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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8New |
$1.05K - $1.2K
|
8
$1.34K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.42KNew |
$186K - $212K
|
1.42K
$237K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.36KNew |
$311K - $354K
|
2.36K
$396K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
32New |
$4.21K - $4.8K
|
32
$5.36K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.94KNew |
$387K - $441K
|
2.94K
$493K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.5KNew |
$198K - $225K
|
1.5K
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-184- 8.49% |
$24.2K - $27.6K
|
1.98K
$332K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
793+ 34.55% |
$104K - $119K
|
3.09K
$517K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
52New |
$6.93K - $7.35K
|
52
$8.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100New |
$13.3K - $14.1K
|
100
$16.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-13.8K- 3.01% |
$1.84M - $1.95M
|
444K
$74.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-970- 17.91% |
$129K - $137K
|
4.45K
$744K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
73New |
$9.05K - $10.2K
|
73
$12.2K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46KNew |
$181K - $204K
|
1.46K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.72KNew |
$213K - $241K
|
1.72K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-240- 0.28% |
$29.8K - $33.6K
|
84.7K
$14.2M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.2KNew |
$521K - $588K
|
4.2K
$703K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
124New |
$15.4K - $17.4K
|
124
$20.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4New |
$496 - $560
|
4
$669
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$533 - $637
|
5
$837
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1K- 20.0% |
$107K - $127K
|
4K
$669K
|
|
|
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
$41.3K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
376New |
$40.1K - $47.9K
|
376
$62.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
525New |
$56K - $66.9K
|
525
$87.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
1.76KNew |
$188K - $224K
|
1.76K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
15New |
$1.6K - $1.91K
|
15
$2.51K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
86New |
$9.17K - $11K
|
86
$14.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.2K+ 276.77% |
$4.18M - $5M
|
53.4K
$8.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.81KNew |
$726K - $868K
|
6.81K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$10.7K - $12.7K
|
100
$16.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-862- 50.06% |
$91.9K - $110K
|
860
$144K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
100New |
$11.3K - $12.3K
|
100
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14New |
$1.58K - $1.73K
|
14
$2.34K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.25KNew |
$366K - $402K
|
3.25K
$545K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
332+ 7.75% |
$37.4K - $41K
|
4.61K
$772K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22New |
$2.48K - $2.72K
|
22
$3.68K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-12- 0.12% |
$1.35K - $1.48K
|
9.64K
$1.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$11.3K - $12.3K
|
100
$16.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-8.63K- 6.04% |
$972K - $1.07M
|
134K
$22.5M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.23KNew |
$248K - $268K
|
2.23K
$373K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-20- 3.28% |
$2.22K - $2.41K
|
590
$98.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
41New |
$4.56K - $4.93K
|
41
$6.86K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
109New |
$12.1K - $13.1K
|
109
$18.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
106+ 2.59% |
$11.8K - $12.7K
|
4.21K
$704K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16New |
$1.78K - $1.92K
|
16
$2.68K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-70- 25.45% |
$7.48K - $8.06K
|
205
$34.3K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-242- 26.65% |
$25.8K - $27.8K
|
666
$111K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-176- 1.78% |
$18.8K - $20.3K
|
9.72K
$1.63M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
5+ 13.51% |
$534 - $575
|
42
$7.03K
|
|