Latest Institutional Transactions on Ishares Global Fin'L ETF (IXG)
This table provides information on the latest institutional transactions involving Ishares Global Fin'L ETF (IXG) 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.91KClosed |
$301K - $328K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-168Closed |
$13K - $14.1K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.63KClosed |
$195K - $213K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-61.6KClosed |
$4.57M - $4.99M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.63KClosed |
$195K - $213K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.79KClosed |
$725K - $792K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-4.95KClosed |
$366K - $400K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.06KClosed |
$226K - $247K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1KClosed |
$74.3K - $81.2K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-280Closed |
$20.7K - $22.7K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-8.03KClosed |
$594K - $649K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.99KClosed |
$221K - $242K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$227K - $248K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
246New |
$18.2K - $19.9K
|
246
$27.5K
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-430Closed |
$31.9K - $35.1K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
4.7KNew |
$349K - $384K
|
4.7K
$525K
|
|
Aug 06, 2021
Q2 2021
|
Schroders Is LTD
|
SELL
|
- |
-20.5KClosed |
$1.52M - $1.67M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-95Closed |
$7.05K - $7.76K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-20.4KClosed |
$1.3M - $1.52M
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-172- 53.25% |
$11K - $12.8K
|
151
$16.9K
|
|
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.33KClosed |
$212K - $248K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 17, 2021
Q4 2020
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-300Closed |
$15.7K - $19.6K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-97Closed |
$5.06K - $6.32K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.72KClosed |
$142K - $177K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.36KNew |
$70.1K - $76.8K
|
1.36K
$151K
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.32KClosed |
$68.4K - $75K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-20.6KClosed |
$1.07M - $1.17M
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-50.6KClosed |
$2.61M - $2.87M
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-112Closed |
$4.96K - $6.62K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-448Closed |
$19.9K - $26.5K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.5KClosed |
$66.5K - $88.7K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-70Closed |
$3.1K - $4.14K
|
0
$0
|
|
Jul 15, 2020
Q2 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-120Closed |
$5.32K - $7.1K
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.4KClosed |
$300K - $515K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Wrapmanager Inc
|
SELL
|
- |
-3.35KClosed |
$136K - $233K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.68KClosed |
$149K - $256K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.65KClosed |
$66.8K - $115K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-188Closed |
$7.62K - $13.1K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-18.1KClosed |
$732K - $1.26M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Sym Financial Corp
|
SELL
|
- |
-74Closed |
$3K - $5.15K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Hudock, Inc.
|
SELL
|
- |
-701Closed |
$28.4K - $48.8K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Wealthpoint, LLC
|
SELL
|
- |
-5.39KClosed |
$218K - $375K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 15, 2020
Q4 2019
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-210Closed |
$12.9K - $14.5K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 08, 2019
Q3 2019
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-21.4KClosed |
$1.35M - $1.39M
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-100Closed |
$6.3K - $6.49K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 09, 2019
Q2 2019
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-4.19KClosed |
N/A
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-111Closed |
N/A
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-4.46KClosed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
85New |
N/A
|
85
$9.5K
|