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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-216- 2.87% |
$12.7K - $14K
|
7.31K
$491K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-220- 5.02% |
$12.9K - $14.3K
|
4.16K
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-419- 9.67% |
$24.5K - $27.2K
|
3.91K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-432- 20.41% |
$25.3K - $28K
|
1.69K
$113K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-465- 11.23% |
$27.2K - $30.1K
|
3.67K
$247K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-562- 16.21% |
$32.9K - $36.4K
|
2.9K
$195K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-886- 12.84% |
$51.9K - $57.4K
|
6.02K
$404K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.19K- 16.96% |
$69.7K - $77.1K
|
5.83K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.35K- 17.27% |
$78.8K - $87.2K
|
6.45K
$433K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.58K- 2.55% |
$92.8K - $103K
|
60.5K
$4.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.64K- 8.54% |
$96.1K - $106K
|
17.6K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.74K- 8.98% |
$102K - $112K
|
17.6K
$1.18M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.78K- 66.67% |
$104K - $115K
|
888
$59.7K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.91K- 5.47% |
$112K - $124K
|
33.1K
$2.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.93K- 34.11% |
$113K - $125K
|
3.74K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.04K- 9.87% |
$119K - $132K
|
18.6K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.25K- 6.05% |
$132K - $146K
|
35K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.32K- 3.86% |
$136K - $150K
|
57.6K
$3.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.47K- 54.88% |
$145K - $160K
|
2.03K
$136K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3.66K- 48.89% |
$214K - $237K
|
3.83K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.1K- 5.2% |
$240K - $265K
|
74.7K
$5.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.9K- 38.16% |
$287K - $318K
|
7.94K
$534K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.47K- 7.57% |
$379K - $419K
|
79K
$5.31M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.98K- 11.43% |
$409K - $452K
|
54.1K
$3.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-7.36KClosed |
$431K - $477K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-12.3K- 99.93% |
$721K - $798K
|
9
$605
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.8K- 26.07% |
$748K - $827K
|
36.2K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-18.5K- 66.52% |
$1.09M - $1.2M
|
9.32K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-21.7K- 80.62% |
$1.27M - $1.4M
|
5.21K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.3K- 54.28% |
$1.66M - $1.83M
|
23.8K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.7K- 10.11% |
$1.86M - $2.06M
|
282K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-233K- 48.55% |
$13.6M - $15.1M
|
246K
$16.6M
|