Wealthpoint, LLC Ishares Tr Global Utils ETF Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 31, 2020	SELL	$56.2 - $58.72 $422,736 - $441,691	-7,522 Closed	0 $0
Q3 2019 Nov 14, 2019	BUY	$56.04 - $58.45 $421,532 - $439,660	7,522 New	7,522 $439,000

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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