Purchases and Sales Made in Q2 2024 in Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
43.1KNew |
$2.43M - $2.79M
|
43.1K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
36.3K+ 164.05% |
$2.04M - $2.35M
|
58.4K
$3.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
22.8KNew |
$1.28M - $1.48M
|
22.8K
$1.49M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.41K+ 110.32% |
$305K - $351K
|
10.3K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.65KNew |
$262K - $301K
|
4.65K
$305K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.59K+ 14.88% |
$259K - $298K
|
35.4K
$2.33M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.34K+ 77.19% |
$244K - $281K
|
9.96K
$653K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
4KNew |
$225K - $259K
|
4K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.3K+ 7.54% |
$73.2K - $84.2K
|
18.5K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.14K+ 10.82% |
$64.4K - $74.1K
|
11.7K
$769K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
602+ 12.04% |
$33.9K - $39K
|
5.6K
$368K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
583New |
$32.8K - $37.8K
|
583
$38.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
455+ 2.49% |
$25.6K - $29.5K
|
18.7K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
376+ 6.09% |
$21.2K - $24.4K
|
6.55K
$430K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
319New |
$18K - $20.7K
|
319
$20.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
125+ 1.21% |
$7.04K - $8.1K
|
10.4K
$685K
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
BUY
|
- |
38+ 0.62% |
$2.14K - $2.46K
|
6.17K
$405K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 1.07% |
$394 - $454
|
662
$43.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 1.63% |
$282 - $324
|
311
$20.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.28% |
$225 - $259
|
1.45K
$95.3K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1- 0.01% |
$56.3 - $64.8
|
8.63K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13- 2.05% |
$732 - $843
|
622
$40.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-28- 0.47% |
$1.58K - $1.81K
|
5.94K
$390K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-75- 17.77% |
$4.22K - $4.86K
|
347
$22.8K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-95- 3.9% |
$5.35K - $6.16K
|
2.34K
$154K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-127- 0.45% |
$7.15K - $8.23K
|
27.9K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-129- 1.47% |
$7.27K - $8.36K
|
8.64K
$567K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-249- 99.2% |
$14K - $16.1K
|
2
$131
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-281- 50.0% |
$15.8K - $18.2K
|
281
$18.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-356- 1.59% |
$20.1K - $23.1K
|
22K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-669- 15.74% |
$37.7K - $43.4K
|
3.58K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-879- 9.79% |
$49.5K - $57K
|
8.1K
$531K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-925- 19.25% |
$52.1K - $59.9K
|
3.88K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.77K- 8.74% |
$156K - $179K
|
28.9K
$1.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.87K- 8.23% |
$444K - $510K
|
87.8K
$5.76M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.87K- 8.23% |
$444K - $510K
|
87.8K
$5.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.7K- 26.35% |
$717K - $824K
|
35.5K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.4K- 25.09% |
$980K - $1.13M
|
51.9K
$3.41M
|