Purchases and Sales Made in Q2 2025 in Ishares Global Industrials ETF (EXI)
This table provides information about the institutional ownership of Ishares Global Industrials ETF (EXI) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL INDUSTRIALS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
215KNew |
$27.9M - $35.6M
|
215K
$36M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14.1KNew |
$1.83M - $2.34M
|
14.1K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.21K+ 183.06% |
$1.06M - $1.36M
|
12.7K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
4.81KNew |
$622K - $795K
|
4.81K
$802K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.19K+ 1565.71% |
$284K - $363K
|
2.33K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.33KNew |
$173K - $221K
|
1.33K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
343New |
$44.4K - $56.7K
|
343
$57.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
170New |
$22K - $28.1K
|
170
$28.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
137+ 37.03% |
$17.7K - $22.7K
|
507
$84.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
63+ 116.67% |
$8.15K - $10.4K
|
117
$19.5K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
52+ 1.17% |
$6.73K - $8.6K
|
4.51K
$754K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6New |
$776 - $992
|
6
$1K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5New |
$647 - $827
|
5
$835
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.05% |
$388 - $496
|
5.65K
$943K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 1.18% |
$259 - $331
|
171
$28.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 37.5% |
$776 - $992
|
10
$1.67K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-84- 20.54% |
$10.9K - $13.9K
|
325
$54.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-85- 3.05% |
$11K - $14.1K
|
2.71K
$452K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 1.12% |
$12.9K - $16.5K
|
8.8K
$1.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-191- 13.15% |
$24.7K - $31.6K
|
1.26K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-203- 55.46% |
$26.3K - $33.6K
|
163
$27.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-299- 2.21% |
$38.7K - $49.4K
|
13.2K
$2.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-450- 60.32% |
$58.2K - $74.4K
|
296
$49.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-526- 30.33% |
$68K - $87K
|
1.21K
$202K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-568- 21.07% |
$73.5K - $93.9K
|
2.13K
$355K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-979- 33.47% |
$127K - $162K
|
1.95K
$325K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.42K- 28.0% |
$184K - $235K
|
3.65K
$609K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.48K- 24.5% |
$192K - $245K
|
4.57K
$762K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.7K- 95.08% |
$350K - $447K
|
140
$23.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.8K- 25.32% |
$2.95M - $3.77M
|
67.2K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-183K- 29.43% |
$23.7M - $30.3M
|
440K
$73.5M
|