Greenleaf Trust Ishares Tr Global Utils ETF Transaction History

Greenleaf Trust

$11.2 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$42.17 - $64.09 $448,941 - $682,302	-10,646 Closed	0 $0
Q4 2019 Feb 11, 2020	SELL	$56.2 - $58.72 $81,040 - $84,674	-1,442 Reduced 11.93%	10,646 $625,000
Q1 2019 May 08, 2019	SELL	N/A	-2,313 Reduced 16.06%	12,088 $653,000
Q4 2018 Feb 07, 2019	SELL	N/A	-737 Reduced 4.87%	14,401 $707,000
Q2 2018 Aug 07, 2018	SELL	N/A	-18,861 Reduced 55.48%	15,138 $741,000
Q1 2018 Apr 30, 2018	SELL	N/A	-5,363 Reduced 13.62%	33,999 $1.67 Million
Q4 2017 Feb 08, 2018	BUY	N/A	3,100 Added 8.55%	39,362 $1.95 Million
Q3 2017 Nov 13, 2017	BUY	N/A	36,262	36,262 $1.84 Million

Others Institutions Holding JXI

# of Institutions

56

Shares Held

520K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

81.6K
Shares

$5.26 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

78K
Shares

$5.03 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

30.8K
Shares

$1.98 Million
0.0% of portfolio
Avantax Advisory Services, Inc.

27.9K
Shares

$1.8 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

26.8K
Shares

$1.73 Million
0.0% of portfolio

About ISHARES TR GLOBAL UTILS ETF

Ticker JXI
Sector ETFs
Industry ETFs

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