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 |
---|---|---|---|---|---|---|---|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-95- 3.9% |
$5.35K - $6.16K
|
2.34K
$166K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.34K+ 77.19% |
$244K - $281K
|
9.96K
$705K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1- 0.01% |
$56.3 - $64.8
|
8.63K
$611K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7K- 26.35% |
$717K - $824K
|
35.5K
$2.52M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 1.07% |
$394 - $454
|
662
$46.9K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-75- 17.77% |
$4.22K - $4.86K
|
347
$24.6K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.65KNew |
$262K - $301K
|
4.65K
$329K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
43.1KNew |
$2.43M - $2.79M
|
43.1K
$3.05M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
319New |
$18K - $20.7K
|
319
$22.6K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-356- 1.59% |
$20.1K - $23.1K
|
22K
$1.56M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
455+ 2.49% |
$25.6K - $29.5K
|
18.7K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.3K+ 164.05% |
$2.04M - $2.35M
|
58.4K
$4.13M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.77K- 8.74% |
$156K - $179K
|
28.9K
$2.05M
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-879- 9.79% |
$49.5K - $57K
|
8.1K
$573K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13- 2.05% |
$732 - $843
|
622
$44K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.4K- 25.09% |
$980K - $1.13M
|
51.9K
$3.68M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-669- 15.74% |
$37.7K - $43.4K
|
3.58K
$253K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-28- 0.47% |
$1.58K - $1.81K
|
5.94K
$420K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-249- 99.2% |
$14K - $16.1K
|
2
$142
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.14K+ 10.82% |
$64.4K - $74.1K
|
11.7K
$829K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.28% |
$225 - $259
|
1.45K
$103K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
602+ 12.04% |
$33.9K - $39K
|
5.6K
$397K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.3K+ 7.54% |
$73.2K - $84.2K
|
18.5K
$1.31M
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4KNew |
$225K - $259K
|
4K
$283K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-127- 0.45% |
$7.15K - $8.23K
|
27.9K
$1.97M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
376+ 6.09% |
$21.2K - $24.4K
|
6.55K
$464K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.59K+ 14.88% |
$259K - $298K
|
35.4K
$2.51M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-925- 19.25% |
$52.1K - $59.9K
|
3.88K
$275K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-129- 1.47% |
$7.27K - $8.36K
|
8.64K
$612K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
22.8KNew |
$1.28M - $1.48M
|
22.8K
$1.61M
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
BUY
|
- |
38+ 0.62% |
$2.14K - $2.46K
|
6.17K
$437K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
125+ 1.21% |
$7.04K - $8.1K
|
10.4K
$739K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-281- 50.0% |
$15.8K - $18.2K
|
281
$19.9K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.41K+ 110.32% |
$305K - $351K
|
10.3K
$730K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
583New |
$32.8K - $37.8K
|
583
$41.3K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 1.63% |
$282 - $324
|
311
$22K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81- 0.08% |
$4.4K - $4.83K
|
95.7K
$6.78M
|
|
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
$1.2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.94KNew |
$268K - $294K
|
4.94K
$349K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.69K- 59.23% |
$201K - $220K
|
2.54K
$180K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-100- 13.26% |
$5.43K - $5.96K
|
654
$46.3K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$4.62K - $5.07K
|
85
$6.02K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
106+ 0.45% |
$5.76K - $6.32K
|
23.9K
$1.69M
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-412- 4.81% |
$21.3K - $25K
|
8.16K
$578K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
698New |
$37.6K - $43.1K
|
698
$49.4K
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 16.67% |
$2.69K - $3.09K
|
250
$17.7K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-176- 1.35% |
$9.47K - $10.9K
|
12.9K
$912K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-227- 1.16% |
$12.2K - $14K
|
19.4K
$1.37M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-263- 5.43% |
$14.2K - $16.2K
|
4.58K
$324K
|