Purchases and Sales Made in Q4 2025 in Ishares Tr Global Utils ETF (JXI)
This table provides information about the institutional ownership of Ishares Tr Global Utils ETF (JXI) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
12.1KNew |
$942K - $984K
|
12.1K
$975K
|
|
|
Jan 20, 2026
Q4 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.15KNew |
$402K - $420K
|
5.15K
$416K
|
|
|
Jan 26, 2026
Q4 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.68KNew |
$365K - $382K
|
4.68K
$378K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
850New |
$66.3K - $69.3K
|
850
$68.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
523+ 12.3% |
$40.8K - $42.6K
|
4.78K
$386K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
240New |
$18.7K - $19.6K
|
240
$19.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
165+ 2.05% |
$12.9K - $13.5K
|
8.22K
$664K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
125New |
$9.75K - $10.2K
|
125
$10.1K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
114New |
$8.89K - $9.29K
|
114
$9.21K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
110New |
$8.58K - $8.97K
|
110
$8.88K
|
|