Purchases and Sales Made in Q4 2024 in Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
126KNew |
$7.95M - $8.96M
|
126K
$8.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.3K+ 316.12% |
$2.99M - $3.37M
|
62.2K
$4.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
40.1K+ 211.11% |
$2.54M - $2.86M
|
59.2K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.7K+ 20.52% |
$1.06M - $1.19M
|
98.4K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.5K+ 21.09% |
$411K - $463K
|
37.3K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.3K+ 28.23% |
$399K - $449K
|
28.6K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.76K+ 250.43% |
$364K - $411K
|
8.06K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.43K+ 12.87% |
$154K - $173K
|
21.3K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.06KNew |
$130K - $147K
|
2.06K
$137K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
750New |
$47.4K - $53.5K
|
750
$49.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
698New |
$44.1K - $49.7K
|
698
$46.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
436+ 77.86% |
$27.6K - $31.1K
|
996
$66.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
415+ 1.82% |
$26.2K - $29.6K
|
23.2K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
273+ 3.23% |
$17.3K - $19.5K
|
8.72K
$580K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
240+ 3.64% |
$15.2K - $17.1K
|
6.83K
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.34% |
$316 - $356
|
1.46K
$97K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4+ 0.04% |
$253 - $285
|
9.98K
$665K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 1.29% |
$253 - $285
|
315
$21K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3+ 0.09% |
$190 - $214
|
3.28K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.16% |
$63.2 - $71.3
|
613
$40.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-40- 1.6% |
$2.53K - $2.85K
|
2.46K
$163K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-105- 23.65% |
$6.64K - $7.48K
|
339
$22.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-145- 9.7% |
$9.17K - $10.3K
|
1.35K
$89.9K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-148- 22.36% |
$9.36K - $10.5K
|
514
$34.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-179- 7.33% |
$11.3K - $12.8K
|
2.26K
$151K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-186- 2.36% |
$11.8K - $13.3K
|
7.7K
$512K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-210- 0.75% |
$13.3K - $15K
|
27.6K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-227- 3.82% |
$14.4K - $16.2K
|
5.71K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-258- 4.17% |
$16.3K - $18.4K
|
5.93K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-350- 4.53% |
$22.1K - $24.9K
|
7.37K
$491K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-500- 10.64% |
$31.6K - $35.6K
|
4.2K
$280K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-668- 7.72% |
$42.2K - $47.6K
|
7.99K
$532K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-974- 9.34% |
$61.6K - $69.4K
|
9.46K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.02K- 8.66% |
$64.6K - $72.8K
|
10.8K
$717K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.4K- 5.24% |
$88.7K - $100K
|
25.4K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.93K- 33.32% |
$249K - $280K
|
7.87K
$524K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.9K- 46.05% |
$2.27M - $2.56M
|
42.1K
$2.8M
|