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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
55.9K+ 5608.23% |
$3.51M - $3.86M
|
56.9K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.8K- 17.07% |
$1.06M - $1.16M
|
81.6K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4.75KNew |
$299K - $328K
|
4.75K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
809+ 0.64% |
$50.9K - $55.9K
|
127K
$9.03M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.72K- 30.04% |
$108K - $119K
|
4K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-959- 4.49% |
$60.3K - $66.3K
|
20.4K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.31K- 9.11% |
$145K - $160K
|
23.1K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
711New |
$44.7K - $49.1K
|
711
$50.7K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3KNew |
$189K - $207K
|
3K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-296- 1.28% |
$18.6K - $20.5K
|
22.9K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$769K - $845K
|
12.2K
$873K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.8K- 71.95% |
$2.82M - $3.09M
|
17.5K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.12K+ 10.91% |
$196K - $216K
|
31.8K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12New |
$755 - $829
|
12
$856
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
30.2KNew |
$1.9M - $2.09M
|
30.2K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.5K- 30.73% |
$721K - $792K
|
25.8K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100Closed |
$6.29K - $6.91K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-42.7K- 72.19% |
$2.69M - $2.95M
|
16.4K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23KNew |
$1.45M - $1.59M
|
23K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 21.33% |
$106K - $116K
|
6.19K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
232+ 2.15% |
$14.6K - $16K
|
11K
$785K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.1KNew |
$509K - $560K
|
8.1K
$578K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-53- 15.63% |
$3.33K - $3.66K
|
286
$20.4K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.55K- 48.17% |
$223K - $245K
|
3.82K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
229+ 2.63% |
$14.4K - $15.8K
|
8.95K
$638K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.74K- 8.89% |
$235K - $258K
|
38.3K
$2.74M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-742- 9.64% |
$46.7K - $51.3K
|
6.96K
$496K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-135- 1.35% |
$8.49K - $9.33K
|
9.85K
$703K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-654- 2.37% |
$41.1K - $45.2K
|
27K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.01% |
$62.9 - $69.1
|
9.46K
$675K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
120+ 5.83% |
$7.55K - $8.29K
|
2.18K
$155K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
285New |
$17.9K - $19.7K
|
285
$20.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 7.14% |
$18.9K - $20.7K
|
3.9K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64- 0.94% |
$4.03K - $4.42K
|
6.77K
$483K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.14K+ 39.29% |
$197K - $217K
|
11.1K
$794K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
120New |
$7.55K - $8.29K
|
120
$8.56K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-200- 14.81% |
$12.6K - $13.8K
|
1.15K
$82.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-16.1K- 98.55% |
$1.02M - $1.11M
|
237
$16.9K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3+ 0.09% |
$190 - $214
|
3.28K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-40- 1.6% |
$2.53K - $2.85K
|
2.46K
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-179- 7.33% |
$11.3K - $12.8K
|
2.26K
$162K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.34% |
$316 - $356
|
1.46K
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-148- 22.36% |
$9.36K - $10.5K
|
514
$36.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 1.29% |
$253 - $285
|
315
$22.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.76K+ 250.43% |
$364K - $411K
|
8.06K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
750New |
$47.4K - $53.5K
|
750
$53.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.16% |
$63.2 - $71.3
|
613
$43.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-258- 4.17% |
$16.3K - $18.4K
|
5.93K
$423K
|
|
| Q3 2024 | |||||||
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$597 - $707
|
10
$714
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.96% |
$358 - $424
|
628
$44.8K
|
|