2023
Q2 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
225+ 1.14% |
$8.48K - $9.92K
|
20K
$785K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
213New |
$8.03K - $9.39K
|
213
$8.37K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
165New |
$6.22K - $7.27K
|
165
$6.48K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
138+ 1.9% |
$5.2K - $6.08K
|
7.39K
$291K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
102+ 1.65% |
$3.85K - $4.5K
|
6.29K
$247K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
87+ 1.16% |
$3.28K - $3.83K
|
7.56K
$297K
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
81+ 0.41% |
$3.05K - $3.57K
|
19.7K
$773K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
53New |
$2K - $2.34K
|
53
$2.08K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
49+ 6.35% |
$1.85K - $2.16K
|
821
$32.3K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
31+ 3.85% |
$1.17K - $1.37K
|
837
$32.9K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
29+ 1.92% |
$1.09K - $1.28K
|
1.54K
$60.6K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7+ 0.83% |
$264 - $309
|
853
$33.5K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 3.45% |
$37.7 - $44.1
|
30
$1.18K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.1% |
$37.7 - $44.1
|
998
$39.2K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-46- 0.7% |
$1.73K - $2.03K
|
6.51K
$256K
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-50- 0.39% |
$1.89K - $2.2K
|
12.7K
$498K
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-264- 1.38% |
$9.95K - $11.6K
|
18.8K
$741K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-266- 8.87% |
$10K - $11.7K
|
2.73K
$107K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-300- 2.83% |
$11.3K - $13.2K
|
10.3K
$405K
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-450- 7.34% |
$17K - $19.8K
|
5.68K
$223K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-600- 14.29% |
$22.6K - $26.4K
|
3.6K
$141K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-721- 16.25% |
$27.2K - $31.8K
|
3.72K
$146K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-743- 6.4% |
$28K - $32.8K
|
10.9K
$427K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-915- 3.1% |
$34.5K - $40.3K
|
28.6K
$1.12M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-946- 0.73% |
$35.7K - $41.7K
|
129K
$5.09M
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-1.25K- 11.87% |
$47.1K - $55.1K
|
9.28K
$365K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.34K- 1.99% |
$50.3K - $58.8K
|
65.7K
$2.58M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.74K- 55.4% |
$65.6K - $76.7K
|
1.4K
$55K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.82K- 3.23% |
$68.5K - $80K
|
54.5K
$2.14M
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 2.25% |
$72.2K - $84.4K
|
83.3K
$3.28M
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-2.14K- 6.29% |
$80.7K - $94.3K
|
31.9K
$1.25M
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.22K- 12.19% |
$83.8K - $97.9K
|
16K
$629K
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.22K- 12.19% |
$83.8K - $97.9K
|
16K
$629K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.59K- 22.66% |
$97.7K - $114K
|
8.85K
$348K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.61K- 5.36% |
$98.3K - $115K
|
46.1K
$1.81M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 6.5% |
$107K - $125K
|
41K
$1.61M
|