A detailed history of Financial & Tax Architects, LLC transactions in Ishares Tr Global Consumer Sta stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 5,023 shares of KXI stock, worth $311,124. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,023
Holding current value
$311,124
% of portfolio
0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$59.84 - $66.17 $300,576 - $332,371
5,023 New
5,023 $330 Million
Q4 2023

Jan 25, 2024

SELL
$55.14 - $59.83 $24,371 - $26,444
-442 Reduced 10.1%
3,934 $233 Million
Q3 2023

Oct 19, 2023

BUY
$56.84 - $62.6 $397 - $438
7 Added 0.16%
4,376 $250 Million
Q2 2023

Jul 25, 2023

BUY
$59.55 - $64.56 $260,173 - $282,062
4,369 New
4,369 $267 Million
Q4 2022

Feb 09, 2023

BUY
$53.29 - $62.13 $363,544 - $423,850
6,822 New
6,822 $409 Million
Q3 2022

Aug 25, 2023

BUY
$53.6 - $61.47 $91,870 - $105,359
1,714 Added 39.23%
6,083 $326 Million
Q2 2022

Aug 25, 2023

SELL
$55.23 - $64.48 $214,292 - $250,182
-3,880 Closed
0 $0
Q1 2022

Aug 25, 2023

SELL
$58.19 - $65.21 $28,454 - $31,887
-489 Reduced 11.19%
3,880 $241 Million
Q4 2021

Aug 25, 2023

BUY
$59.83 - $64.73 $162,737 - $176,065
2,720 Added 34.2%
10,674 $691 Million
Q3 2021

Aug 25, 2023

SELL
$59.97 - $62.8 $654,272 - $685,148
-10,910 Reduced 57.84%
7,954 $477 Million
Q2 2021

Aug 25, 2023

SELL
$58.22 - $62.64 $72,309 - $77,798
-1,242 Reduced 6.18%
18,864 $1.15 Billion
Q1 2021

Aug 25, 2023

BUY
$54.41 - $58.94 $856,250 - $927,538
15,737 Added 360.2%
20,106 $1.17 Billion

Others Institutions Holding KXI

About ISHARES TR GLOBAL CONSUMER STA


  • Ticker KXI
  • Sector ETFs
  • Industry ETFs
More about KXI
Track This Portfolio

Track Financial & Tax Architects, LLC Portfolio

Follow Financial & Tax Architects, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial & Tax Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial & Tax Architects, LLC with notifications on news.