Purchases and Sales Made in Q3 2024 in Ishares Global Industrials ETF (EXI)
This table provides information about the institutional ownership of Ishares Global Industrials ETF (EXI) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
706K+ 144.65% |
$92.9M - $106M
|
1.19M
$176M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
454K+ 220.08% |
$59.7M - $68M
|
660K
$97.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
151K+ 10.3% |
$19.9M - $22.7M
|
1.62M
$239M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.1K+ 204.14% |
$7.92M - $9.01M
|
89.6K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.6K+ 99.51% |
$2.18M - $2.49M
|
33.3K
$4.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.37K+ 218.74% |
$969K - $1.1M
|
10.7K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.93K+ 232.7% |
$649K - $739K
|
7.05K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.82K+ 2411.0% |
$635K - $723K
|
5.02K
$741K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.49K+ 199.56% |
$591K - $673K
|
6.74K
$994K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.59KNew |
$472K - $538K
|
3.59K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.47K+ 185.15% |
$456K - $519K
|
5.34K
$787K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.13KNew |
$412K - $469K
|
3.13K
$462K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.04KNew |
$400K - $455K
|
3.04K
$448K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.95K+ 17.97% |
$388K - $442K
|
19.4K
$2.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.94KNew |
$387K - $441K
|
2.94K
$434K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.94KNew |
$387K - $441K
|
2.94K
$434K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.83K+ 123.14% |
$372K - $424K
|
5.12K
$755K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.42KNew |
$318K - $363K
|
2.42K
$357K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.36KNew |
$311K - $354K
|
2.36K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.01KNew |
$265K - $302K
|
2.01K
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
1.62KNew |
$213K - $242K
|
1.62K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.56K+ 31.12% |
$205K - $233K
|
6.56K
$967K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.5KNew |
$198K - $225K
|
1.5K
$221K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.42KNew |
$186K - $212K
|
1.42K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.15KNew |
$151K - $172K
|
1.15K
$169K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.14K+ 49.16% |
$150K - $171K
|
3.46K
$511K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
993+ 7.9% |
$131K - $149K
|
13.6K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
959+ 12.76% |
$126K - $144K
|
8.47K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
822+ 10.43% |
$108K - $123K
|
8.7K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
793+ 34.55% |
$104K - $119K
|
3.09K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
641+ 15.34% |
$84.4K - $96.1K
|
4.82K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
459+ 17.25% |
$60.4K - $68.8K
|
3.12K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
362+ 282.81% |
$47.6K - $54.3K
|
490
$72.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
255+ 1.25% |
$33.6K - $38.2K
|
20.7K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
227+ 68.79% |
$29.9K - $34K
|
557
$82.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
162+ 4.47% |
$21.3K - $24.3K
|
3.79K
$558K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145+ 135.51% |
$19.1K - $21.7K
|
252
$37.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
132+ 75.43% |
$17.4K - $19.8K
|
307
$45.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
92+ 0.49% |
$12.1K - $13.8K
|
18.8K
$2.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
66+ 13.58% |
$8.69K - $9.89K
|
552
$81.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
66+ 1.03% |
$8.69K - $9.89K
|
6.49K
$957K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
53+ 441.67% |
$6.97K - $7.94K
|
65
$9.58K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
32New |
$4.21K - $4.8K
|
32
$4.72K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
21+ 1.09% |
$2.76K - $3.15K
|
1.95K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
13+ 144.44% |
$1.71K - $1.95K
|
22
$3.24K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 220.0% |
$1.45K - $1.65K
|
16
$2.36K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 7.41% |
$1.32K - $1.5K
|
145
$21.4K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8New |
$1.05K - $1.2K
|
8
$1.18K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7+ 0.15% |
$921 - $1.05K
|
4.77K
$703K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|