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 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
63+ 116.67% |
$8.15K - $10.4K
|
117
$20K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5New |
$647 - $827
|
5
$854
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.48K- 24.5% |
$192K - $245K
|
4.57K
$780K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-203- 55.46% |
$26.3K - $33.6K
|
163
$27.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-568- 21.07% |
$73.5K - $93.9K
|
2.13K
$364K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.21K+ 183.06% |
$1.06M - $1.36M
|
12.7K
$2.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.19K+ 1565.71% |
$284K - $363K
|
2.33K
$399K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.33KNew |
$173K - $221K
|
1.33K
$228K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.8K- 25.32% |
$2.95M - $3.77M
|
67.2K
$11.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
215KNew |
$27.9M - $35.6M
|
215K
$36.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.42K- 28.0% |
$184K - $235K
|
3.65K
$624K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-191- 13.15% |
$24.7K - $31.6K
|
1.26K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6New |
$776 - $992
|
6
$1.03K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-526- 30.33% |
$68K - $87K
|
1.21K
$206K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
170New |
$22K - $28.1K
|
170
$29.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-299- 2.21% |
$38.7K - $49.4K
|
13.2K
$2.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-450- 60.32% |
$58.2K - $74.4K
|
296
$50.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 1.12% |
$12.9K - $16.5K
|
8.8K
$1.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
4.81KNew |
$622K - $795K
|
4.81K
$821K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 37.5% |
$776 - $992
|
10
$1.71K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
3+ 0.05% |
$388 - $496
|
5.65K
$965K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
14.1KNew |
$1.83M - $2.34M
|
14.1K
$2.42M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
52+ 1.17% |
$6.73K - $8.6K
|
4.51K
$771K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-84- 20.54% |
$10.9K - $13.9K
|
325
$55.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
137+ 37.03% |
$17.7K - $22.7K
|
507
$86.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-979- 33.47% |
$127K - $162K
|
1.95K
$333K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 1.18% |
$259 - $331
|
171
$29.2K
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
104New |
$14.6K - $15.7K
|
104
$17.8K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
293+ 11.65% |
$41K - $44.2K
|
2.81K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.42K+ 28.15% |
$199K - $214K
|
6.46K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.48KNew |
$348K - $374K
|
2.48K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-87- 46.52% |
$12.2K - $13.1K
|
100
$17.1K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
62New |
$8.69K - $9.35K
|
62
$10.6K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
897+ 10.73% |
$126K - $135K
|
9.25K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5New |
$701 - $754
|
5
$854
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-70- 1.75% |
$9.81K - $10.6K
|
3.92K
$670K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-165- 10.28% |
$23.1K - $24.9K
|
1.44K
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-392- 3.72% |
$54.9K - $59.1K
|
10.1K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.03K- 40.37% |
$144K - $155K
|
1.52K
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
500New |
$70.1K - $75.4K
|
500
$85.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-502- 23.63% |
$70.3K - $75.7K
|
1.62K
$277K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.9KNew |
$2.24M - $2.42M
|
15.9K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.05KNew |
$290K - $312K
|
2.05K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.13KNew |
$300K - $324K
|
2.13K
$364K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.33KNew |
$470K - $507K
|
3.33K
$570K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.82K- 96.02% |
$681K - $733K
|
200
$34.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
64New |
$9.03K - $9.73K
|
64
$10.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.77K+ 137.66% |
$391K - $421K
|
4.78K
$818K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
325New |
$45.9K - $49.4K
|
325
$55.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.19KNew |
$167K - $180K
|
1.19K
$203K
|
|