Purchases and Sales Made in Q2 2024 in Ishares Inc Msci Global Select (PICK)
This table provides information about the institutional ownership of Ishares Inc Msci Global Select (PICK) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI GLOBAL SELECT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 3.59% |
$8.1K - $9.22K
|
5.77K
$201K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
200New |
$8.1K - $9.22K
|
200
$6.99K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
148+ 2.06% |
$6K - $6.83K
|
7.34K
$256K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
140+ 2.44% |
$5.67K - $6.46K
|
5.87K
$205K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
138New |
$5.59K - $6.36K
|
138
$4.82K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
100New |
$4.05K - $4.61K
|
100
$3.49K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
100New |
$4.05K - $4.61K
|
100
$3.49K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
96+ 5.93% |
$3.89K - $4.43K
|
1.72K
$59.9K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
88+ 0.82% |
$3.56K - $4.06K
|
10.8K
$377K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
75New |
$3.04K - $3.46K
|
75
$2.62K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
72+ 0.82% |
$2.92K - $3.32K
|
8.86K
$310K
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
63+ 1.26% |
$2.55K - $2.91K
|
5.07K
$177K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
57+ 95.0% |
$2.31K - $2.63K
|
117
$4.09K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
49New |
$1.98K - $2.26K
|
49
$1.71K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
47New |
$1.9K - $2.17K
|
47
$1.64K
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
37+ 0.3% |
$1.5K - $1.71K
|
12.4K
$431K
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
20+ 0.23% |
$810 - $922
|
8.63K
$301K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 1.27% |
$810 - $922
|
1.6K
$55.8K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
15New |
$608 - $692
|
15
$524
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15+ 1.22% |
$608 - $692
|
1.25K
$43.6K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3+ 1.28% |
$122 - $138
|
237
$8.28K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 0.34% |
$122 - $138
|
895
$31.3K
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-13- 0.16% |
$527 - $600
|
8.27K
$289K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15- 2.33% |
$608 - $692
|
630
$22K
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-47- 0.35% |
$1.9K - $2.17K
|
13.3K
$464K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-75- 14.31% |
$3.04K - $3.46K
|
449
$15.7K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-112- 6.63% |
$4.54K - $5.17K
|
1.58K
$55.1K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-141- 1.79% |
$5.71K - $6.5K
|
7.73K
$270K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-147- 10.83% |
$5.95K - $6.78K
|
1.21K
$42.3K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-189- 0.42% |
$7.66K - $8.72K
|
44.7K
$1.56M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-247- 50.1% |
$10K - $11.4K
|
246
$8.59K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-323- 5.98% |
$13.1K - $14.9K
|
5.08K
$177K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-367- 5.06% |
$14.9K - $16.9K
|
6.89K
$241K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-623- 3.16% |
$25.2K - $28.7K
|
19.1K
$667K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-813- 9.38% |
$32.9K - $37.5K
|
7.85K
$274K
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-905- 4.34% |
$36.7K - $41.7K
|
20K
$697K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-975- 32.57% |
$39.5K - $45K
|
2.02K
$70.5K
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.07K- 3.28% |
$43.3K - $49.3K
|
31.6K
$1.1M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.13KClosed |
$45.9K - $52.2K
|
0
$0
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.15K- 2.17% |
$46.7K - $53.2K
|
52K
$1.82M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.16K- 2.1% |
$46.8K - $53.3K
|
53.8K
$1.88M
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.17K- 93.6% |
$47.4K - $54K
|
80
$2.79K
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.21K- 9.96% |
$49K - $55.8K
|
10.9K
$382K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.36K- 11.39% |
$55.2K - $62.8K
|
10.6K
$370K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.45K- 10.27% |
$58.7K - $66.9K
|
12.7K
$443K
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.79K- 32.88% |
$72.4K - $82.5K
|
3.65K
$127K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.08K- 84.52% |
$84.1K - $95.7K
|
380
$13.3K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.27K- 6.51% |
$91.9K - $105K
|
32.6K
$1.14M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.46K- 44.67% |
$99.7K - $114K
|
3.05K
$107K
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.52K- 9.13% |
$143K - $162K
|
35K
$1.22M
|