Latest Institutional Purchases of Ishares Global Industrials ETF (EXI)
This list provides information on the latest institutional transactions involving Ishares Global Industrials ETF (EXI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
247New |
$26.3K - $31.5K
|
247
$42.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$10.7K - $12.7K
|
100
$17.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
86New |
$9.17K - $11K
|
86
$14.8K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$533 - $637
|
5
$859
|
|
|
Mar 22, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.25KNew |
$366K - $402K
|
3.25K
$559K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
332+ 7.75% |
$37.4K - $41K
|
4.61K
$792K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
100New |
$11.3K - $12.3K
|
100
$17.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100New |
$11.3K - $12.3K
|
100
$17.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22New |
$2.48K - $2.72K
|
22
$3.78K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
14New |
$1.58K - $1.73K
|
14
$2.4K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.23KNew |
$248K - $268K
|
2.23K
$383K
|
|
|
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
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
41New |
$4.56K - $4.93K
|
41
$7.04K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16New |
$1.78K - $1.92K
|
16
$2.75K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
196New |
$20.9K - $22.6K
|
196
$33.7K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
149New |
$15.9K - $17.1K
|
149
$25.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
5+ 13.51% |
$534 - $575
|
42
$7.21K
|
|
| 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
|
|
| Q3 2022 | |||||||
|
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 | |||||||
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.25KNew |
$213K - $260K
|
2.25K
$386K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.18KNew |
$206K - $251K
|
2.18K
$374K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.31KNew |
$124K - $151K
|
1.31K
$224K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
501New |
$47.5K - $57.8K
|
501
$86K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.06% |
$474 - $577
|
8.16K
$1.4M
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
32+ 9.91% |
$3.46K - $4K
|
355
$61K
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
103New |
$12K - $12.9K
|
103
$17.7K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$2.92M - $3.12M
|
25K
$4.29M
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
108+ 1.37% |
$12.6K - $13.4K
|
7.96K
$1.37M
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.93% |
$234 - $248
|
217
$37.3K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
300New |
$31.1K - $34.8K
|
300
$51.5K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
18.8KNew |
$1.69M - $2.01M
|
18.8K
$3.23M
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Heritage Wealth Advisors
|
BUY
|
- |
425New |
$35.1K - $40.7K
|
425
$73K
|
|
| Q3 2018 | |||||||
|
Oct 30, 2018
Q3 2018
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
150New |
N/A
|
150
$25.8K
|
|
| Q3 2017 | |||||||
|
Oct 18, 2017
Q3 2017
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
55New |
N/A
|
55
$9.45K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$172
|
|