Smith, Salley & Associates Ishares Global Materials ETF Transaction History

Smith, Salley & Associates

$1.48 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 09, 2018	SELL	N/A	-2,898 Closed	0 $0
Q4 2017 Feb 12, 2018	SELL	N/A	-2,388 Reduced 45.18%	2,898 $203,000
Q3 2017 Nov 02, 2017	BUY	N/A	5,286	5,286 $346,000

Others Institutions Holding MXI

# of Institutions

87

Shares Held

1M

Call Options Held

0

Put Options Held

5.4K

Morgan Stanley New York, NY

146K
Shares

$12.5 Million
0.0% of portfolio
Pathway Financial Advisors LLC

132K
Shares

$11.4 Million
3.25% of portfolio
High Tower Advisors, LLC Chicago, IL

94.1K
Shares

$8.09 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

83.1K
Shares

$7.14 Million
0.0% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

55.8K
Shares

$4.79 Million
0.23% of portfolio

About ISHARES GLOBAL MATERIALS ETF

Ticker MXI
Sector ETFs
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