Purchases and Sales Made in Q4 2024 in Ishares Global Industrials ETF (EXI)
This table provides information about the institutional ownership of Ishares Global Industrials ETF (EXI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.48KNew |
$633K - $682K
|
4.48K
$659K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.96KNew |
$418K - $451K
|
2.96K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.58K+ 45.7% |
$223K - $241K
|
5.04K
$742K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
471+ 186.9% |
$66.5K - $71.6K
|
723
$106K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
131+ 2.02% |
$18.5K - $19.9K
|
6.62K
$974K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
86New |
$12.1K - $13.1K
|
86
$12.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
77New |
$10.9K - $11.7K
|
77
$11.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7+ 0.24% |
$988 - $1.06K
|
2.95K
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-10- 0.62% |
$1.41K - $1.52K
|
1.61K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-178- 3.06% |
$25.1K - $27.1K
|
5.65K
$830K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-296- 12.23% |
$41.8K - $45K
|
2.12K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-309- 1.64% |
$43.6K - $47K
|
18.5K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-506- 25.91% |
$71.4K - $76.9K
|
1.45K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.23K- 48.37% |
$314K - $338K
|
2.38K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.63K- 41.75% |
$513K - $552K
|
5.07K
$745K
|