Latest Institutional Transactions on Ishares Global Comm Services E (IXP)
This table provides information on the latest institutional transactions involving Ishares Global Comm Services E (IXP) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
1.9KNew |
$168K - $213K
|
1.9K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.06K- 10.51% |
$182K - $231K
|
17.5K
$2.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3KNew |
$265K - $337K
|
3K
$357K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
462New |
$40.7K - $51.9K
|
462
$55K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-2.85K- 3.0% |
$251K - $320K
|
92.1K
$11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15New |
$1.32K - $1.68K
|
15
$1.79K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.9KNew |
$168K - $213K
|
1.9K
$226K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
201+ 1.81% |
$17.7K - $22.6K
|
11.3K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
92New |
$8.11K - $10.3K
|
92
$11K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
650+ 104.84% |
$57.3K - $73K
|
1.27K
$151K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.09K+ 51.59% |
$199K - $223K
|
6.13K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
105New |
$10K - $11.2K
|
105
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-29- 0.86% |
$2.77K - $3.1K
|
3.33K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.36K- 27.88% |
$129K - $145K
|
3.51K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
53New |
$5.06K - $5.67K
|
53
$6.31K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14New |
$1.34K - $1.5K
|
14
$1.67K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
2.77KNew |
$265K - $296K
|
2.77K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-60- 33.52% |
$5.73K - $6.42K
|
119
$14.2K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
142+ 6.41% |
$13.6K - $15.2K
|
2.36K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11New |
$1.05K - $1.18K
|
11
$1.31K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
126New |
$12K - $13.5K
|
126
$15K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
34New |
$3.25K - $3.64K
|
34
$4.05K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-16- 0.28% |
$1.53K - $1.71K
|
5.72K
$681K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-700- 11.98% |
$66.8K - $74.9K
|
5.14K
$613K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
33+ 82.5% |
$3.15K - $3.53K
|
73
$8.7K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 3.33% |
$92.7 - $102
|
31
$3.69K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-38.5KClosed |
$3.57M - $3.95M
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-967- 12.59% |
$89.7K - $99.1K
|
6.71K
$800K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.78% |
$92.7 - $102
|
130
$15.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3New |
$278 - $307
|
3
$357
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4.96KNew |
$460K - $508K
|
4.96K
$591K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.32% |
$92.7 - $102
|
77
$9.17K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
22New |
$2.04K - $2.25K
|
22
$2.62K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
137New |
$12.7K - $14K
|
137
$16.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-29- 5.89% |
$2.43K - $2.73K
|
463
$55.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.37% |
$2.01K - $2.26K
|
6.52K
$776K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-151- 1.13% |
$12.7K - $14.2K
|
13.2K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 22.22% |
$168 - $188
|
7
$834
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 8.2% |
$219K - $245K
|
29.1K
$3.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-400- 5.63% |
$33.6K - $37.7K
|
6.7K
$798K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
167New |
$14K - $15.7K
|
167
$19.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
388+ 2.39% |
$32.6K - $36.5K
|
16.6K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27- 0.22% |
$2.27K - $2.54K
|
12.2K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-707- 4.54% |
$59.4K - $66.5K
|
14.9K
$1.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.14KNew |
$179K - $201K
|
2.14K
$254K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.25K- 64.1% |
$105K - $118K
|
700
$83.4K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
998New |
$81.2K - $89.4K
|
998
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Pura Vida Investments, LLC
New York, NY |
BUY
|
PUT |
20KNew |
$1.63M - $1.79M
|
20K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
384+ 0.51% |
$31.3K - $34.4K
|
76.3K
$9.09M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
132New |
$10.7K - $11.8K
|
132
$15.7K
|
|