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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-252K- 68.84% |
$20.6M - $22.4M
|
114K
$13.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.78KNew |
$227K - $247K
|
2.78K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
650New |
$53.1K - $57.8K
|
650
$75.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.68KNew |
$219K - $238K
|
2.68K
$310K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
20New |
$1.63K - $1.78K
|
20
$2.32K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10- 62.5% |
$817 - $889
|
6
$695
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-87.6K- 93.97% |
$7.15M - $7.79M
|
5.62K
$650K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 3.03% |
$76.6 - $86.6
|
32
$3.7K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.57KNew |
$197K - $223K
|
2.57K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
269+ 9.05% |
$20.6K - $23.3K
|
3.24K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14- 0.16% |
$1.07K - $1.21K
|
8.98K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-966- 97.58% |
$74K - $83.7K
|
24
$2.78K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-2.01K- 22.19% |
$154K - $174K
|
7.05K
$816K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
42New |
$3.22K - $3.64K
|
42
$4.86K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-206- 86.92% |
$15.8K - $17.8K
|
31
$3.59K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-784- 23.23% |
$60.1K - $67.9K
|
2.59K
$300K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-183- 6.46% |
$14K - $15.9K
|
2.65K
$307K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.69K- 51.46% |
$283K - $320K
|
3.48K
$403K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
40New |
$2.68K - $3.16K
|
40
$4.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
113New |
$7.56K - $8.92K
|
113
$13.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
SELL
|
CALL |
-5.4K- 98.18% |
$361K - $426K
|
100
$11.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
101New |
$6.76K - $7.97K
|
101
$11.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.59KNew |
$307K - $362K
|
4.59K
$531K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.98K- 10.03% |
$133K - $156K
|
17.8K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
128New |
$8.56K - $10.1K
|
128
$14.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-37- 12.21% |
$2.48K - $2.92K
|
266
$30.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11.8KNew |
$792K - $934K
|
11.8K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-132- 2.97% |
$8.83K - $10.4K
|
4.31K
$499K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
32New |
$2.14K - $2.52K
|
32
$3.7K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
189New |
$12.6K - $14.9K
|
189
$21.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
257+ 6.73% |
$17.2K - $20.3K
|
4.07K
$472K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 25.29% |
$83.1K - $98K
|
3.67K
$425K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
481New |
$32.2K - $38K
|
481
$55.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-9.37K- 34.43% |
$659K - $704K
|
17.9K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-670- 7.24% |
$47.1K - $50.3K
|
8.58K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-718- 73.79% |
$50.5K - $53.9K
|
255
$29.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-766- 16.75% |
$53.8K - $57.5K
|
3.81K
$441K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
252+ 0.6% |
$17.7K - $18.9K
|
42.1K
$4.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
132New |
$9.28K - $9.91K
|
132
$15.3K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
6New |
$411 - $433
|
6
$695
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
590New |
$40.4K - $42.6K
|
590
$68.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-20- 2.14% |
$1.37K - $1.44K
|
915
$106K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 1.22% |
$753 - $794
|
915
$106K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
119New |
$8.15K - $8.59K
|
119
$13.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.24K- 2.61% |
$154K - $162K
|
83.6K
$9.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-45- 16.19% |
$3.08K - $3.25K
|
233
$27K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-31- 5.33% |
$2.04K - $2.38K
|
551
$63.8K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.28K+ 19.05% |
$150K - $175K
|
14.3K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-400- 1.83% |
$26.3K - $30.7K
|
21.4K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-568- 12.54% |
$37.3K - $43.6K
|
3.96K
$458K
|
|