Purchases and Sales Made in Q4 2025 in Ishares Global Materials ETF (MXI)
This table provides information about the institutional ownership of Ishares Global Materials ETF (MXI) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL MATERIALS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27.2KNew |
$2.39M - $2.53M
|
27.2K
$2.49M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
13.5KNew |
$1.19M - $1.26M
|
13.5K
$1.24M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.97K+ 3.31% |
$525K - $556K
|
186K
$17.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.44K+ 65.02% |
$215K - $227K
|
6.19K
$567K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 224.38% |
$104K - $110K
|
1.7K
$156K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
267New |
$23.5K - $24.9K
|
267
$24.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
38+ 35.85% |
$3.34K - $3.54K
|
144
$13.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-48- 1.29% |
$4.22K - $4.47K
|
3.68K
$337K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-991- 28.98% |
$87.2K - $92.4K
|
2.43K
$223K
|
|