Purchases and Sales Made in Q4 2024 in Ishares Global Industrials ETF (EXI)
This table provides information about the institutional ownership of Ishares Global Industrials ETF (EXI) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL INDUSTRIALS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
172K+ 10.62% |
$24.3M - $26.1M
|
1.79M
$263M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
25.7KNew |
$3.63M - $3.91M
|
25.7K
$3.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.57KNew |
$927K - $999K
|
6.57K
$965K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.48KNew |
$633K - $682K
|
4.48K
$659K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.96KNew |
$418K - $451K
|
2.96K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.73KNew |
$385K - $415K
|
2.73K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.02KNew |
$285K - $307K
|
2.02K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.58K+ 45.7% |
$223K - $241K
|
5.04K
$741K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.19KNew |
$167K - $180K
|
1.19K
$174K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
471+ 186.9% |
$66.5K - $71.6K
|
723
$106K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
461+ 82.76% |
$65.1K - $70.1K
|
1.02K
$150K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
247New |
$34.9K - $37.6K
|
247
$36.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
202New |
$28.5K - $30.7K
|
202
$29.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
131+ 2.02% |
$18.5K - $19.9K
|
6.62K
$973K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
110New |
$15.5K - $16.7K
|
110
$16.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
86New |
$12.1K - $13.1K
|
86
$12.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
85+ 11.18% |
$12K - $12.9K
|
845
$124K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
77New |
$10.9K - $11.7K
|
77
$11.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17New |
$2.4K - $2.59K
|
17
$2.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
7+ 0.24% |
$988 - $1.06K
|
2.95K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5- 0.69% |
$706 - $760
|
718
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-10- 0.62% |
$1.41K - $1.52K
|
1.61K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-96- 31.27% |
$13.5K - $14.6K
|
211
$31K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-178- 3.06% |
$25.1K - $27.1K
|
5.65K
$829K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-192- 1.79% |
$27.1K - $29.2K
|
10.5K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-204- 1.39% |
$28.8K - $31K
|
14.5K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-296- 12.23% |
$41.8K - $45K
|
2.12K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 3.19% |
$42.3K - $45.6K
|
9.1K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-309- 1.64% |
$43.6K - $47K
|
18.5K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-506- 25.91% |
$71.4K - $76.9K
|
1.45K
$213K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-775- 16.25% |
$109K - $118K
|
3.99K
$587K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.23K- 48.37% |
$314K - $338K
|
2.38K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.63K- 41.75% |
$513K - $552K
|
5.07K
$744K
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-11.1K- 1.68% |
$1.56M - $1.68M
|
649K
$95.4M
|