Purchases and Sales Made in Q4 2024 in Ishares Global Fin'L ETF (IXG)
This table provides information about the institutional ownership of Ishares Global Fin'L ETF (IXG) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
192KNew |
$17.9M - $19.5M
|
192K
$19.7M
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
47.3KNew |
$4.41M - $4.81M
|
47.3K
$4.85M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
17.3KNew |
$1.61M - $1.76M
|
17.3K
$1.77M
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
15.3K+ 6.05% |
$1.43M - $1.56M
|
268K
$27.5M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15KNew |
$1.4M - $1.53M
|
15K
$1.54M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.99K+ 167.15% |
$931K - $1.02M
|
16K
$1.64M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.87K+ 26.71% |
$734K - $801K
|
37.3K
$3.83M
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
6.69K+ 83.52% |
$624K - $681K
|
14.7K
$1.51M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.3KNew |
$587K - $640K
|
6.3K
$645K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.51K+ 13.53% |
$328K - $357K
|
29.5K
$3.02M
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3KNew |
$280K - $305K
|
3K
$308K
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
2.47KNew |
$230K - $251K
|
2.47K
$253K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.03K+ 113.23% |
$189K - $206K
|
3.82K
$391K
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.86K+ 71.91% |
$174K - $190K
|
4.46K
$457K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
906+ 17.22% |
$84.5K - $92.2K
|
6.17K
$632K
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
431+ 15.49% |
$40.2K - $43.8K
|
3.21K
$329K
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
400New |
$37.3K - $40.7K
|
400
$41K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
365New |
$34K - $37.1K
|
365
$37.4K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
352+ 61.54% |
$32.8K - $35.8K
|
924
$94.7K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
251+ 1.28% |
$23.4K - $25.5K
|
19.9K
$2.04M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
237New |
$22.1K - $24.1K
|
237
$24.3K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
199+ 12.63% |
$18.6K - $20.2K
|
1.78K
$182K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
159+ 4.34% |
$14.8K - $16.2K
|
3.82K
$392K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
150+ 41.67% |
$14K - $15.3K
|
510
$52.3K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
100+ 2.48% |
$9.33K - $10.2K
|
4.14K
$424K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
84New |
$7.83K - $8.54K
|
84
$8.61K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
75New |
$6.99K - $7.63K
|
75
$7.69K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70+ 7.67% |
$6.53K - $7.12K
|
983
$101K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64+ 1.07% |
$5.97K - $6.51K
|
6.06K
$621K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 56.48% |
$5.69K - $6.2K
|
169
$17.3K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
60New |
$5.6K - $6.1K
|
60
$6.15K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
24+ 1.13% |
$2.24K - $2.44K
|
2.15K
$220K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
23+ 0.86% |
$2.14K - $2.34K
|
2.7K
$277K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
4+ 1.02% |
$373 - $407
|
398
$40.8K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 33.33% |
$93.3 - $102
|
4
$410
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 26.47% |
$839 - $915
|
25
$2.56K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-26- 8.25% |
$2.42K - $2.64K
|
289
$29.6K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-43- 1.43% |
$4.01K - $4.37K
|
2.96K
$304K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-54- 30.0% |
$5.04K - $5.49K
|
126
$12.9K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-90- 3.36% |
$8.39K - $9.15K
|
2.59K
$265K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-95- 1.56% |
$8.86K - $9.66K
|
5.98K
$613K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-111- 3.78% |
$10.4K - $11.3K
|
2.82K
$289K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-119- 4.88% |
$11.1K - $12.1K
|
2.32K
$238K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-193- 3.99% |
$18K - $19.6K
|
4.64K
$476K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-246- 6.89% |
$22.9K - $25K
|
3.32K
$341K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-290- 72.5% |
$27K - $29.5K
|
110
$11.3K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-315- 26.45% |
$29.4K - $32K
|
876
$89.8K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-336- 6.02% |
$31.3K - $34.2K
|
5.25K
$538K
|