Latest Institutional Transactions on Ishares Tr Global Utils ETF (JXI)
This table provides information on the latest institutional transactions involving Ishares Tr Global Utils ETF (JXI) 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 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
294+ 1.33% |
$17.6K - $20.8K
|
22.3K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-602- 10.75% |
$35.9K - $42.6K
|
5K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-31.3K- 72.6% |
$1.87M - $2.21M
|
11.8K
$814K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
220+ 1.18% |
$13.1K - $15.6K
|
18.9K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
485+ 2.62% |
$29K - $34.3K
|
19K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.23K- 7.09% |
$372K - $441K
|
81.6K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.12K- 7.32% |
$126K - $150K
|
26.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.76K- 13.38% |
$284K - $336K
|
30.8K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-48.9K- 94.17% |
$2.92M - $3.46M
|
3.03K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.96% |
$358 - $424
|
628
$43.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22+ 0.22% |
$1.31K - $1.56K
|
9.98K
$688K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82+ 0.7% |
$4.9K - $5.8K
|
11.8K
$813K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
24+ 0.28% |
$1.43K - $1.7K
|
8.66K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43.4K- 74.38% |
$2.59M - $3.07M
|
15K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.14K+ 115.75% |
$247K - $293K
|
7.72K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.3KNew |
$137K - $163K
|
2.3K
$159K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
241+ 75.55% |
$14.4K - $17K
|
560
$38.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
253New |
$15.1K - $17.9K
|
253
$17.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.5K+ 120.03% |
$2.54M - $3.01M
|
78K
$5.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-211- 2.61% |
$12.6K - $14.9K
|
7.89K
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
39+ 0.6% |
$2.33K - $2.76K
|
6.59K
$454K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-210- 32.11% |
$12.5K - $14.9K
|
444
$30.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.87KNew |
$172K - $203K
|
2.87K
$198K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
29+ 4.97% |
$1.73K - $2.05K
|
612
$42.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.28KNew |
$196K - $232K
|
3.28K
$226K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$59.7 - $70.7
|
1
$68.9
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100+ 4.27% |
$5.97K - $7.07K
|
2.44K
$168K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
24+ 0.39% |
$1.43K - $1.7K
|
6.19K
$427K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-195- 2.26% |
$11.6K - $13.8K
|
8.45K
$582K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-5- 0.05% |
$299 - $354
|
10.4K
$719K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
12.2KNew |
$726K - $861K
|
12.2K
$839K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3KNew |
$179K - $212K
|
3K
$207K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 1.07% |
$394 - $454
|
662
$45.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-75- 17.77% |
$4.22K - $4.86K
|
347
$23.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.65KNew |
$262K - $301K
|
4.65K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.28% |
$225 - $259
|
1.45K
$100K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-28- 0.47% |
$1.58K - $1.81K
|
5.94K
$409K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4KNew |
$225K - $259K
|
4K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-127- 0.45% |
$7.15K - $8.23K
|
27.9K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-925- 19.25% |
$52.1K - $59.9K
|
3.88K
$268K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
22.8KNew |
$1.28M - $1.48M
|
22.8K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.41K+ 110.32% |
$305K - $351K
|
10.3K
$711K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-281- 50.0% |
$15.8K - $18.2K
|
281
$19.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 1.63% |
$282 - $324
|
311
$21.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-109Closed |
$5.92K - $6.5K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.9KNew |
$921K - $1.01M
|
16.9K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.94KNew |
$268K - $294K
|
4.94K
$340K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.69K- 59.23% |
$201K - $220K
|
2.54K
$175K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$4.62K - $5.07K
|
85
$5.86K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
106+ 0.45% |
$5.76K - $6.32K
|
23.9K
$1.65M
|
|