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
|
Belpointe Asset Management LLC
|
SELL
|
- |
-569- 5.08% |
$42.1K - $46K
|
10.6K
$1.02M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-611- 2.51% |
$45.3K - $49.4K
|
23.7K
$2.27M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-699- 13.25% |
$51.8K - $56.6K
|
4.58K
$438K
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-721- 3.8% |
$53.4K - $58.4K
|
18.2K
$1.74M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-798- 7.56% |
$59.1K - $64.6K
|
9.76K
$933K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-799- 7.57% |
$59.2K - $64.7K
|
9.76K
$933K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-801- 10.28% |
$59.3K - $64.8K
|
6.99K
$669K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-968- 1.02% |
$71.7K - $78.3K
|
94.4K
$9.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1KClosed |
$74.3K - $81.2K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.06K- 22.67% |
$78.7K - $86K
|
3.63K
$347K
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.06K- 2.84% |
$78.8K - $86.1K
|
36.3K
$3.47M
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.09K- 18.1% |
$80.8K - $88.3K
|
4.94K
$472K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.1K- 20.46% |
$81.6K - $89.2K
|
4.28K
$410K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.13K- 2.2% |
$83.5K - $91.2K
|
50K
$4.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.13K- 2.51% |
$83.6K - $91.3K
|
43.7K
$4.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.21K- 8.96% |
$89.5K - $97.8K
|
12.3K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.3K- 9.82% |
$95.9K - $105K
|
11.9K
$1.14M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 7.61% |
$101K - $110K
|
16.5K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.36K- 11.34% |
$101K - $110K
|
10.7K
$1.02M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.42K- 9.42% |
$105K - $115K
|
13.6K
$1.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.47K- 26.8% |
$109K - $119K
|
4.01K
$383K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.53K- 0.67% |
$113K - $124K
|
227K
$21.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.53K- 11.21% |
$114K - $124K
|
12.2K
$1.16M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-1.56K- 34.77% |
$115K - $126K
|
2.93K
$280K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.74K- 28.09% |
$129K - $140K
|
4.44K
$425K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.77K- 6.8% |
$131K - $143K
|
24.3K
$2.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.04K- 7.06% |
$151K - $165K
|
26.9K
$2.57M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-2.05K- 20.98% |
$152K - $166K
|
7.73K
$739K
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.07K- 5.17% |
$153K - $167K
|
37.9K
$3.63M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.27K- 11.6% |
$168K - $184K
|
17.3K
$1.66M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.49K- 8.34% |
$184K - $201K
|
27.3K
$2.61M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.49K- 4.56% |
$185K - $202K
|
52.2K
$4.99M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.52K- 10.78% |
$186K - $204K
|
20.8K
$1.99M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.58K- 33.81% |
$191K - $209K
|
5.05K
$483K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.58KClosed |
$191K - $209K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.63KClosed |
$195K - $213K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.63KClosed |
$195K - $213K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.69K- 11.41% |
$199K - $217K
|
20.9K
$1.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.77KClosed |
$205K - $224K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.79K- 17.39% |
$207K - $226K
|
13.3K
$1.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.93K- 15.1% |
$217K - $237K
|
16.5K
$1.58M
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.99KClosed |
$221K - $242K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-2.99K- 34.73% |
$221K - $242K
|
5.62K
$537K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-3.06KClosed |
$226K - $247K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$227K - $248K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.11K- 2.57% |
$231K - $252K
|
118K
$11.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.28K- 14.79% |
$243K - $265K
|
18.9K
$1.81M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-3.43K- 5.49% |
$254K - $277K
|
58.9K
$5.64M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.51K- 14.47% |
$260K - $284K
|
20.7K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.64K- 7.88% |
$270K - $295K
|
42.6K
$4.07M
|