Purchases and Sales Made in Q4 2023 in Ishares Global Comm Services E (IXP)
This table provides information about the institutional ownership of Ishares Global Comm Services E (IXP) during Q4 2023. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL COMM SERVICES E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
49.9K+ 35.94% |
$3.28M - $3.73M
|
189K
$17.9M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.5K+ 490.57% |
$1.8M - $2.06M
|
33.1K
$3.13M
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
18.4KNew |
$1.21M - $1.38M
|
18.4K
$1.74M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.3K+ 61.98% |
$1.21M - $1.37M
|
47.9K
$4.54M
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.9KNew |
$1.04M - $1.19M
|
15.9K
$1.5M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.1K+ 24.9% |
$663K - $755K
|
50.6K
$4.79M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.78KNew |
$643K - $732K
|
9.78K
$926K
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
9.2K+ 20.88% |
$605K - $689K
|
53.3K
$5.04M
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.03KNew |
$593K - $676K
|
9.03K
$855K
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.55K+ 43.28% |
$299K - $341K
|
15.1K
$1.43M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.44KNew |
$292K - $333K
|
4.44K
$421K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.19K+ 4.19% |
$210K - $239K
|
79.3K
$7.51M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.91K+ 2.3% |
$191K - $218K
|
129K
$12.3M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.13K+ 8.9% |
$140K - $159K
|
26K
$2.46M
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.95KNew |
$128K - $146K
|
1.95K
$185K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.89KNew |
$124K - $142K
|
1.89K
$179K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.78K+ 27.87% |
$117K - $133K
|
8.17K
$774K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 3118.18% |
$67.6K - $77.1K
|
1.06K
$101K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
908+ 14.53% |
$59.7K - $68K
|
7.16K
$678K
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
610+ 2.17% |
$40.1K - $45.7K
|
28.7K
$2.72M
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
523+ 15.73% |
$34.4K - $39.2K
|
3.85K
$364K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
513+ 1.09% |
$33.7K - $38.4K
|
47.4K
$4.49M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
503+ 39.64% |
$33.1K - $37.7K
|
1.77K
$168K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
443+ 5.56% |
$29.1K - $33.2K
|
8.41K
$796K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
282+ 134.93% |
$18.5K - $21.1K
|
491
$46.5K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
256+ 12.77% |
$16.8K - $19.2K
|
2.26K
$214K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
235+ 3.78% |
$15.4K - $17.6K
|
6.45K
$610K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$13.1K - $15K
|
200
$18.9K
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
184+ 0.56% |
$12.1K - $13.8K
|
32.8K
$3.1M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
144+ 2.87% |
$9.46K - $10.8K
|
5.16K
$489K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
131+ 24.35% |
$8.61K - $9.81K
|
669
$63.3K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 0.25% |
$197 - $225
|
1.2K
$113K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.95% |
$65.7 - $74.9
|
106
$10K
|
|
May 10, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-19- 0.27% |
$1.25K - $1.42K
|
7.1K
$672K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-35- 1.02% |
$2.3K - $2.62K
|
3.41K
$322K
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-103- 1.76% |
$6.77K - $7.71K
|
5.74K
$544K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-126- 3.98% |
$8.28K - $9.43K
|
3.04K
$288K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-219- 3.02% |
$14.4K - $16.4K
|
7.04K
$666K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-291- 3.49% |
$19.1K - $21.8K
|
8.05K
$762K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-402- 2.35% |
$26.4K - $30.1K
|
16.7K
$1.58M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-458- 7.91% |
$30.1K - $34.3K
|
5.33K
$505K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-537- 2.44% |
$35.3K - $40.2K
|
21.4K
$2.03M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-961- 2.73% |
$63.1K - $72K
|
34.2K
$3.24M
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.08K- 13.53% |
$71K - $80.9K
|
6.91K
$654K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.11K- 50.02% |
$72.9K - $83K
|
1.11K
$105K
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.15K- 2.47% |
$75.4K - $86K
|
45.4K
$4.3M
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-1.27K- 2.47% |
$83.4K - $95K
|
50K
$4.74M
|