Purchases and Sales Made in Q3 2023 in Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI) during Q3 2023. 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 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
836K+ 2569.52% |
$47.5M - $52.3M
|
868K
$54.5M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
142KNew |
$8.09M - $8.91M
|
142K
$8.93M
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
83.3K+ 23.74% |
$4.73M - $5.21M
|
434K
$27.2M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58.2K+ 7272.88% |
$3.31M - $3.64M
|
59K
$3.7M
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
49KNew |
$2.79M - $3.07M
|
49K
$3.07M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.2K+ 20.38% |
$1.77M - $1.95M
|
184K
$11.6M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.2KNew |
$920K - $1.01M
|
16.2K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.5KNew |
$824K - $908K
|
14.5K
$910K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$621K - $684K
|
10.9K
$685K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.05KNew |
$344K - $379K
|
6.05K
$379K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.89KNew |
$335K - $369K
|
5.89K
$370K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.89KNew |
$278K - $306K
|
4.89K
$307K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.77K+ 13.41% |
$271K - $298K
|
40.3K
$2.53M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.27KNew |
$243K - $267K
|
4.27K
$268K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.28K+ 15.51% |
$186K - $205K
|
24.4K
$1.53M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.49K+ 12.59% |
$141K - $156K
|
22.3K
$1.4M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 12.81% |
$115K - $127K
|
17.9K
$1.12M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.89K+ 4.96% |
$107K - $118K
|
39.9K
$2.5M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.85K+ 4.7% |
$105K - $116K
|
41.3K
$2.59M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.09K+ 6.9% |
$62.2K - $68.5K
|
17K
$1.06M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
917+ 210.8% |
$52.1K - $57.4K
|
1.35K
$84.8K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
725+ 123.72% |
$41.2K - $45.4K
|
1.31K
$82.2K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
664New |
$37.7K - $41.6K
|
664
$41.7K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
420+ 3.66% |
$23.9K - $26.3K
|
11.9K
$747K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
393New |
$22.3K - $24.6K
|
393
$24.7K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
336+ 0.48% |
$19.1K - $21K
|
70K
$4.39M
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 85.71% |
$17.1K - $18.8K
|
650
$40.8K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
297+ 189.17% |
$16.9K - $18.6K
|
454
$28.5K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
270New |
$15.3K - $16.9K
|
270
$16.9K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
220+ 45.83% |
$12.5K - $13.8K
|
700
$43.9K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
215New |
$12.2K - $13.5K
|
215
$13.5K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
154New |
$8.75K - $9.64K
|
154
$9.66K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
116+ 81.69% |
$6.59K - $7.26K
|
258
$16.2K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
80+ 1.76% |
$4.55K - $5.01K
|
4.62K
$290K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
79+ 7.26% |
$4.49K - $4.95K
|
1.17K
$73.2K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
39New |
$2.22K - $2.44K
|
39
$2.45K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16+ 35.56% |
$909 - $1K
|
61
$3.83K
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
7+ 0.16% |
$398 - $438
|
4.38K
$275K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 2.29% |
$2.84K - $3.13K
|
2.13K
$134K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-50- 0.98% |
$2.84K - $3.13K
|
5.06K
$317K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-85- 10.59% |
$4.83K - $5.32K
|
718
$45K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-93- 0.31% |
$5.29K - $5.82K
|
30.2K
$1.9M
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-105- 73.94% |
$5.97K - $6.57K
|
37
$2.32K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-111- 3.17% |
$6.31K - $6.95K
|
3.39K
$213K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-141- 0.77% |
$8.01K - $8.83K
|
18.2K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-157- 1.13% |
$8.92K - $9.83K
|
13.7K
$862K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-161- 0.6% |
$9.15K - $10.1K
|
26.8K
$1.68M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-179- 1.32% |
$10.2K - $11.2K
|
13.4K
$838K
|