Purchases and Sales Made in Q3 2022 in Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
20+ 0.11% |
$1.07K - $1.23K
|
18.1K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8+ 0.78% |
$429 - $492
|
1.04K
$63.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7- 0.29% |
$375 - $430
|
2.41K
$147K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-31- 0.65% |
$1.66K - $1.91K
|
4.74K
$289K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-55- 2.73% |
$2.95K - $3.38K
|
1.96K
$119K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-59- 1.17% |
$3.16K - $3.63K
|
4.97K
$303K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-69- 0.97% |
$3.7K - $4.24K
|
7.06K
$431K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-78- 3.72% |
$4.18K - $4.79K
|
2.02K
$123K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-81- 0.11% |
$4.34K - $4.98K
|
73.7K
$4.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-85- 1.64% |
$4.56K - $5.22K
|
5.11K
$312K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-150- 1.07% |
$8.04K - $9.22K
|
13.8K
$844K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-199- 62.58% |
$10.7K - $12.2K
|
119
$7.26K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-212- 0.67% |
$11.4K - $13K
|
31.3K
$1.91M
|
|
|
Nov 10, 2022
Q3 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-241- 2.74% |
$12.9K - $14.8K
|
8.57K
$523K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-265- 3.33% |
$14.2K - $16.3K
|
7.7K
$470K
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-282- 3.1% |
$15.1K - $17.3K
|
8.81K
$538K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-282- 3.1% |
$15.1K - $17.3K
|
8.81K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-297- 5.79% |
$15.9K - $18.3K
|
4.83K
$295K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-406- 2.95% |
$21.8K - $25K
|
13.3K
$814K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-454- 2.55% |
$24.3K - $27.9K
|
17.4K
$1.06M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-500Closed |
$26.8K - $30.7K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.01K- 14.75% |
$54K - $61.9K
|
5.82K
$355K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.18K- 5.64% |
$63K - $72.2K
|
19.7K
$1.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.3K- 5.49% |
$69.9K - $80.2K
|
22.4K
$1.37M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.56K- 6.9% |
$83.8K - $96.1K
|
21.1K
$1.29M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.65K- 36.03% |
$88.5K - $101K
|
2.93K
$179K
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.79K- 16.49% |
$95.9K - $110K
|
9.07K
$553K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.99K- 8.82% |
$107K - $123K
|
20.6K
$1.26M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.99K- 8.82% |
$107K - $123K
|
20.6K
$1.26M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.51K- 97.99% |
$188K - $216K
|
72
$4.39K
|
|
|
Oct 28, 2022
Q3 2022
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-3.53K- 18.75% |
$189K - $217K
|
15.3K
$932K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.1K- 8.49% |
$220K - $252K
|
44.2K
$2.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.8K- 3.01% |
$257K - $295K
|
155K
$9.44M
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-7.91K- 47.06% |
$424K - $486K
|
8.9K
$543K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.5K- 18.56% |
$455K - $522K
|
37.3K
$2.27M
|
|
|
Oct 27, 2022
Q3 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-12.1K- 22.98% |
$650K - $746K
|
40.7K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.9K- 17.52% |
$1.55M - $1.78M
|
136K
$8.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.3K- 82.66% |
$2M - $2.29M
|
7.83K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44K- 75.08% |
$2.36M - $2.7M
|
14.6K
$891K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-57K- 87.97% |
$3.05M - $3.5M
|
7.79K
$476K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-102K- 86.82% |
$5.46M - $6.26M
|
15.5K
$943K
|