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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
726+ 3.68% |
$96.7K - $103K
|
20.4K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-86- 3.13% |
$11.5K - $12.2K
|
2.66K
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.11K- 14.75% |
$147K - $156K
|
6.39K
$926K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-340- 11.26% |
$45.3K - $48K
|
2.68K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-13.8K- 3.01% |
$1.84M - $1.95M
|
444K
$64.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.05K- 6.02% |
$140K - $149K
|
16.4K
$2.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.92K+ 360.68% |
$522K - $554K
|
5K
$725K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
148+ 0.5% |
$19.7K - $20.9K
|
29.5K
$4.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12New |
$1.6K - $1.7K
|
12
$1.74K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.66K+ 26.83% |
$354K - $376K
|
12.6K
$1.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-121- 1.85% |
$16.1K - $17.1K
|
6.43K
$931K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-73- 8.76% |
$9.72K - $10.3K
|
760
$110K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
40+ 7.34% |
$5.33K - $5.65K
|
585
$84.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-970- 17.91% |
$129K - $137K
|
4.45K
$644K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
200New |
$26.6K - $28.3K
|
200
$29K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
100+ 1.08% |
$13.3K - $14.1K
|
9.4K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-10.2K- 4.69% |
$1.35M - $1.44M
|
206K
$29.9M
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
73New |
$9.05K - $10.2K
|
73
$10.6K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46KNew |
$181K - $204K
|
1.46K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42.6KNew |
$5.29M - $5.97M
|
42.6K
$6.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.72KNew |
$213K - $241K
|
1.72K
$249K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.96K+ 76.47% |
$367K - $414K
|
6.82K
$988K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-240- 0.28% |
$29.8K - $33.6K
|
84.7K
$12.3M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
100New |
$12.4K - $14K
|
100
$14.5K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.2KNew |
$521K - $588K
|
4.2K
$608K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.51K+ 339.46% |
$311K - $352K
|
3.25K
$471K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
124New |
$15.4K - $17.4K
|
124
$18K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-16- 64.0% |
$1.98K - $2.24K
|
9
$1.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4New |
$496 - $560
|
4
$579
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$533 - $637
|
5
$724
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1K- 20.0% |
$107K - $127K
|
4K
$579K
|
|
|
Mar 22, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
247New |
$26.3K - $31.5K
|
247
$35.8K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
376New |
$40.1K - $47.9K
|
376
$54.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
15New |
$1.6K - $1.91K
|
15
$2.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
1.76KNew |
$188K - $224K
|
1.76K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
525New |
$56K - $66.9K
|
525
$76K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
86New |
$9.17K - $11K
|
86
$12.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.2K+ 276.77% |
$4.18M - $5M
|
53.4K
$7.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.81KNew |
$726K - $868K
|
6.81K
$986K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$10.7K - $12.7K
|
100
$14.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-862- 50.06% |
$91.9K - $110K
|
860
$125K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 7.6% |
$2.67K - $3.19K
|
304
$44K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6.55K- 96.91% |
$737K - $808K
|
209
$30.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
100New |
$11.3K - $12.3K
|
100
$14.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14New |
$1.58K - $1.73K
|
14
$2.03K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.25KNew |
$366K - $402K
|
3.25K
$471K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
332+ 7.75% |
$37.4K - $41K
|
4.61K
$668K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22New |
$2.48K - $2.72K
|
22
$3.19K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-12- 0.12% |
$1.35K - $1.48K
|
9.64K
$1.4M
|
|