Latest Institutional Transactions on Ishares Global Fin'L ETF (IXG)
This table provides information on the latest institutional transactions involving Ishares Global Fin'L ETF (IXG) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
481New |
$32.2K - $38K
|
481
$50.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-670- 7.24% |
$47.1K - $50.3K
|
8.58K
$894K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-9.37K- 34.43% |
$659K - $704K
|
17.9K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-718- 73.79% |
$50.5K - $53.9K
|
255
$26.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-766- 16.75% |
$53.8K - $57.5K
|
3.81K
$397K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
252+ 0.6% |
$17.7K - $18.9K
|
42.1K
$4.38M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
132New |
$9.28K - $9.91K
|
132
$13.8K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
6New |
$411 - $433
|
6
$625
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
590New |
$40.4K - $42.6K
|
590
$61.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.37KNew |
$368K - $388K
|
5.37K
$560K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
438New |
$30K - $31.6K
|
438
$45.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-20- 2.14% |
$1.37K - $1.44K
|
915
$95.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 1.22% |
$753 - $794
|
915
$95.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
119New |
$8.15K - $8.59K
|
119
$12.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.24K- 2.61% |
$154K - $162K
|
83.6K
$8.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-45- 16.19% |
$3.08K - $3.25K
|
233
$24.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-31- 5.33% |
$2.04K - $2.38K
|
551
$57.4K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.28K+ 19.05% |
$150K - $175K
|
14.3K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-568- 12.54% |
$37.3K - $43.6K
|
3.96K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-400- 1.83% |
$26.3K - $30.7K
|
21.4K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-31.6K- 88.11% |
$2.08M - $2.42M
|
4.26K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-279- 8.34% |
$18.3K - $21.4K
|
3.07K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$1.45K - $1.69K
|
22
$2.29K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-104- 51.74% |
$6.84K - $7.98K
|
97
$10.1K
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-169K- 51.18% |
$11.1M - $13M
|
162K
$16.8M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-15.3K- 49.2% |
$1.01M - $1.17M
|
15.8K
$1.65M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3New |
$197 - $230
|
3
$313
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 1.43% |
$65.8 - $76.7
|
69
$7.19K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-12- 0.36% |
$789 - $921
|
3.37K
$351K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
56+ 127.27% |
$3.68K - $4.3K
|
100
$10.4K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-8.65K- 99.71% |
$569K - $664K
|
25
$2.6K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
25New |
$1.64K - $1.92K
|
25
$2.6K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
195New |
$12.8K - $15K
|
195
$20.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56New |
$3.68K - $4.3K
|
56
$5.83K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-13- 30.95% |
$855 - $998
|
29
$3.02K
|
|
| Q4 2022 | |||||||
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6- 40.0% |
$366 - $441
|
9
$938
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2Closed |
$122 - $147
|
0
$0
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
121New |
$7.38K - $8.9K
|
121
$12.6K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.33K- 30.5% |
$81.2K - $97.9K
|
3.03K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
538New |
$32.8K - $39.6K
|
538
$56.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
106New |
$6.46K - $7.8K
|
106
$11K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-502- 11.83% |
$30.6K - $36.9K
|
3.74K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.43K- 27.87% |
$86.9K - $105K
|
3.69K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
480New |
$29.3K - $35.3K
|
480
$50K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1New |
$61 - $73.6
|
1
$104
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.62K- 70.88% |
$587K - $708K
|
3.95K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 88.61% |
$42.7K - $51.5K
|
1.49K
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-400- 7.55% |
$24.4K - $29.4K
|
4.9K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-61- 30.05% |
$3.72K - $4.49K
|
142
$14.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
18.9KNew |
$1.15M - $1.39M
|
18.9K
$1.97M
|
|