Purchases and Sales Made in Q1 2023 in Ishares Global Materials ETF (MXI)
This table provides information about the institutional ownership of Ishares Global Materials ETF (MXI) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL MATERIALS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-326- 91.57% |
$25.4K - $28.8K
|
30
$2.58K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-327- 17.0% |
$25.5K - $28.9K
|
1.6K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-332- 8.31% |
$25.8K - $29.3K
|
3.66K
$315K
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-448- 0.86% |
$34.9K - $39.5K
|
51.9K
$4.46M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-575- 3.48% |
$44.8K - $50.7K
|
16K
$1.37M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-598- 4.26% |
$46.6K - $52.8K
|
13.4K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-701- 4.78% |
$54.6K - $61.9K
|
14K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-745- 19.47% |
$58K - $65.7K
|
3.08K
$265K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-760- 8.77% |
$59.2K - $67.1K
|
7.9K
$679K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-965- 12.65% |
$75.1K - $85.2K
|
6.66K
$573K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1K- 46.56% |
$78.1K - $88.5K
|
1.15K
$98.9K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.17K- 8.02% |
$91.1K - $103K
|
13.4K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.26K- 69.2% |
$97.8K - $111K
|
559
$48K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.37K- 76.31% |
$107K - $121K
|
425
$36.5K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 39.12% |
$130K - $148K
|
2.6K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.92K- 41.42% |
$150K - $170K
|
2.72K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.94K- 40.41% |
$151K - $171K
|
2.86K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.97K- 45.3% |
$153K - $174K
|
2.38K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.71K- 23.82% |
$678K - $768K
|
27.8K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.6K- 14.79% |
$825K - $935K
|
61.1K
$5.25M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.3K- 95.15% |
$1.5M - $1.7M
|
983
$84.5K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-25.8K- 72.96% |
$2.01M - $2.28M
|
9.57K
$823K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-36.9K- 92.32% |
$2.87M - $3.26M
|
3.07K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40K- 16.45% |
$3.12M - $3.53M
|
203K
$17.5M
|