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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
567New |
$29.3K - $35.2K
|
567
$45.8K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.93KClosed |
$358K - $430K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
40.2KNew |
$2.08M - $2.5M
|
40.2K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$582K - $699K
|
11.3K
$910K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
270New |
$13.9K - $16.8K
|
270
$21.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.32K+ 41.41% |
$171K - $206K
|
11.3K
$914K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 2.06% |
$1.08K - $1.3K
|
1K
$80.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30New |
$1.55K - $1.86K
|
30
$2.42K
|
|
| Q3 2022 | |||||||
|
Aug 25, 2023
Q3 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
6.33KNew |
$346K - $416K
|
6.33K
$511K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
526+ 2.64% |
$28.8K - $34.6K
|
20.4K
$1.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-15.5K- 29.57% |
$846K - $1.02M
|
36.8K
$2.97M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
35+ 47.95% |
$1.92K - $2.3K
|
108
$8.72K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
380New |
$20.8K - $25K
|
380
$30.7K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1+ 2.0% |
$56.9 - $67.5
|
51
$4.12K
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.08K- 30.78% |
$61.4K - $72.9K
|
2.43K
$196K
|
|
|
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
$304K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
150New |
$8.53K - $10.1K
|
150
$12.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
13+ 0.39% |
$739 - $877
|
3.37K
$272K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
32+ 8.96% |
$1.82K - $2.16K
|
389
$31.4K
|
|
| 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
$1.44M
|
|
|
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
$13.6K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
284New |
$16.8K - $18.4K
|
284
$22.9K
|
|
|
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
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-125Closed |
$7.38K - $8.09K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-23KClosed |
$1.36M - $1.49M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-320Closed |
$18.9K - $20.7K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-198Closed |
$11.7K - $12.8K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-25Closed |
$1.48K - $1.62K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-190Closed |
$11.2K - $12.3K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Tiff Advisory Services Inc
|
SELL
|
- |
-67.8KClosed |
$3.99M - $4.38M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-5.13KClosed |
$302K - $331K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.1KNew |
$64.7K - $71.1K
|
1.1K
$88.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-19Closed |
$1.12K - $1.23K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-4.53KClosed |
$267K - $293K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.8KClosed |
$212K - $232K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-260Closed |
$14.8K - $16.1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
$16.1K - $17.3K
|
300
$24.2K
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-300Closed |
$16.1K - $17.3K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
SELL
|
- |
-441Closed |
$23.7K - $25.5K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1K- 50.0% |
$53.7K - $57.8K
|
1K
$80.8K
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-53.1KClosed |
$2.85M - $3.07M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-14KClosed |
$663K - $809K
|
0
$0
|
|