Purchases and Sales Made in Q4 2022 in Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES TR GLOBAL UTILS ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
40.2KNew |
$2.08M - $2.5M
|
40.2K
$2.64M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12.7K+ 356.16% |
$658K - $791K
|
16.3K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$582K - $699K
|
11.3K
$739K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.05KNew |
$364K - $438K
|
7.05K
$463K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
4.82K+ 16.33% |
$249K - $299K
|
34.3K
$2.25M
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.77KNew |
$195K - $234K
|
3.77K
$247K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.33KNew |
$172K - $207K
|
3.33K
$219K
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.32K+ 41.41% |
$171K - $206K
|
11.3K
$743K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
567New |
$29.3K - $35.2K
|
567
$37.2K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
435+ 2.2% |
$22.5K - $27K
|
20.2K
$1.33M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
398+ 1.35% |
$20.6K - $24.7K
|
29.9K
$1.96M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
270New |
$13.9K - $16.8K
|
270
$17.7K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
260New |
$13.4K - $16.1K
|
260
$17.1K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
188+ 53.71% |
$9.71K - $11.7K
|
538
$35.3K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
185+ 0.21% |
$9.56K - $11.5K
|
88.1K
$5.79M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
159+ 2.63% |
$8.21K - $9.87K
|
6.21K
$408K
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
89+ 1.43% |
$4.6K - $5.53K
|
6.3K
$414K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
81+ 0.92% |
$4.18K - $5.03K
|
8.85K
$581K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
80New |
$4.13K - $4.97K
|
80
$5.25K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65+ 0.68% |
$3.36K - $4.04K
|
9.58K
$629K
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
61+ 406.67% |
$3.15K - $3.79K
|
76
$4.99K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
50+ 43.48% |
$2.58K - $3.1K
|
165
$10.8K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
44+ 0.25% |
$2.27K - $2.73K
|
18K
$1.18M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30+ 0.57% |
$1.55K - $1.86K
|
5.3K
$348K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30New |
$1.55K - $1.86K
|
30
$1.97K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10+ 4.02% |
$517 - $621
|
259
$17K
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.12% |
$413 - $497
|
6.65K
$437K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3+ 0.06% |
$155 - $186
|
5.3K
$348K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3- 1.46% |
$155 - $186
|
202
$13.3K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13- 0.19% |
$671 - $807
|
6.96K
$457K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-21- 2.06% |
$1.08K - $1.3K
|
1K
$65.6K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-89- 0.33% |
$4.6K - $5.53K
|
26.6K
$1.75M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-93- 1.1% |
$4.8K - $5.77K
|
8.35K
$548K
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-116- 0.74% |
$5.99K - $7.2K
|
15.6K
$1.02M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-138- 0.91% |
$7.13K - $8.57K
|
15K
$981K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-162- 3.01% |
$8.37K - $10.1K
|
5.21K
$342K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-320- 28.57% |
$16.5K - $19.9K
|
800
$52.5K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-346- 23.86% |
$17.9K - $21.5K
|
1.1K
$72.5K
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-387- 21.21% |
$20K - $24K
|
1.44K
$94.4K
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-512- 4.49% |
$26.4K - $31.8K
|
10.9K
$715K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-864- 10.24% |
$44.6K - $53.6K
|
7.57K
$497K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.63K- 15.24% |
$187K - $225K
|
20.2K
$1.32M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.04K- 11.26% |
$209K - $251K
|
31.8K
$2.09M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.33K- 28.44% |
$275K - $331K
|
13.4K
$880K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.93KClosed |
$358K - $430K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.6K- 38.51% |
$808K - $971K
|
25K
$1.64M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.7K- 35.13% |
$967K - $1.16M
|
34.6K
$2.27M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.1K- 28.24% |
$2.59M - $3.11M
|
127K
$8.36M
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-211K- 70.34% |
$10.9M - $13.1M
|
89.1K
$5.85M
|