Purchases and Sales Made in Q1 2023 in Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI) during Q1 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.4K+ 56.05% |
$2.79M - $3.05M
|
138K
$9.48M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.1K+ 39.5% |
$401K - $439K
|
25.1K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.51K+ 119.61% |
$255K - $279K
|
8.28K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.83K+ 54.32% |
$216K - $237K
|
10.9K
$750K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.93KNew |
$165K - $181K
|
2.93K
$202K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.3K+ 33.1% |
$130K - $142K
|
9.26K
$639K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1K+ 11.34% |
$56.6K - $62K
|
9.85K
$679K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
650+ 8.59% |
$36.7K - $40.2K
|
8.22K
$567K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
580+ 1567.57% |
$32.8K - $35.9K
|
617
$42.5K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
397+ 1.49% |
$22.4K - $24.5K
|
27K
$1.86M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
360+ 1.78% |
$20.3K - $22.3K
|
20.6K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
343+ 0.99% |
$19.4K - $21.2K
|
34.9K
$2.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
307New |
$17.3K - $19K
|
307
$21.2K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
261+ 2.72% |
$14.7K - $16.1K
|
9.84K
$679K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
60+ 36.36% |
$3.39K - $3.71K
|
225
$15.5K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30+ 0.57% |
$1.69K - $1.85K
|
5.3K
$365K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-5- 6.58% |
$282 - $309
|
71
$4.89K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-137- 2.06% |
$7.74K - $8.47K
|
6.51K
$449K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-150- 6.68% |
$8.47K - $9.27K
|
2.1K
$144K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-311- 1.04% |
$17.6K - $19.2K
|
29.6K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-322- 5.18% |
$18.2K - $19.9K
|
5.89K
$406K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-335- 4.01% |
$18.9K - $20.7K
|
8.02K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-350- 65.06% |
$19.8K - $21.6K
|
188
$13K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-463- 4.25% |
$26.2K - $28.6K
|
10.4K
$719K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-580- 94.0% |
$32.8K - $35.9K
|
37
$2.55K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-892- 5.97% |
$50.4K - $55.2K
|
14.1K
$969K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.47K- 7.27% |
$82.7K - $90.6K
|
18.7K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-7.09K- 45.45% |
$400K - $438K
|
8.51K
$587K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.01K- 23.33% |
$452K - $495K
|
26.3K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-13.8K- 84.42% |
$778K - $852K
|
2.54K
$175K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.3K- 69.08% |
$975K - $1.07M
|
7.73K
$533K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-26.9K- 84.44% |
$1.52M - $1.66M
|
4.95K
$342K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-84.5K- 94.78% |
$4.77M - $5.22M
|
4.65K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-93.3K- 73.23% |
$5.27M - $5.77M
|
34.1K
$2.35M
|