Purchases and Sales Made in Q4 2021 in Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
260KNew |
$15.4M - $16.8M
|
260K
$16.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.1KNew |
$3.66M - $4.01M
|
62.1K
$4.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
48.1KNew |
$2.84M - $3.11M
|
48.1K
$3.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.4K+ 169.77% |
$1.09M - $1.19M
|
29.3K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5KNew |
$1.03M - $1.13M
|
17.5K
$1.13M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15KNew |
$886K - $971K
|
15K
$969K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.88K+ 6370.37% |
$406K - $445K
|
6.99K
$452K
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3.7KNew |
$218K - $239K
|
3.7K
$239K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.46K+ 8.24% |
$145K - $159K
|
32.3K
$2.09M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.35K+ 13.98% |
$139K - $152K
|
19.2K
$1.24M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.92K+ 9.75% |
$114K - $124K
|
21.7K
$1.4M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.59K+ 6.36% |
$93.9K - $103K
|
26.6K
$1.72M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.31K+ 5.24% |
$77.3K - $84.7K
|
26.3K
$1.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
710+ 303.42% |
$41.9K - $45.9K
|
944
$61K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
563+ 10.22% |
$33.2K - $36.4K
|
6.07K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
418+ 2.84% |
$24.7K - $27K
|
15.1K
$979K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
284New |
$16.8K - $18.4K
|
284
$18.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
252+ 5.88% |
$14.9K - $16.3K
|
4.54K
$293K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
220New |
$13K - $14.2K
|
220
$14.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
202+ 2.48% |
$11.9K - $13.1K
|
8.34K
$539K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
168New |
$9.92K - $10.9K
|
168
$10.9K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
100New |
$5.91K - $6.47K
|
100
$6.46K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
78+ 1.29% |
$4.61K - $5.05K
|
6.12K
$396K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
77+ 0.79% |
$4.55K - $4.98K
|
9.82K
$635K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
39New |
$2.3K - $2.52K
|
39
$2.52K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
39+ 13.78% |
$2.3K - $2.52K
|
322
$20.8K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 6.67% |
$768 - $841
|
208
$13.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.36% |
$591 - $647
|
2.81K
$182K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-25Closed |
$1.48K - $1.62K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-38- 0.56% |
$2.24K - $2.46K
|
6.72K
$434K
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-75- 60.0% |
$4.43K - $4.85K
|
50
$3.23K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-92Closed |
$5.43K - $5.95K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-104- 0.99% |
$6.14K - $6.73K
|
10.4K
$675K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-123- 1.54% |
$7.26K - $7.96K
|
7.88K
$509K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-125Closed |
$7.38K - $8.09K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-176Closed |
$10.4K - $11.4K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-198Closed |
$11.7K - $12.8K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-271- 4.66% |
$16K - $17.5K
|
5.55K
$359K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-320Closed |
$18.9K - $20.7K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 7.55% |
$23.6K - $25.9K
|
4.9K
$317K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.1K- 21.97% |
$65.2K - $71.4K
|
3.92K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.16K- 1.56% |
$68.6K - $75.2K
|
73.4K
$4.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.5K- 4.99% |
$88.8K - $97.2K
|
28.6K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.06KClosed |
$299K - $328K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-22.6K- 52.0% |
$1.34M - $1.46M
|
20.9K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-23KClosed |
$1.36M - $1.49M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.1KClosed |
$1.36M - $1.49M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.9KClosed |
$1.41M - $1.55M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.7K- 57.14% |
$1.75M - $1.92M
|
22.3K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-36.6K- 67.74% |
$2.16M - $2.37M
|
17.4K
$1.13M
|