Purchases and Sales Made in Q1 2022 in Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR GLOBAL UTILS ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
228K+ 87.51% |
$13.6M - $15M
|
488K
$31.5M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.8K+ 142.07% |
$1.48M - $1.63M
|
42.2K
$2.73M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
17.8KNew |
$1.06M - $1.17M
|
17.8K
$1.15M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$901K - $992K
|
15.1K
$973K
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
11.3K+ 23.41% |
$673K - $741K
|
59.3K
$3.83M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 36.7% |
$644K - $708K
|
40.1K
$2.59M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.4K+ 14.14% |
$621K - $683K
|
83.7K
$5.41M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
5.43K+ 26.03% |
$325K - $358K
|
26.3K
$1.7M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5KNew |
$299K - $329K
|
5K
$323K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.6K+ 11.17% |
$216K - $237K
|
35.9K
$2.32M
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.35KNew |
$201K - $221K
|
3.35K
$217K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.28KNew |
$196K - $216K
|
3.28K
$212K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.71KNew |
$102K - $113K
|
1.71K
$111K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.46K+ 5.53% |
$87.1K - $95.8K
|
27.7K
$1.79M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.38K+ 1.68% |
$82.7K - $91K
|
83.7K
$5.41M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
631+ 7.46% |
$37.8K - $41.5K
|
9.1K
$588K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
594+ 3.41% |
$35.5K - $39.1K
|
18K
$1.17M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
530+ 10.34% |
$31.7K - $34.9K
|
5.66K
$365K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
406+ 43.01% |
$24.3K - $26.7K
|
1.35K
$87.3K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
350New |
$20.9K - $23K
|
350
$22.6K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
300New |
$18K - $19.8K
|
300
$19.4K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
113+ 0.51% |
$6.76K - $7.44K
|
22.4K
$1.45M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
82+ 1.81% |
$4.91K - $5.4K
|
4.62K
$299K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
61+ 1.0% |
$3.65K - $4.02K
|
6.13K
$396K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
51+ 0.27% |
$3.05K - $3.36K
|
19.2K
$1.24M
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
35+ 10.87% |
$2.09K - $2.3K
|
357
$23.1K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-13- 0.16% |
$778 - $856
|
8.33K
$538K
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-33- 66.0% |
$1.97K - $2.17K
|
17
$1.1K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-39Closed |
$2.33K - $2.57K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-80- 1.19% |
$4.79K - $5.27K
|
6.64K
$429K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80- 0.77% |
$4.79K - $5.27K
|
10.4K
$670K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-91- 1.47% |
$5.45K - $5.99K
|
6.12K
$396K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-103- 1.31% |
$6.16K - $6.78K
|
7.78K
$503K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-140- 0.92% |
$8.38K - $9.22K
|
15K
$970K
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-186- 5.03% |
$11.1K - $12.2K
|
3.51K
$227K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-200- 3.6% |
$12K - $13.2K
|
5.35K
$346K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-220Closed |
$13.2K - $14.5K
|
0
$0
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-250- 10.02% |
$15K - $16.5K
|
2.25K
$145K
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-377- 3.84% |
$22.6K - $24.8K
|
9.44K
$610K
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-995- 35.4% |
$59.5K - $65.5K
|
1.82K
$117K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.18K- 7.62% |
$131K - $144K
|
26.4K
$1.71M
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.11K- 18.99% |
$246K - $271K
|
17.5K
$1.13M
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6.88K- 98.45% |
$412K - $453K
|
108
$6.98K
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-15KClosed |
$898K - $988K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.6KClosed |
$1.59M - $1.75M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-58.8K- 94.78% |
$3.52M - $3.87M
|
3.24K
$209K
|