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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-502- 11.83% |
$30.6K - $36.9K
|
3.74K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.43K- 27.87% |
$86.9K - $105K
|
3.69K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
538New |
$32.8K - $39.6K
|
538
$60.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
106New |
$6.46K - $7.8K
|
106
$11.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 88.61% |
$42.7K - $51.5K
|
1.49K
$166K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-400- 7.55% |
$24.4K - $29.4K
|
4.9K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.62K- 70.88% |
$587K - $708K
|
3.95K
$442K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-61- 30.05% |
$3.72K - $4.49K
|
142
$15.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
18.9KNew |
$1.15M - $1.39M
|
18.9K
$2.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.79K- 6.81% |
$292K - $352K
|
65.6K
$7.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17New |
$1.04K - $1.25K
|
17
$1.9K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$6.1K - $7.36K
|
100
$11.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-132- 76.3% |
$8.05K - $9.71K
|
41
$4.58K
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
20.5KNew |
$1.25M - $1.51M
|
20.5K
$2.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
30New |
$1.83K - $2.21K
|
30
$3.35K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
118New |
$7.19K - $8.68K
|
118
$13.2K
|
|
| 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
$4.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.14KNew |
$254K - $298K
|
4.14K
$463K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-114- 82.01% |
$6.99K - $8.2K
|
25
$2.79K
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-59.2K- 98.73% |
$3.63M - $4.26M
|
761
$85K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-347- 8.77% |
$21.3K - $25K
|
3.61K
$403K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-144- 1.65% |
$8.83K - $10.4K
|
8.57K
$957K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-67- 2.03% |
$4.11K - $4.82K
|
3.24K
$362K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-347- 8.77% |
$21.3K - $25K
|
3.61K
$403K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.66K- 28.56% |
$102K - $120K
|
4.16K
$465K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-860- 7.1% |
$52.7K - $61.8K
|
11.3K
$1.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
50+ 0.77% |
$3.07K - $3.6K
|
6.52K
$728K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-26- 29.55% |
$1.59K - $1.87K
|
62
$6.93K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-3.1K- 91.14% |
$190K - $223K
|
301
$33.6K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
24New |
$1.47K - $1.73K
|
24
$2.68K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.13% |
$123 - $144
|
1.57K
$175K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-20- 68.97% |
$1.23K - $1.44K
|
9
$1.01K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
32New |
$1.96K - $2.3K
|
32
$3.57K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.44K+ 5.27% |
$272K - $319K
|
88.8K
$9.92M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-1.38K- 19.17% |
$84.4K - $99K
|
5.81K
$648K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
BUY
|
- |
74+ 1.4% |
$4.54K - $5.32K
|
5.36K
$599K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
18New |
$1.1K - $1.29K
|
18
$2.01K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-171- 0.81% |
$10.5K - $12.3K
|
20.9K
$2.33M
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
150KNew |
$9.7M - $12M
|
150K
$16.8M
|
|
|
Aug 26, 2022
Q2 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-4.97KClosed |
$322K - $398K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.08K- 88.73% |
$134K - $166K
|
264
$29.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.77KClosed |
$179K - $221K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-454KClosed |
$29.4M - $36.3M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-34- 87.18% |
$2.2K - $2.72K
|
5
$559
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-125KClosed |
$8.08M - $9.99M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-4.45KClosed |
$288K - $356K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.3K- 31.02% |
$213K - $264K
|
7.34K
$820K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.3KClosed |
$343K - $423K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26New |
$1.68K - $2.08K
|
26
$2.9K
|
|