Purchases and Sales Made in Q3 2025 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q3 2025. 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 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
43.8KNew |
$4.8M - $5.12M
|
43.8K
$5.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.3K+ 1637.35% |
$1.89M - $2.02M
|
18.3K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 157.12% |
$1.32M - $1.4M
|
19.7K
$2.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
3.54K+ 3.49% |
$388K - $414K
|
105K
$12.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.72K+ 66.63% |
$297K - $317K
|
6.79K
$784K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.78KNew |
$194K - $208K
|
1.78K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.44K+ 1.11% |
$158K - $169K
|
131K
$15.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.4K+ 57.0% |
$153K - $163K
|
3.85K
$444K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
879+ 87900.0% |
$96.3K - $103K
|
880
$102K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
291+ 5.61% |
$31.9K - $34K
|
5.48K
$632K
|
|
|
Oct 31, 2025
Q3 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
186+ 7.83% |
$20.4K - $21.8K
|
2.56K
$296K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
87+ 3.59% |
$9.53K - $10.2K
|
2.51K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
25+ 0.56% |
$2.74K - $2.92K
|
4.48K
$517K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1+ 0.39% |
$110 - $117
|
257
$29.7K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-25- 1.75% |
$2.74K - $2.92K
|
1.4K
$162K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-28- 1.06% |
$3.07K - $3.27K
|
2.61K
$301K
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-69- 0.42% |
$7.56K - $8.07K
|
16.4K
$1.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-182- 0.36% |
$19.9K - $21.3K
|
50.4K
$5.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-187- 61.51% |
$20.5K - $21.9K
|
117
$13.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-577- 9.33% |
$63.2K - $67.5K
|
5.61K
$647K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1K- 25.0% |
$110K - $117K
|
3K
$346K
|