Latest Institutional Transactions on Ishares Inc Msci Global Gold M (RING)
This table provides information on the latest institutional transactions involving Ishares Inc Msci Global Gold M (RING) 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 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.27KNew |
$46.9K - $59.3K
|
2.27K
$99.5K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
224New |
$4.63K - $5.85K
|
224
$9.81K
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
126KNew |
$2.6M - $3.29M
|
126K
$5.52M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$317K - $401K
|
15.4K
$673K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.3KNew |
$26.9K - $34K
|
1.3K
$57K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.18KNew |
$24.3K - $30.7K
|
1.18K
$51.5K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.3K- 11.5% |
$275K - $348K
|
103K
$4.49M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$4.13K - $5.22K
|
200
$8.76K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.5KNew |
$176K - $222K
|
8.5K
$372K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
168New |
$3.47K - $4.39K
|
168
$7.36K
|
|
Q4 2022 | |||||||
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
50New |
$861 - $1.16K
|
50
$2.19K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.35KNew |
$74.9K - $101K
|
4.35K
$191K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
71+ 12.91% |
$1.22K - $1.65K
|
621
$27.2K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.38K- 12.34% |
$23.7K - $32.1K
|
9.8K
$429K
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
28.2KNew |
$486K - $657K
|
28.2K
$1.24M
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
107New |
$1.84K - $2.49K
|
107
$4.69K
|
|
Q3 2022 | |||||||
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
153KNew |
$2.6M - $3.41M
|
153K
$6.69M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-238- 53.13% |
$4.06K - $5.32K
|
210
$9.2K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-174- 16.99% |
$2.97K - $3.89K
|
850
$37.2K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
26New |
$444 - $581
|
26
$1.14K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
10New |
$171 - $223
|
10
$438
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
24KNew |
$409K - $536K
|
24K
$1.05M
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
256+ 9.7% |
$5.58K - $8.46K
|
2.9K
$127K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.02KNew |
$131K - $199K
|
6.02K
$264K
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
BUY
|
- |
15.8K+ 1.59% |
$344K - $522K
|
1.01M
$44.2M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.98K- 56.19% |
$64.9K - $98.5K
|
2.32K
$102K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.33KClosed |
$160K - $242K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-69.3KClosed |
$1.51M - $2.29M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-7.4KClosed |
$161K - $245K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-6.85KClosed |
$149K - $226K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-9.58KClosed |
$209K - $317K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.19KClosed |
$47.7K - $72.3K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-11.9K- 14.06% |
$259K - $393K
|
72.7K
$3.18M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.5KClosed |
$251K - $381K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-4.04K- 25.94% |
$88K - $134K
|
11.5K
$505K
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.58KClosed |
$34.5K - $52.3K
|
0
$0
|
|
Q1 2022 | |||||||
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.7KClosed |
$364K - $459K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1KClosed |
$24.7K - $31.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-46.8KClosed |
$1.16M - $1.46M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
200KNew |
$4.95M - $6.26M
|
200K
$8.77M
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-5.22K- 11.1% |
$129K - $163K
|
41.9K
$1.83M
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-10.3KClosed |
$256K - $323K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-131Closed |
$3.24K - $4.1K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-12KClosed |
$296K - $374K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
250+ 17.36% |
$6.19K - $7.82K
|
1.69K
$74K
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-39KClosed |
$965K - $1.22M
|
0
$0
|
|
Q4 2021 | |||||||
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
396New |
$9.62K - $11.5K
|
396
$17.3K
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10.7KNew |
$260K - $311K
|
10.7K
$469K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25New |
$607 - $728
|
25
$1.1K
|