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 |
|---|---|---|---|---|---|---|---|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.03KNew |
$265K - $309K
|
4.03K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-400- 1.83% |
$26.3K - $30.7K
|
21.4K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.28K+ 19.05% |
$150K - $175K
|
14.3K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-31- 5.33% |
$2.04K - $2.38K
|
551
$52.6K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-568- 12.54% |
$37.3K - $43.6K
|
3.96K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$1.45K - $1.69K
|
22
$2.1K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-31.6K- 88.11% |
$2.08M - $2.42M
|
4.26K
$407K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-279- 8.34% |
$18.3K - $21.4K
|
3.07K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-104- 51.74% |
$6.84K - $7.98K
|
97
$9.26K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-169K- 51.18% |
$11.1M - $13M
|
162K
$15.4M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-15.3K- 49.2% |
$1.01M - $1.17M
|
15.8K
$1.51M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3New |
$197 - $230
|
3
$287
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 1.43% |
$65.8 - $76.7
|
69
$6.59K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-12- 0.36% |
$789 - $921
|
3.37K
$321K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
56+ 127.27% |
$3.68K - $4.3K
|
100
$9.55K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.65K- 99.71% |
$569K - $664K
|
25
$2.39K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
25New |
$1.64K - $1.92K
|
25
$2.39K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
195New |
$12.8K - $15K
|
195
$18.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56New |
$3.68K - $4.3K
|
56
$5.35K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-13- 30.95% |
$855 - $998
|
29
$2.77K
|
|
| Q4 2022 | |||||||
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6- 40.0% |
$366 - $441
|
9
$860
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2Closed |
$122 - $147
|
0
$0
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
121New |
$7.38K - $8.9K
|
121
$11.6K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.33K- 30.5% |
$81.2K - $97.9K
|
3.03K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-502- 11.83% |
$30.6K - $36.9K
|
3.74K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.43K- 27.87% |
$86.9K - $105K
|
3.69K
$353K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
480New |
$29.3K - $35.3K
|
480
$45.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
538New |
$32.8K - $39.6K
|
538
$51.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
106New |
$6.46K - $7.8K
|
106
$10.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1New |
$61 - $73.6
|
1
$95.5
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 88.61% |
$42.7K - $51.5K
|
1.49K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-61- 30.05% |
$3.72K - $4.49K
|
142
$13.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.62K- 70.88% |
$587K - $708K
|
3.95K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-400- 7.55% |
$24.4K - $29.4K
|
4.9K
$468K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
18.9KNew |
$1.15M - $1.39M
|
18.9K
$1.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.79K- 6.81% |
$292K - $352K
|
65.6K
$6.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17New |
$1.04K - $1.25K
|
17
$1.62K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$6.1K - $7.36K
|
100
$9.55K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
605+ 3.42% |
$36.9K - $44.5K
|
18.3K
$1.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-132- 76.3% |
$8.05K - $9.71K
|
41
$3.92K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
30New |
$1.83K - $2.21K
|
30
$2.87K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
20.5KNew |
$1.25M - $1.51M
|
20.5K
$1.96M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
118New |
$7.19K - $8.68K
|
118
$11.3K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.96KClosed |
$365K - $428K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
44New |
$2.7K - $3.16K
|
44
$4.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.14KNew |
$254K - $298K
|
4.14K
$396K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-114- 82.01% |
$6.99K - $8.2K
|
25
$2.39K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-347- 8.77% |
$21.3K - $25K
|
3.61K
$345K
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-59.2K- 98.73% |
$3.63M - $4.26M
|
761
$72.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-144- 1.65% |
$8.83K - $10.4K
|
8.57K
$818K
|
|