Latest Institutional Transactions on Ishares Inc Msci Global Select (PICK)
This table provides information on the latest institutional transactions involving Ishares Inc Msci Global Select (PICK) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-227- 40.75% |
$8.29K - $9.89K
|
330
$12.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.4K- 16.81% |
$50.9K - $60.8K
|
6.9K
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-130- 48.33% |
$4.75K - $5.66K
|
139
$5.27K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
173+ 111.61% |
$6.32K - $7.53K
|
328
$12.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
332New |
$12.1K - $14.5K
|
332
$12.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-14.5K- 35.13% |
$530K - $632K
|
26.8K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
1KNew |
$36.5K - $43.6K
|
1K
$37.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
108New |
$3.94K - $4.7K
|
108
$4.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
54New |
$1.97K - $2.35K
|
54
$2.05K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
13New |
$502 - $573
|
13
$493
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
350New |
$13.5K - $15.4K
|
350
$13.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
12.3KNew |
$476K - $542K
|
12.3K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.13KNew |
$43.6K - $49.8K
|
1.13K
$42.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
133New |
$5.14K - $5.86K
|
133
$5.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-166- 2.03% |
$6.41K - $7.32K
|
8K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.2KNew |
$470K - $536K
|
12.2K
$462K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.85KNew |
$303K - $346K
|
7.85K
$298K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 2.58% |
$54.3K - $62K
|
53.1K
$2.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
178New |
$6.88K - $7.84K
|
178
$6.75K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.8KNew |
$573K - $653K
|
14.8K
$562K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-29- 21.48% |
$1.12K - $1.28K
|
106
$4.02K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-269- 4.13% |
$10.4K - $11.9K
|
6.24K
$237K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
511+ 730.0% |
$19.7K - $22.5K
|
581
$22K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-254- 8.99% |
$9.81K - $11.2K
|
2.57K
$97.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
40New |
$1.55K - $1.76K
|
40
$1.52K
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
200+ 3.08% |
$7.73K - $8.81K
|
6.69K
$254K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
125New |
$4.83K - $5.51K
|
125
$4.74K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
35.5KNew |
$1.37M - $1.57M
|
35.5K
$1.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
88New |
$3.4K - $3.88K
|
88
$3.34K
|
|
|
Oct 16, 2023
Q3 2023
|
Mangham Associates,Llc
Charlottesville, VA |
SELL
|
- |
-32.6K- 47.93% |
$1.26M - $1.44M
|
35.4K
$1.34M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.92K- 35.68% |
$268K - $305K
|
12.5K
$473K
|
|
| Q2 2023 | |||||||
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
165New |
$6.22K - $7.27K
|
165
$6.26K
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.05K+ 0.89% |
$39.4K - $46.1K
|
118K
$4.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
309+ 1.27% |
$11.6K - $13.6K
|
24.7K
$936K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-6.86K- 19.68% |
$258K - $302K
|
28K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
213KNew |
$8.02M - $9.37M
|
213K
$8.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-10.8K- 59.01% |
$408K - $477K
|
7.51K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.34K- 1.99% |
$50.3K - $58.8K
|
65.7K
$2.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
460New |
$17.3K - $20.3K
|
460
$17.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
698+ 12.4% |
$26.3K - $30.8K
|
6.33K
$240K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-50- 0.39% |
$1.89K - $2.2K
|
12.7K
$481K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 3.45% |
$37.7 - $44.1
|
30
$1.14K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
459New |
$17.3K - $20.2K
|
459
$17.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-155K- 86.62% |
$5.83M - $6.81M
|
23.9K
$906K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
242+ 126.04% |
$9.12K - $10.7K
|
434
$16.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-45K- 20.93% |
$1.7M - $1.98M
|
170K
$6.45M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
213New |
$8.03K - $9.39K
|
213
$8.08K
|
|
| Q1 2023 | |||||||
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-6.58K- 73.52% |
$260K - $314K
|
2.37K
$89.9K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-175Closed |
$6.91K - $8.34K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-566K- 29.33% |
$22.3M - $26.9M
|
1.36M
$51.7M
|
|