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 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-308- 89.53% |
$19.9K - $24.6K
|
36
$4.04K
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.89KClosed |
$187K - $231K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.7KClosed |
$691K - $854K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.18K- 69.75% |
$141K - $174K
|
944
$106K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-586Closed |
$37.9K - $46.8K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-87Closed |
$5.63K - $6.95K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-395Closed |
$25.5K - $31.6K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-130- 94.2% |
$8.41K - $10.4K
|
8
$897
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-4.7KClosed |
$304K - $376K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-18- 26.47% |
$1.16K - $1.44K
|
50
$5.61K
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-18.9K- 84.51% |
$1.22M - $1.51M
|
3.46K
$388K
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-6.24K- 49.26% |
$403K - $499K
|
6.43K
$720K
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-38KClosed |
$2.46M - $3.04M
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
250New |
$16.2K - $20K
|
250
$28K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.83KClosed |
$119K - $147K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
86+ 2.61% |
$5.56K - $6.87K
|
3.38K
$379K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.78KClosed |
$245K - $302K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-10.3KClosed |
$669K - $826K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.15KClosed |
$203K - $251K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-6.19KClosed |
$400K - $494K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.78K+ 968.48% |
$115K - $142K
|
1.97K
$220K
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-301KClosed |
$19.4M - $24M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.93KClosed |
$254K - $314K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-79Closed |
$5.11K - $6.31K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
72New |
$4.66K - $5.75K
|
72
$8.07K
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-12.5KClosed |
$810K - $1M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.45KClosed |
$223K - $276K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-31KClosed |
$2.01M - $2.48M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.16K- 62.36% |
$399K - $493K
|
3.72K
$417K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-36Closed |
$2.33K - $2.88K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-2.84KClosed |
$184K - $227K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 31.21% |
$102K - $126K
|
6.64K
$745K
|
|
Jul 08, 2022
Q2 2022
|
Mcia Inc
|
SELL
|
- |
-9.86KClosed |
$637K - $788K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-29Closed |
$1.88K - $2.32K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 13, 2025
Q1 2022
|
Stone X Group Inc.
|
BUY
|
- |
4.04KNew |
$293K - $346K
|
4.04K
$453K
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-145Closed |
$10.5K - $12.4K
|
0
$0
|
|
Mar 11, 2024
Q1 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-58.2KClosed |
$4.22M - $4.98M
|
0
$0
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-8.16KClosed |
$591K - $698K
|
0
$0
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-19.9KClosed |
$1.44M - $1.71M
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.4KClosed |
$896K - $1.06M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.74KClosed |
$199K - $235K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-83.4KClosed |
$6.04M - $7.13M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36.8KClosed |
$2.66M - $3.15M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.71KClosed |
$196K - $232K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.94KClosed |
$213K - $252K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-125KClosed |
$9.08M - $10.7M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-6.33KClosed |
$459K - $542K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.76KClosed |
$272K - $321K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-8.27KClosed |
$599K - $708K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.3KClosed |
$891K - $1.05M
|
0
$0
|