Latest Institutional Transactions on Ishares Global Industrials ETF (EXI)
This table provides information on the latest institutional transactions involving Ishares Global Industrials ETF (EXI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.58K+ 45.7% |
$223K - $241K
|
5.04K
$742K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
86New |
$12.1K - $13.1K
|
86
$12.6K
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.96KNew |
$418K - $451K
|
2.96K
$436K
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-10- 0.62% |
$1.41K - $1.52K
|
1.61K
$236K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.48KNew |
$633K - $682K
|
4.48K
$659K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
131+ 2.02% |
$18.5K - $19.9K
|
6.62K
$974K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.63K- 41.75% |
$513K - $552K
|
5.07K
$745K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
77New |
$10.9K - $11.7K
|
77
$11.3K
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-309- 1.64% |
$43.6K - $47K
|
18.5K
$2.72M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
471+ 186.9% |
$66.5K - $71.6K
|
723
$106K
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-178- 3.06% |
$25.1K - $27.1K
|
5.65K
$830K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-296- 12.23% |
$41.8K - $45K
|
2.12K
$312K
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-506- 25.91% |
$71.4K - $76.9K
|
1.45K
$213K
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.23K- 48.37% |
$314K - $338K
|
2.38K
$349K
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7+ 0.24% |
$988 - $1.06K
|
2.95K
$434K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.56K+ 31.12% |
$205K - $233K
|
6.56K
$964K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.7KNew |
$1.94M - $2.21M
|
14.7K
$2.16M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.13KNew |
$412K - $469K
|
3.13K
$460K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
162+ 4.47% |
$21.3K - $24.3K
|
3.79K
$556K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
459+ 17.25% |
$60.4K - $68.8K
|
3.12K
$459K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
53+ 441.67% |
$6.97K - $7.94K
|
65
$9.56K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.95K+ 17.97% |
$388K - $442K
|
19.4K
$2.85M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.78K- 17.22% |
$366K - $416K
|
13.4K
$1.96M
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
13+ 144.44% |
$1.71K - $1.95K
|
22
$3.23K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
641+ 15.34% |
$84.4K - $96.1K
|
4.82K
$709K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.47K+ 185.15% |
$456K - $519K
|
5.34K
$785K
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
959+ 12.76% |
$126K - $144K
|
8.47K
$1.25M
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-12.4K- 16.09% |
$1.63M - $1.85M
|
64.5K
$9.48M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-74.3K- 91.33% |
$9.78M - $11.1M
|
7.05K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.59KNew |
$472K - $538K
|
3.59K
$527K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.7K- 67.57% |
$3.25M - $3.71M
|
11.9K
$1.75M
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-160- 9.26% |
$21.1K - $24K
|
1.57K
$231K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.6K+ 99.51% |
$2.18M - $2.49M
|
33.3K
$4.89M
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.15KNew |
$151K - $172K
|
1.15K
$169K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.76K- 14.05% |
$1.02M - $1.16M
|
47.4K
$6.97M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
706K+ 144.65% |
$92.9M - $106M
|
1.19M
$176M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.82K+ 2411.0% |
$635K - $723K
|
5.02K
$738K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
255+ 1.25% |
$33.6K - $38.2K
|
20.7K
$3.04M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59- 1.76% |
$7.76K - $8.84K
|
3.29K
$484K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-151- 3.45% |
$19.9K - $22.6K
|
4.22K
$620K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.93K+ 232.7% |
$649K - $739K
|
7.05K
$1.04M
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.05K- 5.02% |
$270K - $308K
|
38.9K
$5.71M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8New |
$1.05K - $1.2K
|
8
$1.18K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-471- 7.37% |
$62K - $70.6K
|
5.92K
$871K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-380- 12.97% |
$50K - $57K
|
2.55K
$375K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
227+ 68.79% |
$29.9K - $34K
|
557
$81.9K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
151K+ 10.3% |
$19.9M - $22.7M
|
1.62M
$238M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
362+ 282.81% |
$47.6K - $54.3K
|
490
$72K
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
454K+ 220.08% |
$59.7M - $68M
|
660K
$97.1M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
993+ 7.9% |
$131K - $149K
|
13.6K
$1.99M
|