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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10New |
$597 - $707
|
10
$735
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-602- 10.75% |
$35.9K - $42.6K
|
5K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.96% |
$358 - $424
|
628
$46.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.87KNew |
$172K - $203K
|
2.87K
$211K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$59.7 - $70.7
|
1
$73.5
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
12.2KNew |
$726K - $861K
|
12.2K
$894K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-75- 17.77% |
$4.22K - $4.86K
|
347
$25.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.65KNew |
$262K - $301K
|
4.65K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4KNew |
$225K - $259K
|
4K
$294K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-925- 19.25% |
$52.1K - $59.9K
|
3.88K
$285K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.41K+ 110.32% |
$305K - $351K
|
10.3K
$758K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-281- 50.0% |
$15.8K - $18.2K
|
281
$20.6K
|
|
| 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
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.94KNew |
$268K - $294K
|
4.94K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.69K- 59.23% |
$201K - $220K
|
2.54K
$187K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$4.62K - $5.07K
|
85
$6.24K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
106+ 0.45% |
$5.76K - $6.32K
|
23.9K
$1.75M
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-412- 4.81% |
$21.3K - $25K
|
8.16K
$600K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
698New |
$37.6K - $43.1K
|
698
$51.3K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 16.67% |
$2.69K - $3.09K
|
250
$18.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-227- 1.16% |
$12.2K - $14K
|
19.4K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-176- 1.35% |
$9.47K - $10.9K
|
12.9K
$946K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
9New |
$484 - $555
|
9
$661
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
174New |
$9.37K - $10.7K
|
174
$12.8K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.88KNew |
$110K - $118K
|
1.88K
$138K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-10- 4.44% |
$589 - $629
|
215
$15.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
69New |
$4.06K - $4.34K
|
69
$5.07K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.09% |
$353 - $378
|
6.52K
$479K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.51K+ 119.61% |
$255K - $279K
|
8.28K
$608K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-84.5K- 94.78% |
$4.77M - $5.22M
|
4.65K
$342K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-26.9K- 84.44% |
$1.52M - $1.66M
|
4.95K
$364K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
307New |
$17.3K - $19K
|
307
$22.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-5- 6.58% |
$282 - $309
|
71
$5.22K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
567New |
$29.3K - $35.2K
|
567
$41.7K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.93KClosed |
$358K - $430K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3- 1.46% |
$155 - $186
|
202
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
40.2KNew |
$2.08M - $2.5M
|
40.2K
$2.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$582K - $699K
|
11.3K
$828K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
270New |
$13.9K - $16.8K
|
270
$19.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.32K+ 41.41% |
$171K - $206K
|
11.3K
$832K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 2.06% |
$1.08K - $1.3K
|
1K
$73.5K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30New |
$1.55K - $1.86K
|
30
$2.2K
|
|
| Q3 2022 | |||||||
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
6.33KNew |
$346K - $416K
|
6.33K
$465K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
526+ 2.64% |
$28.8K - $34.6K
|
20.4K
$1.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-15.5K- 29.57% |
$846K - $1.02M
|
36.8K
$2.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35+ 47.95% |
$1.92K - $2.3K
|
108
$7.93K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
380New |
$20.8K - $25K
|
380
$27.9K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 2.0% |
$56.9 - $67.5
|
51
$3.75K
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.08K- 30.78% |
$61.4K - $72.9K
|
2.43K
$178K
|
|