Gladstone Institutional Advisory LLC Ishares Tr Global Utils ETF Transaction History

Gladstone Institutional Advisory LLC

  • $1.81 Billion
  • Q1 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Ishares Tr Global Utils ETF stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 4,806 shares of JXI stock, worth $290,763. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,806
Previous 4,022 19.49%
Holding current value
$290,763
Previous $235,000 20.43%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$54.34 - $59.61 $42,602 - $46,734
784 Added 19.49%
4,806 $283,000
Q4 2023

Feb 09, 2024
SELL
$51.66 - $60.75 $40,036 - $47,081
-775 Reduced 16.16%
4,022 $235,000
Q3 2023

Nov 13, 2023
BUY
$53.83 - $61.72 $258,222 - $296,070
4,797 New
4,797 $258,000

Others Institutions Holding JXI

# of Institutions
55
Shares Held
565K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR GLOBAL UTILS ETF

JXI Quotes by TradingView
  • Ticker JXI
  • Sector ETFs
  • Industry ETFs
More about JXI
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email