Purchases and Sales Made in Q1 2025 in Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR GLOBAL UTILS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
55.9K+ 5608.23% |
$3.51M - $3.86M
|
56.9K
$4.18M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
30.2KNew |
$1.9M - $2.09M
|
30.2K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23KNew |
$1.45M - $1.59M
|
23K
$1.69M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
15.7K+ 2245.85% |
$986K - $1.08M
|
16.4K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$769K - $845K
|
12.2K
$900K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.1KNew |
$509K - $560K
|
8.1K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.75KNew |
$299K - $328K
|
4.75K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.14K+ 39.29% |
$197K - $217K
|
11.1K
$819K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.12K+ 10.91% |
$196K - $216K
|
31.8K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3KNew |
$189K - $207K
|
3K
$221K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.83K+ 256.96% |
$115K - $126K
|
2.54K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
809+ 0.64% |
$50.9K - $55.9K
|
127K
$9.31M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
711New |
$44.7K - $49.1K
|
711
$52.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
285New |
$17.9K - $19.7K
|
285
$21K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
232+ 2.15% |
$14.6K - $16K
|
11K
$810K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
229+ 2.63% |
$14.4K - $15.8K
|
8.95K
$658K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
120New |
$7.55K - $8.29K
|
120
$8.83K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
120+ 5.83% |
$7.55K - $8.29K
|
2.18K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12New |
$755 - $829
|
12
$883
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.01% |
$62.9 - $69.1
|
9.46K
$696K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-20- 1.79% |
$1.26K - $1.38K
|
1.1K
$80.9K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-53- 15.63% |
$3.33K - $3.66K
|
286
$21K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64- 0.94% |
$4.03K - $4.42K
|
6.77K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100Closed |
$6.29K - $6.91K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-135- 1.35% |
$8.49K - $9.33K
|
9.85K
$725K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-200- 14.81% |
$12.6K - $13.8K
|
1.15K
$84.6K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-296- 1.28% |
$18.6K - $20.5K
|
22.9K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 7.14% |
$18.9K - $20.7K
|
3.9K
$287K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-654- 2.37% |
$41.1K - $45.2K
|
27K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-742- 9.64% |
$46.7K - $51.3K
|
6.96K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-959- 4.49% |
$60.3K - $66.3K
|
20.4K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 21.33% |
$106K - $116K
|
6.19K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.72K- 30.04% |
$108K - $119K
|
4K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.31K- 9.11% |
$145K - $160K
|
23.1K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.55K- 48.17% |
$223K - $245K
|
3.82K
$281K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.74K- 8.89% |
$235K - $258K
|
38.3K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5K- 30.73% |
$721K - $792K
|
25.8K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-16.1K- 98.55% |
$1.02M - $1.11M
|
237
$17.4K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.8K- 17.07% |
$1.06M - $1.16M
|
81.6K
$6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-42.7K- 72.19% |
$2.69M - $2.95M
|
16.4K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.8K- 71.95% |
$2.82M - $3.09M
|
17.5K
$1.28M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-54.9K- 96.55% |
$3.45M - $3.79M
|
1.96K
$144K
|