Latest Institutional Purchases of Ishares Global Fin'L ETF (IXG)
This list provides information on the latest institutional transactions involving Ishares Global Fin'L ETF (IXG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
245+ 6.15% |
$20.5K - $23.2K
|
4.23K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
100New |
$8.35K - $9.48K
|
100
$10.3K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
48+ 2.24% |
$4.01K - $4.55K
|
2.19K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
48+ 35.29% |
$4.01K - $4.55K
|
184
$19K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44New |
$3.67K - $4.17K
|
44
$4.55K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 17.54% |
$835 - $948
|
67
$6.93K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.78KNew |
$227K - $247K
|
2.78K
$287K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.68KNew |
$219K - $238K
|
2.68K
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
650New |
$53.1K - $57.8K
|
650
$67.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
345New |
$28.2K - $30.7K
|
345
$35.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
20New |
$1.63K - $1.78K
|
20
$2.07K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.74% |
$490 - $534
|
351
$36.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.13% |
$81.7 - $88.9
|
792
$82K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
3.4K+ 14.01% |
$261K - $295K
|
27.7K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.57KNew |
$197K - $223K
|
2.57K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
269+ 9.05% |
$20.6K - $23.3K
|
3.24K
$336K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
42New |
$3.22K - $3.64K
|
42
$4.35K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11.8KNew |
$792K - $934K
|
11.8K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
4.59KNew |
$307K - $362K
|
4.59K
$475K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
481New |
$32.2K - $38K
|
481
$49.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
315+ 123.05% |
$21.1K - $24.9K
|
571
$59.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
257+ 6.73% |
$17.2K - $20.3K
|
4.07K
$422K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
189New |
$12.6K - $14.9K
|
189
$19.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
137New |
$9.17K - $10.8K
|
137
$14.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
128New |
$8.56K - $10.1K
|
128
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
113New |
$7.56K - $8.92K
|
113
$11.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
101New |
$6.76K - $7.97K
|
101
$10.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
40New |
$2.68K - $3.16K
|
40
$4.14K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
32New |
$2.14K - $2.52K
|
32
$3.31K
|
|
| Q3 2023 | |||||||
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
252+ 0.6% |
$17.7K - $18.9K
|
42.1K
$4.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
132New |
$9.28K - $9.91K
|
132
$13.7K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.37KNew |
$368K - $388K
|
5.37K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
590New |
$40.4K - $42.6K
|
590
$61.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
438New |
$30K - $31.6K
|
438
$45.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
119New |
$8.15K - $8.59K
|
119
$12.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 1.22% |
$753 - $794
|
915
$94.7K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
6New |
$411 - $433
|
6
$621
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.28K+ 19.05% |
$150K - $175K
|
14.3K
$1.47M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
195New |
$12.8K - $15K
|
195
$20.2K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
56+ 127.27% |
$3.68K - $4.3K
|
100
$10.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
56New |
$3.68K - $4.3K
|
56
$5.8K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
25New |
$1.64K - $1.92K
|
25
$2.59K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
$1.45K - $1.69K
|
22
$2.28K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3New |
$197 - $230
|
3
$310
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
20.5KNew |
$1.25M - $1.51M
|
20.5K
$2.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
18.9KNew |
$1.15M - $1.39M
|
18.9K
$1.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
700+ 88.61% |
$42.7K - $51.5K
|
1.49K
$154K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
605+ 3.42% |
$36.9K - $44.5K
|
18.3K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
538New |
$32.8K - $39.6K
|
538
$55.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
480New |
$29.3K - $35.3K
|
480
$49.7K
|
|