Purchases and Sales Made in Q1 2023 in Ishares Global Industrials ETF (EXI)
This table provides information about the institutional ownership of Ishares Global Industrials ETF (EXI) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL INDUSTRIALS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
31.1KNew |
$3.32M - $3.57M
|
31.1K
$4.58M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.7K+ 185.8% |
$1.79M - $1.93M
|
25.7K
$3.8M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
12.5KNew |
$1.34M - $1.44M
|
12.5K
$1.84M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
11.8K+ 88.68% |
$1.25M - $1.35M
|
25K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.24K+ 13.52% |
$239K - $257K
|
18.8K
$2.77M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
1.91KNew |
$204K - $220K
|
1.91K
$282K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.77K+ 775.0% |
$189K - $203K
|
2K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.6K+ 74.75% |
$171K - $184K
|
3.74K
$551K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.11K+ 6.28% |
$119K - $128K
|
18.9K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
740+ 15.52% |
$79K - $85.2K
|
5.51K
$812K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
680+ 10.09% |
$72.6K - $78.3K
|
7.42K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
591+ 1.1% |
$63.1K - $68K
|
54.3K
$8.01M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
383New |
$40.9K - $44.1K
|
383
$56.5K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
305+ 4.95% |
$32.6K - $35.1K
|
6.47K
$954K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
282+ 4.2% |
$30.1K - $32.5K
|
7K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
232+ 6.38% |
$24.8K - $26.7K
|
3.87K
$570K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
196New |
$20.9K - $22.6K
|
196
$28.9K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
190+ 45.24% |
$20.3K - $21.9K
|
610
$90K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
149New |
$15.9K - $17.1K
|
149
$22K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133+ 6.03% |
$14.2K - $15.3K
|
2.34K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
114New |
$12.2K - $13.1K
|
114
$16.8K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8New |
$854 - $921
|
8
$1.18K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
5+ 13.51% |
$534 - $575
|
42
$6.19K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-62- 0.32% |
$6.62K - $7.13K
|
19.1K
$2.82M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-70- 25.45% |
$7.48K - $8.06K
|
205
$30.2K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-176- 1.78% |
$18.8K - $20.3K
|
9.72K
$1.43M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-242- 26.65% |
$25.8K - $27.8K
|
666
$98.2K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-311- 2.41% |
$33.2K - $35.8K
|
12.6K
$1.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-502- 1.29% |
$53.6K - $57.8K
|
38.4K
$5.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-528- 13.2% |
$56.4K - $60.8K
|
3.47K
$512K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-531- 16.36% |
$56.7K - $61.1K
|
2.72K
$400K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-680- 9.17% |
$72.6K - $78.3K
|
6.74K
$993K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-740- 13.25% |
$79K - $85.2K
|
4.85K
$714K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.18K- 14.85% |
$125K - $135K
|
6.74K
$993K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.5K- 30.49% |
$160K - $173K
|
3.42K
$504K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.57K- 4.09% |
$168K - $181K
|
36.9K
$5.43M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.63K- 1.32% |
$174K - $187K
|
122K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.77K- 88.57% |
$189K - $203K
|
228
$33.6K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.16K- 35.88% |
$337K - $364K
|
5.65K
$833K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.28K- 13.18% |
$350K - $377K
|
21.6K
$3.19M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.73K- 3.82% |
$398K - $429K
|
93.8K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.14K- 5.86% |
$549K - $591K
|
82.6K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7.03K- 1.59% |
$751K - $809K
|
434K
$64M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-30K- 76.09% |
$3.2M - $3.45M
|
9.42K
$1.39M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-716K- 88.42% |
$76.5M - $82.4M
|
93.8K
$13.8M
|