Confluence Wealth Services, Inc. Ishares Tr Global Consumer Sta Transaction History

Confluence Wealth Services, Inc.

$1.86 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$58.19 - $65.21 $22,635 - $25,366	-389 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$59.83 - $64.73 $23,273 - $25,179	389 New	389 $25,000

Others Institutions Holding KXI

# of Institutions

145

Shares Held

8.95M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.51M
Shares

$287 Million
0.12% of portfolio
Black Rock Inc. New York, NY

1.57M
Shares

$99.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

333K
Shares

$21.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

309K
Shares

$19.7 Million
0.0% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

250K
Shares

$15.9 Million
0.08% of portfolio

About ISHARES TR GLOBAL CONSUMER STA

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