Creative Planning Ishares Global Industrials ETF Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 16, 2023	BUY	$112.62 - $123.49 $11,262 - $12,349	100 New	100 $11,000
Q2 2022 Aug 15, 2022	SELL	$94.74 - $115.43 $9,474 - $11,543	-100 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$108.15 - $124.94 $10,815 - $12,494	100 New	100 $12,000

Others Institutions Holding EXI

# of Institutions

89

Shares Held

3.3M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.47M
Shares

$213 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

488K
Shares

$70.7 Million
0.01% of portfolio
Black Rock Inc. New York, NY

444K
Shares

$64.3 Million
0.0% of portfolio
Richard Bernstein Advisors LLC

206K
Shares

$29.9 Million
0.65% of portfolio
Wharton Business Group, LLC Malvern, PA

84.7K
Shares

$12.3 Million
0.59% of portfolio

About ISHARES GLOBAL INDUSTRIALS ETF

Ticker EXI
Sector ETFs
Industry ETFs

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