Purchases and Sales Made in Q4 2021 in Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.42M+ 2285.58% |
$145M - $157M
|
2.52M
$158M
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.32M+ 1004.46% |
$79.1M - $85.5M
|
1.45M
$90.7M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
954K+ 6102.44% |
$57.1M - $61.8M
|
970K
$60.6M
|
|
Feb 10, 2022
Q4 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
258KNew |
$15.4M - $16.7M
|
258K
$16.1M
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
170K+ 1112.22% |
$10.2M - $11M
|
185K
$11.6M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
144K+ 164.69% |
$8.64M - $9.34M
|
232K
$14.5M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
83.2KNew |
$4.98M - $5.38M
|
83.2K
$5.19M
|
|
Feb 14, 2022
Q4 2021
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
80.2KNew |
$4.8M - $5.19M
|
80.2K
$5.01M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
80.2K+ 1145.14% |
$4.8M - $5.19M
|
87.2K
$5.44M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
69.4K+ 140.5% |
$4.15M - $4.49M
|
119K
$7.42M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.9K+ 620.88% |
$3.28M - $3.55M
|
63.7K
$3.98M
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
47.6KNew |
$2.85M - $3.08M
|
47.6K
$2.97M
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
39.2K+ 2.25% |
$2.34M - $2.54M
|
1.78M
$111M
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
31.1KNew |
$1.86M - $2.02M
|
31.1K
$1.95M
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
26.8K+ 520.08% |
$1.6M - $1.74M
|
32K
$2M
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
22.1KNew |
$1.32M - $1.43M
|
22.1K
$1.38M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.1K+ 1.79% |
$1.2M - $1.3M
|
1.15M
$71.6M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18.5KNew |
$1.11M - $1.2M
|
18.5K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
17.5K+ 103.97% |
$1.04M - $1.13M
|
34.3K
$2.14M
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
14.6K+ 8.53% |
$871K - $942K
|
185K
$11.6M
|
|
Jan 14, 2022
Q4 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
14.5KNew |
$869K - $940K
|
14.5K
$907K
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
11.8KNew |
$704K - $762K
|
11.8K
$735K
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
10.9KNew |
$653K - $706K
|
10.9K
$681K
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10.7K+ 10293.27% |
$640K - $693K
|
10.8K
$675K
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10KNew |
$601K - $650K
|
10K
$627K
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
7.44KNew |
$445K - $481K
|
7.44K
$464K
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.35K+ 217.93% |
$440K - $476K
|
10.7K
$670K
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.2K+ 195.94% |
$431K - $466K
|
10.9K
$679K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.04KNew |
$421K - $456K
|
7.04K
$440K
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
6.84KNew |
$409K - $443K
|
6.84K
$427K
|
|
Feb 02, 2022
Q4 2021
|
Darrow Company, Inc.
|
BUY
|
- |
6.46KNew |
$387K - $418K
|
6.46K
$404K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.27K+ 94.73% |
$375K - $406K
|
12.9K
$805K
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.69KNew |
$340K - $368K
|
5.69K
$355K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.42KNew |
$324K - $351K
|
5.42K
$339K
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.36KNew |
$321K - $347K
|
5.36K
$335K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.76KNew |
$285K - $308K
|
4.76K
$297K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.52K+ 9.24% |
$271K - $293K
|
53.5K
$3.34M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.38KNew |
$262K - $283K
|
4.38K
$273K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.13K+ 47.11% |
$247K - $267K
|
12.9K
$805K
|
|
Feb 10, 2022
Q4 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
4.01KNew |
$240K - $259K
|
4.01K
$250K
|
|
Feb 03, 2022
Q4 2021
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
4KNew |
$239K - $259K
|
4K
$250K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.14KNew |
$188K - $204K
|
3.14K
$196K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3.05K+ 3.18% |
$183K - $198K
|
99.1K
$6.19M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.89K+ 4.15% |
$173K - $187K
|
72.4K
$4.52M
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.72K+ 34.2% |
$163K - $176K
|
10.7K
$667K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
2.54K+ 20.63% |
$152K - $165K
|
14.9K
$928K
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.53K+ 8.57% |
$151K - $164K
|
32K
$2M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.52K+ 35.94% |
$151K - $163K
|
9.53K
$595K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.93K+ 16.71% |
$116K - $125K
|
13.5K
$843K
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.75KNew |
$105K - $113K
|
1.75K
$109K
|