United Capital Financial Advisers, LLC Ishares Tr Global Utils ETF Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$59.84 - $65.84 $1.59 Million - $1.75 Million	-26,597 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$59.05 - $64.7 $93,948 - $102,937	1,591 Added 6.36%	26,597 $1.72 Million
Q3 2021 Nov 15, 2021	BUY	$58.86 - $64.62 $58,801 - $64,555	999 Added 4.16%	25,006 $1.47 Million
Q2 2021 Aug 13, 2021	BUY	$59.44 - $63.33 $54,982 - $58,580	925 Added 4.01%	24,007 $1.43 Million
Q1 2021 May 14, 2021	BUY	$55.73 - $61.1 $381,750 - $418,535	6,850 Added 42.2%	23,082 $1.4 Million
Q4 2020 Feb 17, 2021	SELL	$56.75 - $62.05 $18,443 - $20,166	-325 Reduced 1.96%	16,232 $975,000
Q3 2020 Nov 13, 2020	BUY	$53.69 - $57.79 $8,053 - $8,668	150 Added 0.91%	16,557 $929,000
Q2 2020 Aug 13, 2020	SELL	$47.39 - $57.79 $44,546 - $54,322	-940 Reduced 5.42%	16,407 $874,000
Q4 2019 Feb 14, 2020	SELL	$56.2 - $58.72 $4,215 - $4,404	-75 Reduced 0.43%	17,347 $1.02 Million
Q3 2019 Nov 14, 2019	SELL	$56.04 - $58.45 $5,043 - $5,260	-90 Reduced 0.51%	17,422 $1.02 Million
Q2 2019 Aug 13, 2019	BUY	N/A	214 Added 1.24%	17,512 $956,000
Q1 2019 May 14, 2019	SELL	N/A	-220 Reduced 1.26%	17,298 $935,000
Q4 2018 Feb 14, 2019	SELL	N/A	-493 Reduced 2.74%	17,518 $860,000
Q2 2018 Aug 14, 2018	SELL	N/A	-6,604 Reduced 26.83%	18,011 $882,000
Q1 2018 May 15, 2018	SELL	N/A	-15,846 Reduced 39.16%	24,615 $1.21 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-2,313 Reduced 5.41%	40,461 $2 Million
Q3 2017 Nov 14, 2017	BUY	N/A	1,809 Added 4.42%	42,774 $2.17 Million
Q2 2017 Aug 14, 2017	BUY	N/A	40,965	40,965 $2.01 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

$5.27 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

78K
Shares

$5.04 Million
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

30.8K
Shares

$1.99 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
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