Latest Institutional Transactions on Ishares India 50 ETF (INDY)
This table provides information on the latest institutional transactions involving Ishares India 50 ETF (INDY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-482- 9.51% |
$23.4K - $24.8K
|
4.59K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9New |
$437 - $462
|
9
$462
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
19.6KNew |
$952K - $1.01M
|
19.6K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
167+ 99.4% |
$8.11K - $8.58K
|
335
$17.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.01K+ 7.0% |
$49.2K - $52.1K
|
15.5K
$795K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.43K- 29.92% |
$167K - $176K
|
8.04K
$412K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
700New |
$34K - $35.9K
|
700
$35.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-72.6K- 60.6% |
$3.17M - $3.6M
|
47.2K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-225- 4.82% |
$9.81K - $11.1K
|
4.44K
$228K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
7.2KNew |
$314K - $357K
|
7.2K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.73K- 8.34% |
$119K - $135K
|
30K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
4.56KNew |
$199K - $226K
|
4.56K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
375New |
$16.4K - $18.6K
|
375
$19.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27KNew |
$1.18M - $1.34M
|
27K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.9KNew |
$1.13M - $1.28M
|
25.9K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-58- 31.69% |
$2.53K - $2.87K
|
125
$6.41K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.9K- 17.79% |
$126K - $144K
|
13.4K
$687K
|
|
| Q3 2023 | |||||||
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-200- 33.33% |
$8.94K - $9.31K
|
400
$20.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.8KNew |
$571K - $595K
|
12.8K
$656K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.5KNew |
$246K - $256K
|
5.5K
$282K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.5KNew |
$736K - $766K
|
16.5K
$845K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.21K- 27.6% |
$98.6K - $103K
|
5.79K
$297K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.25KNew |
$324K - $338K
|
7.25K
$372K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
470New |
$21K - $21.9K
|
470
$24.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
885KNew |
$39.5M - $41.2M
|
885K
$45.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5KNew |
$223K - $233K
|
5K
$257K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.86KNew |
$217K - $226K
|
4.86K
$249K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$2.23K - $2.33K
|
50
$2.57K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.8K+ 32.75% |
$74.1K - $81.2K
|
7.31K
$375K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
500New |
$20.6K - $22.5K
|
500
$25.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.43KNew |
$99.9K - $109K
|
2.43K
$125K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
907New |
$37.3K - $40.9K
|
907
$46.5K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-305- 75.31% |
$12.5K - $13.7K
|
100
$5.13K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.6K- 38.01% |
$189K - $207K
|
7.49K
$384K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
12New |
$477 - $521
|
12
$616
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-115K- 41.61% |
$4.56M - $4.98M
|
161K
$8.26M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
90.1KNew |
$3.58M - $3.91M
|
90.1K
$4.62M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
29New |
$1.15K - $1.26K
|
29
$1.49K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
318New |
$12.6K - $13.8K
|
318
$16.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50+ 35.71% |
$1.99K - $2.17K
|
190
$9.75K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.71KNew |
$108K - $118K
|
2.71K
$139K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.34K- 38.94% |
$212K - $232K
|
8.37K
$429K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1K+ 20.83% |
$41.9K - $46.4K
|
5.8K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.7KNew |
$572K - $634K
|
13.7K
$701K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
560+ 9.88% |
$23.5K - $26K
|
6.23K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
85New |
$3.56K - $3.95K
|
85
$4.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-25.9K- 26.22% |
$1.08M - $1.2M
|
72.9K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.8K- 19.39% |
$159K - $176K
|
15.8K
$811K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.8KNew |
$411K - $455K
|
9.8K
$503K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
300+ 3.72% |
$12.6K - $13.9K
|
8.37K
$429K
|
|