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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.76K- 14.97% |
$279K - $304K
|
21.4K
$2.04M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.8K- 7.99% |
$282K - $308K
|
43.8K
$4.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.12K- 10.86% |
$305K - $333K
|
33.8K
$3.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.32K- 18.13% |
$320K - $350K
|
19.5K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.66K- 10.31% |
$345K - $377K
|
40.6K
$3.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-4.7K- 20.74% |
$348K - $381K
|
18K
$1.72M
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-4.72KClosed |
$350K - $382K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.74K- 3.14% |
$351K - $384K
|
146K
$14M
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.85K- 21.84% |
$359K - $393K
|
17.4K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-4.95KClosed |
$366K - $400K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5.11K- 18.93% |
$378K - $413K
|
21.9K
$2.09M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-5.14K- 16.28% |
$381K - $416K
|
26.4K
$2.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.83K- 67.54% |
$431K - $471K
|
2.8K
$268K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.31K- 10.72% |
$467K - $510K
|
52.5K
$5.02M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.34K- 26.63% |
$470K - $513K
|
17.5K
$1.67M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.51K- 13.97% |
$482K - $526K
|
40.1K
$3.83M
|
|
|
Oct 18, 2021
Q3 2021
|
Tri Star Advisors Inc.
|
SELL
|
- |
-6.8K- 9.85% |
$504K - $551K
|
62.3K
$5.95M
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
SELL
|
- |
-7K- 13.48% |
$518K - $566K
|
44.9K
$4.29M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-7.24K- 13.0% |
$536K - $586K
|
48.4K
$4.63M
|
|
|
Nov 03, 2021
Q3 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-8.03KClosed |
$594K - $649K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.69K- 12.61% |
$643K - $703K
|
60.2K
$5.75M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.01K- 15.23% |
$667K - $729K
|
50.1K
$4.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.73K- 14.79% |
$720K - $787K
|
56.1K
$5.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9.79KClosed |
$725K - $792K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.5K- 6.57% |
$777K - $848K
|
149K
$14.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-10.7K- 12.88% |
$794K - $867K
|
72.5K
$6.93M
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-11.9K- 10.97% |
$882K - $964K
|
96.7K
$9.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-12.1K- 8.62% |
$898K - $981K
|
128K
$12.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-16.5K- 16.76% |
$1.22M - $1.33M
|
81.8K
$7.82M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-17K- 20.88% |
$1.26M - $1.37M
|
64.4K
$6.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.8KClosed |
$1.32M - $1.44M
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-18.8K- 15.93% |
$1.39M - $1.52M
|
99.2K
$9.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-21.5K- 22.04% |
$1.59M - $1.74M
|
76K
$7.26M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-23.3K- 19.78% |
$1.73M - $1.89M
|
94.6K
$9.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-23.4K- 73.14% |
$1.73M - $1.9M
|
8.6K
$822K
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-24.4K- 19.49% |
$1.81M - $1.97M
|
101K
$9.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-25.7K- 18.3% |
$1.9M - $2.08M
|
115K
$11M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-27.8K- 9.54% |
$2.06M - $2.25M
|
263K
$25.2M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28.3K- 73.71% |
$2.1M - $2.29M
|
10.1K
$966K
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.1K- 83.96% |
$2.16M - $2.36M
|
5.56K
$532K
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-29.4K- 41.92% |
$2.17M - $2.38M
|
40.7K
$3.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-29.7K- 52.41% |
$2.2M - $2.4M
|
27K
$2.58M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-31.7K- 19.35% |
$2.35M - $2.56M
|
132K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-37.6K- 22.76% |
$2.78M - $3.04M
|
128K
$12.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.3K- 21.75% |
$3.35M - $3.66M
|
163K
$15.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-61.6KClosed |
$4.57M - $4.99M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-64.3K- 12.73% |
$4.77M - $5.21M
|
441K
$42.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-70.3K- 47.82% |
$5.21M - $5.69M
|
76.7K
$7.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-92.1KClosed |
$6.82M - $7.45M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-125K- 15.94% |
$9.25M - $10.1M
|
659K
$63M
|