Latest Institutional Transactions on Ishares India 50 ETF (INDY)
This table provides information on the latest institutional transactions involving Ishares India 50 ETF (INDY) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.73K- 8.34% |
$119K - $135K
|
30K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
4.56KNew |
$199K - $226K
|
4.56K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27KNew |
$1.18M - $1.34M
|
27K
$1.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.9KNew |
$1.13M - $1.28M
|
25.9K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-58- 31.69% |
$2.53K - $2.87K
|
125
$6.69K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.9K- 17.79% |
$126K - $144K
|
13.4K
$717K
|
|
| Q3 2023 | |||||||
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-200- 33.33% |
$8.94K - $9.31K
|
400
$21.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.8KNew |
$571K - $595K
|
12.8K
$684K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.5KNew |
$246K - $256K
|
5.5K
$294K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.5KNew |
$736K - $766K
|
16.5K
$881K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.21K- 27.6% |
$98.6K - $103K
|
5.79K
$310K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.25KNew |
$324K - $338K
|
7.25K
$388K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
470New |
$21K - $21.9K
|
470
$25.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
885KNew |
$39.5M - $41.2M
|
885K
$47.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.86KNew |
$217K - $226K
|
4.86K
$260K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$2.23K - $2.33K
|
50
$2.68K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
500New |
$20.6K - $22.5K
|
500
$26.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.43KNew |
$99.9K - $109K
|
2.43K
$130K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
907New |
$37.3K - $40.9K
|
907
$48.5K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-305- 75.31% |
$12.5K - $13.7K
|
100
$5.35K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.6K- 38.01% |
$189K - $207K
|
7.49K
$401K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
12New |
$477 - $521
|
12
$642
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-115K- 41.61% |
$4.56M - $4.98M
|
161K
$8.62M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
29New |
$1.15K - $1.26K
|
29
$1.55K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.71KNew |
$108K - $118K
|
2.71K
$145K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.34K- 38.94% |
$212K - $232K
|
8.37K
$448K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
560+ 9.88% |
$23.5K - $26K
|
6.23K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1K+ 20.83% |
$41.9K - $46.4K
|
5.8K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.7KNew |
$572K - $634K
|
13.7K
$732K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.8K- 19.39% |
$159K - $176K
|
15.8K
$846K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
85New |
$3.56K - $3.95K
|
85
$4.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-25.9K- 26.22% |
$1.08M - $1.2M
|
72.9K
$3.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.8KNew |
$411K - $455K
|
9.8K
$525K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
300+ 3.72% |
$12.6K - $13.9K
|
8.37K
$448K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-662- 11.01% |
$27.7K - $30.7K
|
5.35K
$286K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
617New |
$25.8K - $28.6K
|
617
$33K
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10K- 12.5% |
$419K - $464K
|
70K
$3.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
19KNew |
$794K - $881K
|
19K
$1.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
5.11KNew |
$214K - $237K
|
5.11K
$273K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.79K+ 53.72% |
$201K - $222K
|
13.7K
$734K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
8+ 3.65% |
$335 - $371
|
227
$12.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-911- 80.55% |
$37.2K - $41.6K
|
220
$11.8K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
193New |
$7.89K - $8.82K
|
193
$10.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
19.6K+ 239.02% |
$801K - $896K
|
27.8K
$1.49M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
18.5K+ 75.88% |
$744K - $894K
|
42.8K
$2.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-30.5KClosed |
$1.23M - $1.47M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-76Closed |
$3.06K - $3.68K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-10.4KClosed |
$418K - $503K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-281Closed |
$11.3K - $13.6K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.17K+ 9.98% |
$87.4K - $105K
|
23.9K
$1.28M
|
|