Latest Institutional Transactions on Ishares Global Materials ETF (MXI)
This table provides information on the latest institutional transactions involving Ishares Global Materials ETF (MXI) 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-37Closed |
$3.15K - $3.5K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5New |
$426 - $473
|
5
$445
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-175Closed |
$14.9K - $16.6K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Schroders Is LTD
|
SELL
|
- |
-13.6KClosed |
$1.19M - $1.32M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-12.8KClosed |
$1.12M - $1.25M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-715Closed |
$62.7K - $69.6K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.37KNew |
$471K - $523K
|
5.37K
$478K
|
|
Q1 2021 | |||||||
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.78K+ 1108.45% |
$465K - $509K
|
6.3K
$561K
|
|
May 17, 2021
Q1 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.2KNew |
$338K - $370K
|
4.2K
$374K
|
|
May 14, 2021
Q1 2021
|
Hernani Holdings LLC
Jackson, WY |
SELL
|
- |
-64.3KClosed |
$5.18M - $5.67M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-24Closed |
$1.93K - $2.12K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21Closed |
$1.69K - $1.85K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-256Closed |
$20.6K - $22.6K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
60New |
$4.83K - $5.29K
|
60
$5.34K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
455New |
$30.6K - $37.2K
|
455
$40.5K
|
|
Feb 12, 2021
Q4 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
100New |
$6.72K - $8.17K
|
100
$8.91K
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-11Closed |
$739 - $899
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
259New |
$17.4K - $21.2K
|
259
$23.1K
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-5.47KClosed |
$342K - $400K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-125Closed |
$7.82K - $9.14K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-96Closed |
$6K - $7.02K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-227Closed |
$14.2K - $16.6K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-465Closed |
$29.1K - $34K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4KClosed |
$250K - $293K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-30Closed |
$1.88K - $2.19K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-130Closed |
$8.13K - $9.51K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-51.5KClosed |
$3.22M - $3.76M
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-111Closed |
$6.94K - $8.12K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-200Closed |
$9.52K - $13K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Destination Wealth Management
|
SELL
|
- |
-25.6KClosed |
$1.22M - $1.66M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-122Closed |
$5.81K - $7.94K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-697Closed |
$33.2K - $45.4K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-112Closed |
$5.33K - $7.29K
|
0
$0
|
|
Jul 17, 2020
Q2 2020
|
First Command Bank
|
SELL
|
- |
-112Closed |
$5.33K - $7.29K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.1KClosed |
$132K - $210K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2Closed |
$85.3 - $135
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-26.6KClosed |
$1.13M - $1.8M
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Wrapmanager Inc
|
SELL
|
- |
-3.5KClosed |
$149K - $236K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-7.95KClosed |
$339K - $537K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.81KClosed |
$162K - $257K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-3.13KClosed |
$133K - $212K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.8KClosed |
$205K - $325K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-194KClosed |
$8.27M - $13.1M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-12.2KClosed |
$522K - $827K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Csenge Advisory Group
|
SELL
|
- |
-14.9KClosed |
$637K - $1.01M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Wealthpoint, LLC
|
SELL
|
- |
-5.81KClosed |
$248K - $393K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
Brookstone Capital Management
|
SELL
|
- |
-3.87KClosed |
$165K - $262K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
44New |
$2.66K - $2.97K
|
44
$3.92K
|
|
Jan 16, 2020
Q4 2019
|
Affiance Financial, LLC
|
BUY
|
- |
203New |
$12.3K - $13.7K
|
203
$18.1K
|