Purchases and Sales Made in Q4 2023 in Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 1.82% |
$331 - $359
|
335
$21K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.93% |
$221 - $239
|
211
$13.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 2.56% |
$55.1 - $59.8
|
40
$2.51K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-23- 29.11% |
$1.27K - $1.38K
|
56
$3.51K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33- 54.1% |
$1.82K - $1.97K
|
28
$1.76K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-61- 1.21% |
$3.36K - $3.65K
|
4.98K
$312K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-65- 8.46% |
$3.58K - $3.89K
|
703
$44.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-93- 20.48% |
$5.13K - $5.56K
|
361
$22.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-116- 44.96% |
$6.4K - $6.94K
|
142
$8.91K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-124- 9.46% |
$6.84K - $7.42K
|
1.19K
$74.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-124- 51.45% |
$6.84K - $7.42K
|
117
$7.34K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-141- 2.48% |
$7.77K - $8.44K
|
5.53K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-145- 20.19% |
$8K - $8.68K
|
573
$35.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-156- 0.22% |
$8.6K - $9.33K
|
69.9K
$4.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-160- 31.68% |
$8.82K - $9.57K
|
345
$21.6K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-313- 6.85% |
$17.3K - $18.7K
|
4.26K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-315- 26.58% |
$17.4K - $18.8K
|
870
$54.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-360- 5.31% |
$19.9K - $21.5K
|
6.42K
$403K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-424- 10.55% |
$23.4K - $25.4K
|
3.6K
$226K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-430- 2.55% |
$23.7K - $25.7K
|
16.4K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-440- 7.2% |
$24.3K - $26.3K
|
5.67K
$356K
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-442- 10.1% |
$24.4K - $26.4K
|
3.93K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-554- 1.83% |
$30.5K - $33.1K
|
29.7K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-640- 5.37% |
$35.3K - $38.3K
|
11.3K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-643- 13.15% |
$35.5K - $38.5K
|
4.25K
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-714- 1.73% |
$39.4K - $42.7K
|
40.6K
$2.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-728- 15.81% |
$40.1K - $43.6K
|
3.88K
$243K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-873- 0.07% |
$48.1K - $52.2K
|
1.19M
$74.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-920- 9.5% |
$50.7K - $55K
|
8.77K
$550K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.06K- 78.62% |
$58.6K - $63.6K
|
289
$18.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.15K- 9.4% |
$63.6K - $69K
|
11.1K
$698K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.26K- 12.34% |
$69.3K - $75.2K
|
8.93K
$560K
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-1.42K- 2.91% |
$78.3K - $85K
|
47.3K
$2.97M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.55K- 50.05% |
$85.5K - $92.8K
|
1.55K
$97.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 10.32% |
$88.4K - $96K
|
13.9K
$874K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.12K- 11.64% |
$172K - $187K
|
23.7K
$1.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.37K- 15.12% |
$186K - $201K
|
18.9K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.8K- 4.16% |
$209K - $227K
|
87.4K
$5.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.5K- 56.13% |
$248K - $269K
|
3.52K
$221K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.44K- 1.99% |
$355K - $385K
|
317K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.14K- 6.55% |
$394K - $427K
|
102K
$6.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-8.49K- 61.73% |
$468K - $508K
|
5.26K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.91K- 9.81% |
$491K - $533K
|
81.9K
$5.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.38K- 52.49% |
$517K - $561K
|
8.5K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.1K- 39.56% |
$613K - $666K
|
17K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.6K- 47.65% |
$641K - $696K
|
12.8K
$802K
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-12.4K- 9.63% |
$681K - $739K
|
116K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.8K- 8.54% |
$869K - $943K
|
169K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.1K- 5.21% |
$1.55M - $1.68M
|
511K
$32M
|