Plancorp, LLC Ishares Global Industrials ETF Transaction History

Plancorp, LLC

$2.44 Billion
Q3 2024

A detailed history of Plancorp, LLC transactions in Ishares Global Industrials ETF stock. As of the latest transaction made, Plancorp, LLC holds 1,760 shares of EXI stock, worth $258,737. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,760

Previous 1,760 -0.0%

Holding current value

$258,737

Previous $237,000 10.13%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$106.65 - $127.47 $187,704 - $224,347	1,760 New	1,760 $224,000

Others Institutions Holding EXI

# of Institutions

Shares Held

4.6M

Call Options Held

Put Options Held

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.62M
Shares

$238 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.19M
Shares

$176 Million
0.01% of portfolio
Richard Bernstein Advisors LLC

660K
Shares

$97.1 Million
2.12% of portfolio
Black Rock Inc. New York, NY

444K
Shares

$65.3 Million
0.0% of portfolio
Envestnet Asset Management Inc

89.6K
Shares

$13.2 Million
0.0% of portfolio

View Full List

About ISHARES GLOBAL INDUSTRIALS ETF

Ticker EXI
Sector ETFs
Industry ETFs

More about EXI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.

Account