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
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-110- 23.55% |
$8.48K - $9.22K
|
357
$34.1K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-110- 30.39% |
$8.48K - $9.22K
|
252
$24.1K
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-112- 3.77% |
$8.63K - $9.39K
|
2.86K
$273K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-114- 23.41% |
$8.79K - $9.55K
|
373
$35.6K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-116- 2.76% |
$8.94K - $9.72K
|
4.09K
$391K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-117- 1.95% |
$9.02K - $9.81K
|
5.87K
$561K
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-162- 3.08% |
$12.5K - $13.6K
|
5.1K
$487K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-168Closed |
$13K - $14.1K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-176- 28.34% |
$13.6K - $14.8K
|
445
$42.5K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-184Closed |
$14.2K - $15.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-217Closed |
$16.7K - $18.2K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-231- 3.68% |
$17.8K - $19.4K
|
6.04K
$577K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-250Closed |
$19.3K - $21K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-261- 9.15% |
$20.1K - $21.9K
|
2.59K
$247K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-292Closed |
$22.5K - $24.5K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-292- 10.16% |
$22.5K - $24.5K
|
2.58K
$247K
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-333- 9.79% |
$25.7K - $27.9K
|
3.07K
$293K
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-414- 13.43% |
$31.9K - $34.7K
|
2.67K
$255K
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-466- 10.88% |
$35.9K - $39.1K
|
3.82K
$365K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-479- 47.76% |
$36.9K - $40.1K
|
524
$50K
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-589- 5.77% |
$45.4K - $49.4K
|
9.62K
$919K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-591Closed |
$45.6K - $49.5K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-770- 7.62% |
$59.4K - $64.5K
|
9.34K
$892K
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-909- 20.47% |
$70.1K - $76.2K
|
3.53K
$337K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-921- 4.73% |
$71K - $77.2K
|
18.5K
$1.77M
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-927- 20.12% |
$71.5K - $77.7K
|
3.68K
$351K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-950- 17.36% |
$73.2K - $79.6K
|
4.52K
$432K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-961- 1.92% |
$74.1K - $80.5K
|
49K
$4.68M
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-973- 10.26% |
$75K - $81.5K
|
8.52K
$813K
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.21K- 24.45% |
$93K - $101K
|
3.73K
$356K
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.25K- 2.76% |
$96.1K - $105K
|
44K
$4.2M
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.31K- 3.46% |
$101K - $110K
|
36.6K
$3.5M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.39KClosed |
$107K - $116K
|
0
$0
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.4K- 22.05% |
$108K - $117K
|
4.95K
$473K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.43K- 6.04% |
$111K - $120K
|
22.3K
$2.13M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.44K- 12.87% |
$111K - $121K
|
9.77K
$933K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.61K- 23.01% |
$124K - $135K
|
5.38K
$514K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.72K- 30.32% |
$132K - $144K
|
3.94K
$377K
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.77K- 13.3% |
$136K - $148K
|
11.5K
$1.1M
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-1.77K- 6.56% |
$137K - $149K
|
25.3K
$2.41M
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.84K- 23.81% |
$142K - $154K
|
5.89K
$563K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.86K- 13.06% |
$143K - $156K
|
12.4K
$1.18M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-2.12K- 2.25% |
$164K - $178K
|
92.2K
$8.81M
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2.19K- 3.33% |
$168K - $183K
|
63.4K
$6.06M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.22K- 20.9% |
$171K - $186K
|
8.41K
$803K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.3K- 42.05% |
$177K - $193K
|
3.17K
$302K
|
|
Feb 14, 2022
Q4 2021
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.3K- 5.06% |
$177K - $193K
|
43.2K
$4.12M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.36K- 22.63% |
$182K - $198K
|
8.06K
$770K
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.5K- 25.66% |
$193K - $210K
|
7.25K
$693K
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.5K- 25.66% |
$193K - $210K
|
7.25K
$693K
|