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 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
1.76KNew |
$188K - $224K
|
1.76K
$302K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
86New |
$9.17K - $11K
|
86
$14.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
39.2K+ 276.77% |
$4.18M - $5M
|
53.4K
$9.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.81KNew |
$726K - $868K
|
6.81K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$10.7K - $12.7K
|
100
$17.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-862- 50.06% |
$91.9K - $110K
|
860
$148K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
100New |
$11.3K - $12.3K
|
100
$17.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14New |
$1.58K - $1.73K
|
14
$2.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
332+ 7.75% |
$37.4K - $41K
|
4.61K
$792K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.25KNew |
$366K - $402K
|
3.25K
$559K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22New |
$2.48K - $2.72K
|
22
$3.78K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-12- 0.12% |
$1.35K - $1.48K
|
9.64K
$1.66M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$11.3K - $12.3K
|
100
$17.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-8.63K- 6.04% |
$972K - $1.07M
|
134K
$23M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.23KNew |
$248K - $268K
|
2.23K
$383K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-20- 3.28% |
$2.22K - $2.41K
|
590
$101K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
41New |
$4.56K - $4.93K
|
41
$7.04K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
109New |
$12.1K - $13.1K
|
109
$18.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
106+ 2.59% |
$11.8K - $12.7K
|
4.21K
$722K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16New |
$1.78K - $1.92K
|
16
$2.75K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-242- 26.65% |
$25.8K - $27.8K
|
666
$114K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-176- 1.78% |
$18.8K - $20.3K
|
9.72K
$1.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
5+ 13.51% |
$534 - $575
|
42
$7.21K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
149New |
$15.9K - $17.1K
|
149
$25.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
196New |
$20.9K - $22.6K
|
196
$33.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.39KNew |
$127K - $154K
|
1.39K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
127New |
$11.6K - $14.1K
|
127
$21.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-812- 12.17% |
$74.1K - $90.1K
|
5.86K
$1.01M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-330- 54.55% |
$29.7K - $35.9K
|
275
$47.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-31- 29.81% |
$2.79K - $3.37K
|
73
$12.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.1K+ 2.83% |
$98.7K - $119K
|
39.9K
$6.84M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
125New |
$11.2K - $13.6K
|
125
$21.5K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
501New |
$47.5K - $57.8K
|
501
$86K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.24KClosed |
$212K - $258K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.18KNew |
$206K - $251K
|
2.18K
$374K
|
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-5.81KClosed |
$550K - $670K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.25KNew |
$213K - $260K
|
2.25K
$386K
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.9KClosed |
$180K - $219K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.67KClosed |
$253K - $308K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.06% |
$474 - $577
|
8.16K
$1.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.31KNew |
$124K - $151K
|
1.31K
$224K
|
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-3.08KClosed |
$292K - $356K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-21.2KClosed |
$2.29M - $2.64M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.3KClosed |
$1.23M - $1.42M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.24KClosed |
$242K - $280K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
32+ 9.91% |
$3.46K - $4K
|
355
$61K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-130Closed |
$14.1K - $16.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
103New |
$12K - $12.9K
|
103
$17.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100Closed |
$11.7K - $12.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-549Closed |
$64.1K - $68.9K
|
0
$0
|
|