Latest Institutional Transactions on Ishares Global Comm Services E (IXP)
This table provides information on the latest institutional transactions involving Ishares Global Comm Services E (IXP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
900New |
$66.4K - $76K
|
900
$89.2K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11.6K- 77.13% |
$857K - $981K
|
3.44K
$341K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.4KNew |
$177K - $203K
|
2.4K
$238K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-295- 77.63% |
$21.8K - $24.9K
|
85
$8.42K
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
2.62KNew |
$193K - $221K
|
2.62K
$260K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
6KNew |
$443K - $507K
|
6K
$594K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.84K- 20.88% |
$284K - $325K
|
14.6K
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
61New |
$4.5K - $5.15K
|
61
$6.04K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
44+ 1.95% |
$3.25K - $3.72K
|
2.31K
$228K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-26- 59.09% |
$1.92K - $2.2K
|
18
$1.78K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
134New |
$9.89K - $11.3K
|
134
$13.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-400- 7.75% |
$29.5K - $33.8K
|
4.76K
$472K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
131+ 24.35% |
$8.61K - $9.81K
|
669
$66.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$13.1K - $15K
|
200
$19.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-103- 1.76% |
$6.77K - $7.71K
|
5.74K
$569K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
282+ 134.93% |
$18.5K - $21.1K
|
491
$48.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.11K- 50.02% |
$72.9K - $83K
|
1.11K
$110K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.95% |
$65.7 - $74.9
|
106
$10.5K
|
|
| Q3 2023 | |||||||
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 20.0% |
$6.77K - $7.23K
|
400
$39.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.11KNew |
$210K - $225K
|
3.11K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
PUT |
200KNew |
$13.5M - $14.5M
|
200K
$19.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.86K- 75.66% |
$126K - $134K
|
597
$59.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.6KNew |
$783K - $836K
|
11.6K
$1.15M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
820KNew |
$55.5M - $59.3M
|
820K
$81.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 50.0% |
$2.03K - $2.17K
|
30
$2.97K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
236New |
$16K - $17.1K
|
236
$23.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
379New |
$25.7K - $27.4K
|
379
$37.6K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-80- 11.43% |
$5.01K - $5.55K
|
620
$61.4K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.03KNew |
$127K - $140K
|
2.03K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.22KNew |
$201K - $223K
|
3.22K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.2KNew |
$1.33M - $1.47M
|
21.2K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-307K- 59.5% |
$19.2M - $21.3M
|
209K
$20.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-701- 5.64% |
$43.9K - $48.6K
|
11.7K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
408New |
$25.5K - $28.3K
|
408
$40.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-500- 7.41% |
$31.3K - $34.7K
|
6.25K
$619K
|
|
| Q1 2023 | |||||||
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-153Closed |
$8.46K - $10.1K
|
0
$0
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.05KNew |
$58K - $68.9K
|
1.05K
$104K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
803+ 1460.0% |
$44.4K - $52.8K
|
858
$85K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-30.2K- 98.04% |
$1.67M - $1.98M
|
603
$59.7K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18New |
$996 - $1.18K
|
18
$1.78K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-5.72K- 32.85% |
$316K - $376K
|
11.7K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.04KNew |
$279K - $331K
|
5.04K
$499K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18.3KNew |
$1.01M - $1.21M
|
18.3K
$1.82M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
114New |
$6.31K - $7.49K
|
114
$11.3K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
45+ 26.47% |
$2.49K - $2.96K
|
215
$21.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34New |
$1.88K - $2.23K
|
34
$3.37K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 1.13% |
$203 - $230
|
357
$35.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$5.07K - $5.75K
|
100
$9.91K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
495New |
$25.1K - $28.5K
|
495
$49K
|
|