Purchases and Sales Made in Q2 2025 in Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.3K+ 231.12% |
$2.6M - $2.99M
|
57.8K
$4.71M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 14.83% |
$781K - $895K
|
93.7K
$7.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
10.6KNew |
$684K - $785K
|
10.6K
$864K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.6K+ 130.42% |
$682K - $782K
|
18.7K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.82KNew |
$634K - $727K
|
9.82K
$800K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
7.69KNew |
$497K - $569K
|
7.69K
$627K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.67K+ 200.71% |
$495K - $568K
|
11.5K
$936K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.24KNew |
$338K - $388K
|
5.24K
$427K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.73KNew |
$305K - $350K
|
4.73K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.67K+ 15.98% |
$237K - $272K
|
26.7K
$2.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.46KNew |
$223K - $256K
|
3.46K
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.1K+ 8.08% |
$200K - $229K
|
41.4K
$3.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.06KNew |
$198K - $227K
|
3.06K
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.5K+ 4.97% |
$96.8K - $111K
|
31.7K
$2.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.24K+ 12.54% |
$79.7K - $91.4K
|
11.1K
$903K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.16K+ 7.04% |
$74.8K - $85.7K
|
17.6K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.02K+ 1015.0% |
$65.5K - $75.1K
|
1.12K
$90.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
669+ 2.9% |
$43.2K - $49.5K
|
23.7K
$1.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
425New |
$27.4K - $31.5K
|
425
$34.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
406+ 16.0% |
$26.2K - $30.1K
|
2.94K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
368+ 16.9% |
$23.8K - $27.2K
|
2.55K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
358+ 5.29% |
$23.1K - $26.5K
|
7.12K
$580K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
315+ 1.38% |
$20.3K - $23.3K
|
23.2K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
289+ 14.71% |
$18.7K - $21.4K
|
2.25K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
230+ 0.72% |
$14.8K - $17K
|
32K
$2.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
198+ 165.0% |
$12.8K - $14.7K
|
318
$25.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
101+ 4.46% |
$6.52K - $7.48K
|
2.37K
$193K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53+ 441.67% |
$3.42K - $3.92K
|
65
$5.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10+ 0.11% |
$646 - $740
|
8.96K
$730K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 1.36% |
$452 - $518
|
521
$42.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.27% |
$258 - $296
|
1.46K
$119K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.16% |
$64.6 - $74
|
614
$50K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1Closed |
$64.6 - $74
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9- 0.04% |
$581 - $666
|
20.4K
$1.66M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-60- 17.29% |
$3.87K - $4.44K
|
287
$23.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-150- 13.04% |
$9.68K - $11.1K
|
1K
$81.5K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-403- 10.09% |
$26K - $29.8K
|
3.59K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-722- 11.66% |
$46.6K - $53.4K
|
5.47K
$446K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-723- 10.39% |
$46.7K - $53.5K
|
6.23K
$508K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-725- 2.69% |
$46.8K - $53.7K
|
26.3K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.82K- 16.54% |
$117K - $135K
|
9.19K
$748K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.62K- 31.47% |
$234K - $268K
|
7.88K
$642K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.27K- 38.38% |
$276K - $316K
|
6.86K
$559K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-7.41K- 5.85% |
$478K - $548K
|
119K
$9.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.6K- 41.06% |
$685K - $785K
|
15.2K
$1.24M
|