Purchases and Sales Made in Q1 2022 in Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR GLOBAL CONSUMER STA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
116+ 2.16% |
$6.75K - $7.56K
|
5.48K
$326K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51+ 1.03% |
$2.97K - $3.33K
|
5.01K
$298K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48New |
$2.79K - $3.13K
|
48
$2.85K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43+ 4.43% |
$2.5K - $2.8K
|
1.01K
$60.2K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24+ 1.37% |
$1.4K - $1.57K
|
1.77K
$105K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16+ 20.51% |
$931 - $1.04K
|
94
$5.59K
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
13+ 0.19% |
$756 - $848
|
6.85K
$408K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.06% |
$175 - $196
|
5.08K
$302K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.0% |
$58.2 - $65.2
|
75.2K
$4.47M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.31% |
$58.2 - $65.2
|
319
$19K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.05% |
$58.2 - $65.2
|
2.08K
$124K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.18% |
$58.2 - $65.2
|
557
$33.1K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6- 1.55% |
$349 - $391
|
381
$22.7K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9- 3.27% |
$524 - $587
|
266
$15.8K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12- 0.87% |
$698 - $783
|
1.37K
$81.2K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-28Closed |
$1.63K - $1.83K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-28Closed |
$1.63K - $1.83K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-30- 13.04% |
$1.75K - $1.96K
|
200
$11.9K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-30- 19.23% |
$1.75K - $1.96K
|
126
$7.49K
|
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-60- 41.38% |
$3.49K - $3.91K
|
85
$5.05K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-79- 0.72% |
$4.6K - $5.15K
|
10.8K
$644K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-84- 2.27% |
$4.89K - $5.48K
|
3.61K
$215K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-87- 4.06% |
$5.06K - $5.67K
|
2.05K
$122K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-92- 0.62% |
$5.35K - $6K
|
14.8K
$878K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-96Closed |
$5.59K - $6.26K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-105- 0.59% |
$6.11K - $6.85K
|
17.8K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-125- 1.31% |
$7.27K - $8.15K
|
9.4K
$559K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-150- 22.46% |
$8.73K - $9.78K
|
518
$30.8K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-176- 46.81% |
$10.2K - $11.5K
|
200
$11.9K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-200Closed |
$11.6K - $13K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-206- 1.11% |
$12K - $13.4K
|
18.3K
$1.09M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-212Closed |
$12.3K - $13.8K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-215Closed |
$12.5K - $14K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-235Closed |
$13.7K - $15.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-244- 1.89% |
$14.2K - $15.9K
|
12.7K
$752K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-273- 91.3% |
$15.9K - $17.8K
|
26
$1.55K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-317- 3.73% |
$18.4K - $20.7K
|
8.18K
$486K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-389Closed |
$22.6K - $25.4K
|
0
$0
|
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-489- 11.19% |
$28.5K - $31.9K
|
3.88K
$231K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-524- 36.77% |
$30.5K - $34.2K
|
901
$53.6K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-550- 20.91% |
$32K - $35.9K
|
2.08K
$124K
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-621Closed |
$36.1K - $40.5K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-660- 8.3% |
$38.4K - $43K
|
7.29K
$434K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-676- 9.09% |
$39.3K - $44.1K
|
6.76K
$402K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-700- 52.24% |
$40.7K - $45.6K
|
640
$38.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-926Closed |
$53.9K - $60.4K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-1.16K- 17.98% |
$67.6K - $75.8K
|
5.3K
$315K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.4K- 10.03% |
$81.5K - $91.3K
|
12.6K
$747K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-1.49K- 71.76% |
$86.6K - $97.1K
|
586
$34.8K
|