Purchases and Sales Made in Q1 2022 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL FIN'L ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.6K- 55.22% |
$844K - $996K
|
9.44K
$913K
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$862K - $1.02M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-12K- 21.92% |
$868K - $1.03M
|
42.7K
$4.13M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.1K- 15.37% |
$879K - $1.04M
|
66.8K
$6.46M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.3KClosed |
$891K - $1.05M
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12.4KClosed |
$896K - $1.06M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-12.4KClosed |
$901K - $1.06M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.6KClosed |
$916K - $1.08M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.1K- 57.49% |
$951K - $1.12M
|
9.71K
$939K
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.2KClosed |
$953K - $1.13M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-13.3KClosed |
$961K - $1.13M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-13.5KClosed |
$977K - $1.15M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.5KClosed |
$1.05M - $1.24M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-14.6KClosed |
$1.05M - $1.25M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15.2K- 98.17% |
$1.1M - $1.3M
|
284
$27.5K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15.6K- 90.68% |
$1.13M - $1.34M
|
1.61K
$155K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-15.7K- 17.06% |
$1.14M - $1.35M
|
76.5K
$7.4M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-16.2K- 28.67% |
$1.17M - $1.38M
|
40.2K
$3.89M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16.6KClosed |
$1.2M - $1.42M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-16.6K- 99.81% |
$1.21M - $1.42M
|
32
$3.1K
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-17.6KClosed |
$1.28M - $1.51M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-18KClosed |
$1.31M - $1.54M
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-18.2KClosed |
$1.32M - $1.56M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-18.8KClosed |
$1.36M - $1.6M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.9K- 71.46% |
$1.37M - $1.61M
|
7.53K
$728K
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-19.2K- 87.41% |
$1.39M - $1.64M
|
2.77K
$268K
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-19.9KClosed |
$1.44M - $1.71M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20KClosed |
$1.45M - $1.71M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-20.4KClosed |
$1.48M - $1.74M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-20.9KClosed |
$1.51M - $1.79M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-20.9KClosed |
$1.51M - $1.79M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-21.1KClosed |
$1.53M - $1.81M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-21.7K- 82.92% |
$1.57M - $1.85M
|
4.46K
$431K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 87.87% |
$1.65M - $1.95M
|
3.15K
$304K
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-23.6KClosed |
$1.71M - $2.01M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.4K- 81.27% |
$1.77M - $2.09M
|
5.63K
$545K
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-25.7K- 99.74% |
$1.86M - $2.2M
|
68
$6.58K
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-29.9KClosed |
$2.17M - $2.56M
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-30.5KClosed |
$2.21M - $2.61M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-30.8KClosed |
$2.23M - $2.63M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-31.3K- 63.76% |
$2.27M - $2.67M
|
17.8K
$1.72M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-32.4K- 75.3% |
$2.35M - $2.78M
|
10.6K
$1.03M
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
SELL
|
- |
-32.6KClosed |
$2.37M - $2.79M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-32.8KClosed |
$2.37M - $2.8M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-32.9K- 56.63% |
$2.38M - $2.82M
|
25.2K
$2.44M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-34.4KClosed |
$2.49M - $2.95M
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-34.7KClosed |
$2.52M - $2.97M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-35KClosed |
$2.53M - $2.99M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-35KClosed |
$2.53M - $2.99M
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-35.1K- 86.21% |
$2.54M - $3M
|
5.61K
$542K
|