Purchases and Sales Made in Q3 2023 in Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
150K+ 5133.52% |
$8.1M - $9.28M
|
153K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
107K+ 424.65% |
$5.74M - $6.58M
|
132K
$9.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.9K+ 49.31% |
$749K - $859K
|
42.1K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.8KNew |
$258K - $296K
|
4.8K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.61K+ 19.0% |
$86.7K - $99.4K
|
10.1K
$696K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.41K+ 5.52% |
$75.7K - $86.8K
|
26.9K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.27K+ 17.04% |
$68.3K - $78.3K
|
8.71K
$601K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.21K+ 18.99% |
$65.2K - $74.8K
|
7.6K
$524K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
924+ 10.77% |
$49.7K - $57K
|
9.5K
$655K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
698New |
$37.6K - $43.1K
|
698
$48.1K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
622+ 777.5% |
$33.5K - $38.4K
|
702
$48.4K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
400+ 19.09% |
$21.5K - $24.7K
|
2.5K
$172K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
393New |
$21.2K - $24.3K
|
393
$27.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
174New |
$9.37K - $10.7K
|
174
$12K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
165+ 2.06% |
$8.88K - $10.2K
|
8.19K
$564K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24+ 0.08% |
$1.29K - $1.48K
|
29.3K
$2.02M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20+ 2.5% |
$1.08K - $1.23K
|
820
$56.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
9New |
$484 - $555
|
9
$620
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3+ 0.04% |
$161 - $185
|
8.57K
$591K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.16% |
$53.8 - $61.7
|
634
$43.7K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 16.67% |
$2.69K - $3.09K
|
250
$17.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-151- 2.76% |
$8.13K - $9.32K
|
5.32K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-176- 1.35% |
$9.47K - $10.9K
|
12.9K
$888K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-200- 20.96% |
$10.8K - $12.3K
|
754
$52K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-227- 1.16% |
$12.2K - $14K
|
19.4K
$1.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-263- 5.43% |
$14.2K - $16.2K
|
4.58K
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-291- 1.06% |
$15.7K - $18K
|
27.1K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-689- 2.2% |
$37.1K - $42.5K
|
30.7K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-900- 8.63% |
$48.4K - $55.5K
|
9.53K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.44K- 25.15% |
$77.5K - $88.9K
|
4.29K
$295K
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-1.9K- 15.55% |
$102K - $117K
|
10.3K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.4K- 20.89% |
$398K - $456K
|
28K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-14K- 41.95% |
$755K - $866K
|
19.4K
$1.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.3K- 21.03% |
$1.52M - $1.75M
|
106K
$7.32M
|