Latest Institutional Purchases of Ishares Global Industrials ETF (EXI)
This list provides information on the latest institutional transactions involving Ishares Global Industrials ETF (EXI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.57KNew |
$927K - $999K
|
6.57K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
3.33KNew |
$470K - $507K
|
3.33K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.96KNew |
$418K - $451K
|
2.96K
$506K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.77K+ 137.66% |
$391K - $421K
|
4.78K
$818K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.13KNew |
$300K - $324K
|
2.13K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.05KNew |
$290K - $312K
|
2.05K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.02KNew |
$285K - $307K
|
2.02K
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.19KNew |
$167K - $180K
|
1.19K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
325New |
$45.9K - $49.4K
|
325
$55.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
247New |
$34.9K - $37.6K
|
247
$42.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
202New |
$28.5K - $30.7K
|
202
$34.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
77New |
$10.9K - $11.7K
|
77
$13.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
64New |
$9.03K - $9.73K
|
64
$10.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17New |
$2.4K - $2.59K
|
17
$2.91K
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.94KNew |
$387K - $441K
|
2.94K
$503K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.36KNew |
$311K - $354K
|
2.36K
$404K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.42KNew |
$186K - $212K
|
1.42K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.15KNew |
$151K - $172K
|
1.15K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
793+ 34.55% |
$104K - $119K
|
3.09K
$528K
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
141New |
$18.6K - $21.1K
|
141
$24.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
32New |
$4.21K - $4.8K
|
32
$5.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
13+ 144.44% |
$1.71K - $1.95K
|
22
$3.76K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8New |
$1.05K - $1.2K
|
8
$1.37K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
100New |
$13.3K - $14.1K
|
100
$17.1K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.2KNew |
$521K - $588K
|
4.2K
$718K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.72KNew |
$213K - $241K
|
1.72K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46KNew |
$181K - $204K
|
1.46K
$249K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
124New |
$15.4K - $17.4K
|
124
$21.2K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
73New |
$9.05K - $10.2K
|
73
$12.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4New |
$496 - $560
|
4
$684
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.2K+ 276.77% |
$4.18M - $5M
|
53.4K
$9.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.81KNew |
$726K - $868K
|
6.81K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
1.76KNew |
$188K - $224K
|
1.76K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
376New |
$40.1K - $47.9K
|
376
$64.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
247New |
$26.3K - $31.5K
|
247
$42.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$10.7K - $12.7K
|
100
$17.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
86New |
$9.17K - $11K
|
86
$14.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
15New |
$1.6K - $1.91K
|
15
$2.56K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$533 - $637
|
5
$854
|
|
|
Mar 22, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.25KNew |
$366K - $402K
|
3.25K
$556K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
332+ 7.75% |
$37.4K - $41K
|
4.61K
$788K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
100New |
$11.3K - $12.3K
|
100
$17.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$11.3K - $12.3K
|
100
$17.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22New |
$2.48K - $2.72K
|
22
$3.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14New |
$1.58K - $1.73K
|
14
$2.39K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.23KNew |
$248K - $268K
|
2.23K
$381K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
109New |
$12.1K - $13.1K
|
109
$18.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
106+ 2.59% |
$11.8K - $12.7K
|
4.21K
$719K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
41New |
$4.56K - $4.93K
|
41
$7.01K
|
|