Purchases and Sales Made in Q3 2023 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
66.2K+ 25473.46% |
$4.65M - $4.97M
|
66.5K
$6.44M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.1K+ 43407.96% |
$3.45M - $3.68M
|
49.2K
$4.76M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.9K+ 78.6% |
$1.4M - $1.5M
|
45.3K
$4.39M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.1K+ 91.8% |
$851K - $909K
|
25.3K
$2.45M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.1K+ 539.2% |
$712K - $761K
|
12K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.49K+ 19.8% |
$315K - $337K
|
27.2K
$2.63M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.82KNew |
$268K - $287K
|
3.82K
$370K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.31KNew |
$233K - $249K
|
3.31K
$321K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.69K+ 0.72% |
$189K - $202K
|
379K
$36.7M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.77KNew |
$124K - $133K
|
1.77K
$172K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 4.35% |
$102K - $109K
|
34.9K
$3.39M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.2K+ 33.89% |
$84.4K - $90.2K
|
4.75K
$460K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
681+ 16.76% |
$47.9K - $51.1K
|
4.75K
$460K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
565New |
$39.7K - $42.4K
|
565
$54.8K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
400+ 100.0% |
$28.1K - $30K
|
800
$77.5K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
359+ 5.8% |
$25.2K - $27K
|
6.55K
$634K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
336+ 8.19% |
$23.6K - $25.2K
|
4.44K
$430K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
303New |
$21.3K - $22.8K
|
303
$29.4K
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
252+ 0.6% |
$17.7K - $18.9K
|
42.1K
$4.08M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
176New |
$12.4K - $13.2K
|
176
$17.1K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
167+ 0.49% |
$11.7K - $12.5K
|
34.4K
$3.33M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
163+ 4.55% |
$11.5K - $12.2K
|
3.75K
$363K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
132New |
$9.28K - $9.91K
|
132
$12.8K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
121+ 0.62% |
$8.5K - $9.09K
|
19.8K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120+ 21.47% |
$8.43K - $9.01K
|
679
$65.8K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
115+ 3.9% |
$8.08K - $8.64K
|
3.06K
$297K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
56+ 0.12% |
$3.94K - $4.21K
|
45.9K
$4.45M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34+ 1133.33% |
$2.39K - $2.55K
|
37
$3.59K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1Closed |
$70.3 - $75.1
|
0
$0
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 2.94% |
$70.3 - $75.1
|
33
$3.2K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 0.66% |
$211 - $225
|
449
$43.5K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18- 20.69% |
$1.27K - $1.35K
|
69
$6.69K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-22- 3.24% |
$1.55K - $1.65K
|
656
$63.6K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-30- 1.32% |
$2.11K - $2.25K
|
2.24K
$217K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-36- 1.36% |
$2.53K - $2.7K
|
2.61K
$253K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-62- 0.77% |
$4.36K - $4.66K
|
7.97K
$773K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 18.39% |
$5.76K - $6.16K
|
364
$35.3K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-96- 17.71% |
$6.75K - $7.21K
|
446
$43.2K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-130- 1.91% |
$9.14K - $9.76K
|
6.68K
$648K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-158- 37.98% |
$11.1K - $11.9K
|
258
$25K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-158- 37.98% |
$11.1K - $11.9K
|
258
$25K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-174- 1.22% |
$12.2K - $13.1K
|
14K
$1.36M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-192- 0.23% |
$13.5K - $14.4K
|
82.8K
$8.02M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-197- 43.49% |
$13.8K - $14.8K
|
256
$24.8K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-348- 6.0% |
$24.5K - $26.1K
|
5.45K
$528K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-396- 10.37% |
$27.8K - $29.7K
|
3.42K
$332K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-405- 7.49% |
$28.5K - $30.4K
|
5K
$485K
|