Purchases and Sales Made in Q3 2021 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.94KNew |
$588K - $643K
|
7.94K
$759K
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6.99K+ 12.78% |
$518K - $566K
|
61.7K
$5.9M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
6.91K+ 16.42% |
$511K - $559K
|
49K
$4.68M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.08K+ 8.29% |
$450K - $492K
|
79.4K
$7.59M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.95K+ 67.92% |
$440K - $481K
|
14.7K
$1.41M
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
5.58K+ 578.42% |
$413K - $451K
|
6.54K
$625K
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.49K+ 49.74% |
$407K - $444K
|
16.5K
$1.58M
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5.47KNew |
$405K - $442K
|
5.47K
$523K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.25K+ 27.6% |
$389K - $425K
|
24.3K
$2.32M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.13K+ 4.63% |
$380K - $415K
|
116K
$11.1M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
5.06KNew |
$374K - $409K
|
5.06K
$483K
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4.37K+ 66.61% |
$324K - $354K
|
10.9K
$1.05M
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
4.28K+ 122.69% |
$317K - $346K
|
7.76K
$742K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
4.17KNew |
$309K - $337K
|
4.17K
$399K
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.91KNew |
$289K - $316K
|
3.91K
$374K
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.51K+ 12.31% |
$260K - $284K
|
32K
$3.06M
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 9.4% |
$255K - $279K
|
40.1K
$3.83M
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
3.4KNew |
$252K - $275K
|
3.4K
$325K
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.25K+ 12.28% |
$241K - $263K
|
29.7K
$2.84M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.16K+ 6.8% |
$234K - $255K
|
49.5K
$4.73M
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.74KNew |
$203K - $222K
|
2.74K
$262K
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.74K+ 6.44% |
$203K - $222K
|
45.3K
$4.33M
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.19K+ 52.41% |
$162K - $177K
|
6.35K
$608K
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.11K+ 57.88% |
$156K - $171K
|
5.76K
$551K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
2.07KNew |
$154K - $168K
|
2.07K
$198K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.06K+ 68.62% |
$153K - $167K
|
5.07K
$485K
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 2.29% |
$135K - $148K
|
81.4K
$7.79M
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
BUY
|
- |
1.67K+ 31.55% |
$124K - $135K
|
6.96K
$665K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.67K+ 36.21% |
$124K - $135K
|
6.28K
$600K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.55K+ 27.65% |
$115K - $125K
|
7.14K
$683K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.46K+ 14.92% |
$108K - $118K
|
11.2K
$1.07M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.38K+ 15.2% |
$102K - $111K
|
10.4K
$996K
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
1.31K+ 3.45% |
$97.1K - $106K
|
39.3K
$3.76M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
972+ 40.65% |
$72K - $78.7K
|
3.36K
$322K
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
942+ 2.53% |
$69.8K - $76.2K
|
38.1K
$3.65M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
909+ 967.02% |
$67.3K - $73.6K
|
1K
$95.9K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
842+ 24.45% |
$62.4K - $68.1K
|
4.29K
$410K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
831+ 153.89% |
$61.6K - $67.3K
|
1.37K
$131K
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
808+ 3.77% |
$59.8K - $65.4K
|
22.2K
$2.13M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
796+ 21.84% |
$59K - $64.4K
|
4.44K
$425K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
710+ 20.92% |
$52.6K - $57.5K
|
4.1K
$392K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
695+ 1.17% |
$51.5K - $56.2K
|
60K
$5.74M
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
694+ 3.94% |
$51.4K - $56.2K
|
18.3K
$1.75M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
682+ 20.93% |
$50.5K - $55.2K
|
3.94K
$377K
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
650+ 4.53% |
$48.1K - $52.6K
|
15K
$1.43M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
627+ 2.09% |
$46.4K - $50.7K
|
30.7K
$2.93M
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
502+ 0.77% |
$37.2K - $40.6K
|
65.6K
$6.27M
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
487New |
$36.1K - $39.4K
|
487
$46.6K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
463+ 61.73% |
$34.3K - $37.5K
|
1.21K
$116K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
423New |
$31.3K - $34.2K
|
423
$40.4K
|