Latest Institutional Transactions on Ishares Global Industrials ETF (EXI)
This table provides information on the latest institutional transactions involving Ishares Global Industrials ETF (EXI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.9K+ 908.81% |
$4.22M - $4.55M
|
33.2K
$4.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.78KNew |
$534K - $575K
|
3.78K
$551K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
960+ 14.24% |
$135K - $146K
|
7.7K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
245K+ 44352.17% |
$34.6M - $37.2M
|
245K
$35.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
85+ 11.18% |
$12K - $12.9K
|
845
$123K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.73KNew |
$385K - $415K
|
2.73K
$397K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
461+ 82.76% |
$65.1K - $70.1K
|
1.02K
$148K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
110New |
$15.5K - $16.7K
|
110
$16K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
172K+ 10.62% |
$24.3M - $26.1M
|
1.79M
$261M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-11.1K- 1.68% |
$1.56M - $1.68M
|
649K
$94.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.19KNew |
$167K - $180K
|
1.19K
$173K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
247New |
$34.9K - $37.6K
|
247
$36K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-192- 1.79% |
$27.1K - $29.2K
|
10.5K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-775- 16.25% |
$109K - $118K
|
3.99K
$582K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17New |
$2.4K - $2.59K
|
17
$2.48K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-96- 31.27% |
$13.5K - $14.6K
|
211
$30.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.02KNew |
$285K - $307K
|
2.02K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 3.19% |
$42.3K - $45.6K
|
9.1K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-204- 1.39% |
$28.8K - $31K
|
14.5K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5- 0.69% |
$706 - $760
|
718
$105K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
25.7KNew |
$3.63M - $3.91M
|
25.7K
$3.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
202New |
$28.5K - $30.7K
|
202
$29.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.57KNew |
$927K - $999K
|
6.57K
$957K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.58K+ 45.7% |
$223K - $241K
|
5.04K
$735K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
86New |
$12.1K - $13.1K
|
86
$12.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.96KNew |
$418K - $451K
|
2.96K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-10- 0.62% |
$1.41K - $1.52K
|
1.61K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.48KNew |
$633K - $682K
|
4.48K
$653K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
77New |
$10.9K - $11.7K
|
77
$11.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
131+ 2.02% |
$18.5K - $19.9K
|
6.62K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.63K- 41.75% |
$513K - $552K
|
5.07K
$738K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-309- 1.64% |
$43.6K - $47K
|
18.5K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-178- 3.06% |
$25.1K - $27.1K
|
5.65K
$822K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-506- 25.91% |
$71.4K - $76.9K
|
1.45K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.23K- 48.37% |
$314K - $338K
|
2.38K
$346K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
141New |
$18.6K - $21.1K
|
141
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
13+ 144.44% |
$1.71K - $1.95K
|
22
$3.21K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
53+ 441.67% |
$6.97K - $7.94K
|
65
$9.47K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.15KNew |
$151K - $172K
|
1.15K
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-380- 12.97% |
$50K - $57K
|
2.55K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8New |
$1.05K - $1.2K
|
8
$1.17K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.42KNew |
$186K - $212K
|
1.42K
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.36KNew |
$311K - $354K
|
2.36K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
32New |
$4.21K - $4.8K
|
32
$4.66K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.94KNew |
$387K - $441K
|
2.94K
$429K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.5KNew |
$198K - $225K
|
1.5K
$219K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 220.0% |
$1.45K - $1.65K
|
16
$2.33K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-184- 8.49% |
$24.2K - $27.6K
|
1.98K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
793+ 34.55% |
$104K - $119K
|
3.09K
$450K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
52New |
$6.93K - $7.35K
|
52
$7.58K
|
|