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 18, 2020
Q4 2019
|
Townsquare Capital LLC
|
SELL
|
- |
-10.3KClosed |
$579K - $604K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
175New |
$9.84K - $10.3K
|
175
$12.9K
|
|
|
Feb 12, 2020
Q4 2019
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.8KClosed |
$551K - $575K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Csenge Advisory Group
|
SELL
|
- |
-17.1KClosed |
$963K - $1.01M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Legacy Bridge, LLC
|
BUY
|
- |
233New |
$13.1K - $13.7K
|
233
$17.1K
|
|
|
Feb 04, 2020
Q4 2019
|
Dfpg Investments, LLC
|
SELL
|
- |
-11.1KClosed |
$622K - $650K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-7.52KClosed |
$423K - $442K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-1.43KClosed |
$80.3K - $83.9K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-174Closed |
$9.78K - $10.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-262Closed |
$14.7K - $15.3K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-6.41KClosed |
$359K - $374K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.4KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-983Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-310Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-33.7KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-211Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2.5KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-108Closed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.4KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2019
Q1 2019
|
Whittier Trust CO
|
SELL
|
- |
-380Closed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-7.54KClosed |
N/A
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Gradient Investments LLC
|
SELL
|
- |
-36Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
43New |
N/A
|
43
$3.16K
|
|
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
650New |
N/A
|
650
$47.8K
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.24KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-323Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-283Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.88KClosed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-347Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-55Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-115Closed |
N/A
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.15KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-379Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-191Closed |
N/A
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
|
Apr 20, 2018
Q1 2018
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Apr 19, 2018
Q1 2018
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
403KNew |
N/A
|
403K
$29.6M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$73.5
|
|
|
Nov 07, 2017
Q3 2017
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-11.2KClosed |
N/A
|
0
$0
|
|
|
Oct 26, 2017
Q3 2017
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
200New |
N/A
|
200
$14.7K
|
|