Purchases and Sales Made in Q3 2024 in Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.5K+ 120.03% |
$2.54M - $3.01M
|
78K
$5.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
12.2KNew |
$726K - $861K
|
12.2K
$839K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.14K+ 115.75% |
$247K - $293K
|
7.72K
$532K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.28KNew |
$196K - $232K
|
3.28K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3KNew |
$179K - $212K
|
3K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.87KNew |
$172K - $203K
|
2.87K
$198K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.3KNew |
$137K - $163K
|
2.3K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
485+ 2.62% |
$29K - $34.3K
|
19K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
294+ 1.33% |
$17.6K - $20.8K
|
22.3K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
253New |
$15.1K - $17.9K
|
253
$17.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
241+ 75.55% |
$14.4K - $17K
|
560
$38.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
220+ 1.18% |
$13.1K - $15.6K
|
18.9K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100+ 4.27% |
$5.97K - $7.07K
|
2.44K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82+ 0.7% |
$4.9K - $5.8K
|
11.8K
$813K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
39+ 0.6% |
$2.33K - $2.76K
|
6.59K
$454K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
29+ 4.97% |
$1.73K - $2.05K
|
612
$42.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
24+ 0.28% |
$1.43K - $1.7K
|
8.66K
$597K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
24+ 0.39% |
$1.43K - $1.7K
|
6.19K
$427K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22+ 0.22% |
$1.31K - $1.56K
|
9.98K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
6+ 0.96% |
$358 - $424
|
628
$43.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 50.0% |
$59.7 - $70.7
|
1
$68.9
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
SELL
|
- |
-5- 0.05% |
$299 - $354
|
10.4K
$719K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-195- 2.26% |
$11.6K - $13.8K
|
8.45K
$582K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-210- 32.11% |
$12.5K - $14.9K
|
444
$30.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-211- 2.61% |
$12.6K - $14.9K
|
7.89K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-602- 10.75% |
$35.9K - $42.6K
|
5K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.12K- 7.32% |
$126K - $150K
|
26.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.76K- 13.38% |
$284K - $336K
|
30.8K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.23K- 7.09% |
$372K - $441K
|
81.6K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-31.3K- 72.6% |
$1.87M - $2.21M
|
11.8K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43.4K- 74.38% |
$2.59M - $3.07M
|
15K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-48.9K- 94.17% |
$2.92M - $3.46M
|
3.03K
$209K
|