Purchases and Sales Made in Q4 2024 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL FIN'L ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
192KNew |
$17.9M - $19.5M
|
192K
$19.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
17.3KNew |
$1.61M - $1.76M
|
17.3K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15KNew |
$1.4M - $1.53M
|
15K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.69K+ 83.52% |
$624K - $681K
|
14.7K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3KNew |
$280K - $305K
|
3K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
84New |
$7.83K - $8.54K
|
84
$8.58K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
24+ 1.13% |
$2.24K - $2.44K
|
2.15K
$219K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-26- 8.25% |
$2.42K - $2.64K
|
289
$29.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-43- 1.43% |
$4.01K - $4.37K
|
2.96K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-90- 3.36% |
$8.39K - $9.15K
|
2.59K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-95- 1.56% |
$8.86K - $9.66K
|
5.98K
$611K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-111- 3.78% |
$10.4K - $11.3K
|
2.82K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-290- 72.5% |
$27K - $29.5K
|
110
$11.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.01K- 31.99% |
$93.8K - $102K
|
2.14K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4K- 23.36% |
$373K - $407K
|
13.1K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.24K- 7.33% |
$396K - $432K
|
53.6K
$5.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.26K- 58.54% |
$397K - $433K
|
3.02K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.63K- 18.58% |
$619K - $675K
|
29.1K
$2.97M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-316K- 99.13% |
$29.4M - $32.1M
|
2.78K
$284K
|