Latest Institutional Transactions on Ishares Tr Global Utils ETF (JXI)
This table provides information on the latest institutional transactions involving Ishares Tr Global Utils ETF (JXI) 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 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-412- 4.81% |
$21.3K - $25K
|
8.16K
$526K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
698New |
$37.6K - $43.1K
|
698
$45K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-50- 16.67% |
$2.69K - $3.09K
|
250
$16.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-227- 1.16% |
$12.2K - $14K
|
19.4K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-176- 1.35% |
$9.47K - $10.9K
|
12.9K
$830K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
9New |
$484 - $555
|
9
$580
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
174New |
$9.37K - $10.7K
|
174
$11.2K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.88KNew |
$110K - $118K
|
1.88K
$121K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-10- 4.44% |
$589 - $629
|
215
$13.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
69New |
$4.06K - $4.34K
|
69
$4.45K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.09% |
$353 - $378
|
6.52K
$420K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.51K+ 119.61% |
$255K - $279K
|
8.28K
$533K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-84.5K- 94.78% |
$4.77M - $5.22M
|
4.65K
$300K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-26.9K- 84.44% |
$1.52M - $1.66M
|
4.95K
$319K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
307New |
$17.3K - $19K
|
307
$19.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-5- 6.58% |
$282 - $309
|
71
$4.58K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
567New |
$29.3K - $35.2K
|
567
$36.5K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.93KClosed |
$358K - $430K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3- 1.46% |
$155 - $186
|
202
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
40.2KNew |
$2.08M - $2.5M
|
40.2K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$582K - $699K
|
11.3K
$726K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.32K+ 41.41% |
$171K - $206K
|
11.3K
$730K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
270New |
$13.9K - $16.8K
|
270
$17.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 2.06% |
$1.08K - $1.3K
|
1K
$64.5K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30New |
$1.55K - $1.86K
|
30
$1.93K
|
|
| Q3 2022 | |||||||
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
6.33KNew |
$346K - $416K
|
6.33K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
526+ 2.64% |
$28.8K - $34.6K
|
20.4K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35+ 47.95% |
$1.92K - $2.3K
|
108
$6.96K
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-15.5K- 29.57% |
$846K - $1.02M
|
36.8K
$2.37M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-200- 4.08% |
$11K - $13.2K
|
4.7K
$303K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
380New |
$20.8K - $25K
|
380
$24.5K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 2.0% |
$56.9 - $67.5
|
51
$3.29K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.5KNew |
$85K - $101K
|
1.5K
$96.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.08K- 30.78% |
$61.4K - $72.9K
|
2.43K
$157K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-29Closed |
$1.65K - $1.96K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5KClosed |
$284K - $337K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.77KNew |
$214K - $254K
|
3.77K
$243K
|
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
120KNew |
$6.8M - $8.07M
|
120K
$7.71M
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
150New |
$8.53K - $10.1K
|
150
$9.67K
|
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
13+ 0.39% |
$739 - $877
|
3.37K
$217K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
32+ 8.96% |
$1.82K - $2.16K
|
389
$25.1K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.6KClosed |
$1.59M - $1.75M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-220Closed |
$13.2K - $14.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
17.8KNew |
$1.06M - $1.17M
|
17.8K
$1.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-15KClosed |
$898K - $988K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-39Closed |
$2.33K - $2.57K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
168New |
$9.92K - $10.9K
|
168
$10.8K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
284New |
$16.8K - $18.4K
|
284
$18.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-176Closed |
$10.4K - $11.4K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-92Closed |
$5.43K - $5.95K
|
0
$0
|
|