Purchases and Sales Made in Q4 2025 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q4 2025. 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 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.94K+ 28.53% |
$219K - $229K
|
8.73K
$1.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.4KNew |
$159K - $166K
|
1.4K
$162K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.05KNew |
$118K - $123K
|
1.05K
$121K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
646+ 36.39% |
$73K - $76.2K
|
2.42K
$280K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
144+ 0.11% |
$16.3K - $17K
|
131K
$15.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
125+ 2.79% |
$14.1K - $14.8K
|
4.6K
$532K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
66+ 35.48% |
$7.46K - $7.79K
|
252
$29.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
4+ 3.42% |
$452 - $472
|
121
$14K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.06% |
$113 - $118
|
1.61K
$186K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 7.14% |
$904 - $944
|
104
$12K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-64- 42.38% |
$7.23K - $7.55K
|
87
$10.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-84- 0.51% |
$9.49K - $9.91K
|
16.3K
$1.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.4K- 94.92% |
$1.97M - $2.05M
|
932
$108K
|
|