Purchases and Sales Made in Q1 2025 in Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI) during Q1 2025. 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 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
611K+ 21.69% |
$35.8M - $39.6M
|
3.43M
$230M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.1K+ 118.31% |
$3.81M - $4.22M
|
120K
$8.07M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
26.9KNew |
$1.58M - $1.74M
|
26.9K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
26.2KNew |
$1.53M - $1.7M
|
26.2K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
25K+ 27.14% |
$1.46M - $1.62M
|
117K
$7.87M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.3K+ 240.84% |
$1.13M - $1.25M
|
27.4K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.3KNew |
$1.01M - $1.12M
|
17.3K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.24KNew |
$482K - $534K
|
8.24K
$554K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.82K+ 78.73% |
$341K - $377K
|
13.2K
$888K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.32KNew |
$311K - $345K
|
5.32K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.79K+ 16.6% |
$280K - $310K
|
33.6K
$2.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.73KNew |
$277K - $307K
|
4.73K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.5K+ 10.8% |
$263K - $291K
|
46.2K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.93KNew |
$230K - $254K
|
3.93K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.83KNew |
$224K - $248K
|
3.83K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.79K+ 47.36% |
$222K - $245K
|
11.8K
$792K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.31KNew |
$194K - $214K
|
3.31K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.17KNew |
$186K - $205K
|
3.17K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$184K - $203K
|
3.14K
$211K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.61K+ 59.31% |
$153K - $169K
|
7.02K
$472K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.59K+ 4.83% |
$151K - $168K
|
56.1K
$3.77M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.78K+ 200.0% |
$104K - $115K
|
2.66K
$179K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
608+ 16.17% |
$35.6K - $39.4K
|
4.37K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
426+ 2.84% |
$25K - $27.6K
|
15.4K
$1.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
415New |
$24.3K - $26.9K
|
415
$27.9K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
338+ 1.58% |
$19.8K - $21.9K
|
21.7K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
322New |
$18.9K - $20.9K
|
322
$21.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
218New |
$12.8K - $14.1K
|
218
$14.7K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
200New |
$11.7K - $13K
|
200
$13.4K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
155New |
$9.08K - $10K
|
155
$10.4K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
135+ 2.35% |
$7.91K - $8.75K
|
5.88K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
125New |
$7.32K - $8.1K
|
125
$8.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
106+ 107.07% |
$6.21K - $6.87K
|
205
$13.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
100New |
$5.86K - $6.48K
|
100
$6.72K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
100New |
$5.86K - $6.48K
|
100
$6.72K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91+ 86.67% |
$5.33K - $5.9K
|
196
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
38+ 0.23% |
$2.23K - $2.46K
|
16.3K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34+ 3.34% |
$1.99K - $2.2K
|
1.05K
$70.8K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 1.26% |
$1.7K - $1.88K
|
2.33K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26New |
$1.52K - $1.68K
|
26
$1.75K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4New |
$234 - $259
|
4
$269
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7- 70.0% |
$410 - $454
|
3
$202
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-12- 0.58% |
$703 - $778
|
2.07K
$139K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13- 0.37% |
$761 - $842
|
3.53K
$237K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-21- 0.44% |
$1.23K - $1.36K
|
4.8K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-31- 0.81% |
$1.82K - $2.01K
|
3.81K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-116- 2.66% |
$6.79K - $7.52K
|
4.25K
$286K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-164- 45.05% |
$9.61K - $10.6K
|
200
$13.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-185- 1.24% |
$10.8K - $12K
|
14.8K
$992K
|