Purchases and Sales Made in Q4 2023 in Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.4K+ 141.31% |
$693K - $816K
|
22.9K
$1.58M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
9.53KNew |
$492K - $579K
|
9.53K
$657K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.96K+ 9.06% |
$411K - $483K
|
95.8K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.34KNew |
$379K - $446K
|
7.34K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.57K+ 30.38% |
$236K - $278K
|
19.6K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.76K+ 13.87% |
$194K - $229K
|
30.9K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.69K+ 145.28% |
$191K - $224K
|
6.24K
$430K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.77K+ 13.18% |
$143K - $168K
|
23.8K
$1.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2.72K+ 35.79% |
$140K - $165K
|
10.3K
$711K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.22KNew |
$62.8K - $73.8K
|
1.22K
$83.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.12KNew |
$57.9K - $68K
|
1.12K
$77.2K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.03K+ 41.16% |
$53.1K - $62.4K
|
3.52K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
926+ 3.44% |
$47.8K - $56.3K
|
27.8K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
100New |
$5.17K - $6.08K
|
100
$6.89K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6+ 0.42% |
$310 - $365
|
1.45K
$99.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 2.0% |
$310 - $365
|
306
$21.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.08% |
$207 - $243
|
5.27K
$363K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.16% |
$51.7 - $60.8
|
635
$43.8K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-47- 6.7% |
$2.43K - $2.86K
|
655
$45.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-195- 31.6% |
$10.1K - $11.8K
|
422
$29.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-216- 54.96% |
$11.2K - $13.1K
|
177
$12.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-222- 4.18% |
$11.5K - $13.5K
|
5.1K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-229- 1.18% |
$11.8K - $13.9K
|
19.2K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-366- 8.54% |
$18.9K - $22.2K
|
3.92K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-412- 4.81% |
$21.3K - $25K
|
8.16K
$563K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-423- 4.19% |
$21.9K - $25.7K
|
9.67K
$666K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-564- 50.09% |
$29.1K - $34.3K
|
562
$38.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-582- 6.11% |
$30.1K - $35.4K
|
8.95K
$617K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-775- 16.16% |
$40K - $47.1K
|
4.02K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-864- 2.95% |
$44.6K - $52.5K
|
28.5K
$1.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.43K- 17.41% |
$73.6K - $86.6K
|
6.76K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.85K- 6.05% |
$95.8K - $113K
|
28.8K
$1.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-1.9K- 18.44% |
$98.3K - $116K
|
8.42K
$580K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.93K- 45.08% |
$203K - $239K
|
4.78K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.4K- 9.8% |
$538K - $632K
|
95.8K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.6K- 34.64% |
$754K - $887K
|
27.5K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-101K- 77.0% |
$5.24M - $6.16M
|
30.3K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-151K- 98.41% |
$7.8M - $9.17M
|
2.44K
$168K
|