Purchases and Sales Made in Q4 2021 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.34K+ 83.45% |
$258K - $280K
|
7.35K
$702K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.22KNew |
$248K - $270K
|
3.22K
$308K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
3.01KNew |
$232K - $252K
|
3.01K
$287K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.01K+ 21.11% |
$232K - $252K
|
17.2K
$1.65M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
2.92KNew |
$225K - $244K
|
2.92K
$278K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.86KNew |
$220K - $239K
|
2.86K
$273K
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.8KNew |
$216K - $234K
|
2.8K
$267K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.71KNew |
$209K - $227K
|
2.71K
$259K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.66K+ 1016.03% |
$205K - $223K
|
2.92K
$279K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.58KNew |
$199K - $216K
|
2.58K
$247K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
2.56KNew |
$197K - $214K
|
2.56K
$244K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2.53KNew |
$195K - $212K
|
2.53K
$242K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.49K+ 4.04% |
$192K - $209K
|
64.2K
$6.13M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.22KNew |
$171K - $186K
|
2.22K
$212K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.2K+ 11.67% |
$170K - $185K
|
21.1K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.94K+ 159.77% |
$149K - $162K
|
3.15K
$301K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.93K+ 10.62% |
$149K - $162K
|
20.1K
$1.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.74K+ 39.06% |
$134K - $145K
|
6.18K
$590K
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.73K+ 26.51% |
$134K - $145K
|
8.27K
$790K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 6.7% |
$126K - $137K
|
25.9K
$2.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.59K+ 27.67% |
$123K - $134K
|
7.35K
$702K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.49K+ 1.13% |
$115K - $125K
|
134K
$12.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.36K+ 31.82% |
$105K - $114K
|
5.65K
$540K
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
1.31K+ 5.9% |
$101K - $110K
|
23.6K
$2.25M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.31KNew |
$101K - $110K
|
1.31K
$125K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.15K+ 0.51% |
$88.9K - $96.6K
|
228K
$21.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.14K+ 27.26% |
$87.6K - $95.2K
|
5.3K
$507K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.08KNew |
$82.9K - $90.1K
|
1.08K
$103K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.08KNew |
$82.9K - $90.1K
|
1.08K
$103K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.06K+ 31.4% |
$81.4K - $88.5K
|
4.42K
$422K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
961+ 3.13% |
$74.1K - $80.5K
|
31.7K
$3.02M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
917+ 7.71% |
$70.7K - $76.9K
|
12.8K
$1.22M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
916New |
$70.6K - $76.8K
|
916
$87.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
818+ 736.94% |
$63.1K - $68.6K
|
929
$88.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
719+ 5.92% |
$55.4K - $60.3K
|
12.9K
$1.23M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
706+ 0.61% |
$54.4K - $59.2K
|
117K
$11.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
682+ 2.13% |
$52.6K - $57.2K
|
32.6K
$3.12M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
631+ 12.44% |
$48.6K - $52.9K
|
5.7K
$545K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
627+ 13.4% |
$48.3K - $52.5K
|
5.31K
$507K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
605+ 3.31% |
$46.6K - $50.7K
|
18.9K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
571+ 27.53% |
$44K - $47.9K
|
2.65K
$253K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
558+ 14.16% |
$43K - $46.8K
|
4.5K
$430K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
543+ 23.15% |
$41.9K - $45.5K
|
2.89K
$276K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
496+ 1.81% |
$38.2K - $41.6K
|
27.8K
$2.66M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
488+ 3.32% |
$37.6K - $40.9K
|
15.2K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
360New |
$27.8K - $30.2K
|
360
$34.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
334+ 6.0% |
$25.7K - $28K
|
5.9K
$563K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
323New |
$24.9K - $27.1K
|
323
$30.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
306New |
$23.6K - $25.6K
|
306
$29.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
301New |
$23.2K - $25.2K
|
301
$28.7K
|