Wealthpoint, LLC Ishares Global Fin'L ETF Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 16, 2020	SELL	$40.51 - $69.57 $218,186 - $374,704	-5,386 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$61.39 - $69.03 $330,646 - $371,795	5,386 New	5,386 $370,000

Others Institutions Holding IXG

# of Institutions

140

Shares Held

2.07M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

377K
Shares

$38.5 Million
0.0% of portfolio
Pictet Asset Management Holding Sa Carouge, V8

268K
Shares

$27.4 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

201K
Shares

$20.5 Million
0.0% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

192K
Shares

$19.6 Million
0.03% of portfolio
Johnson Bixby & Associates, LLC

127K
Shares

$13 Million
2.1% of portfolio

About ISHARES GLOBAL FIN'L ETF

Ticker IXG
Sector ETFs
Industry ETFs

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