A detailed history of Morningstar Investment Management LLC transactions in Ishares Tr Global Consumer Sta stock. As of the latest transaction made, Morningstar Investment Management LLC holds 236,154 shares of KXI stock, worth $15.6 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
236,154
Holding current value
$15.6 Million
% of portfolio
1.35%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025

BUY
$60.73 - $67.45 $14.3 Million - $15.9 Million
236,154 New
236,154 $15.4 Million
Q4 2024

Feb 03, 2025

BUY
$60.15 - $65.39 $4.84 Million - $5.26 Million
80,425 Added 45.58%
256,859 $15.5 Million
Q2 2024

Aug 08, 2024

BUY
$58.02 - $62.89 $488,528 - $529,533
8,420 Added 5.01%
176,434 $10.6 Million
Q4 2023

Feb 13, 2024

BUY
$55.14 - $59.83 $6.56 Million - $7.12 Million
119,006 Added 242.83%
168,014 $9.96 Million
Q3 2023

Apr 09, 2024

SELL
$56.84 - $62.6 $7.51 Million - $8.28 Million
-132,200 Reduced 78.68%
35,814 $2.04 Million
Q3 2023

Nov 14, 2023

BUY
$56.84 - $62.6 $2.79 Million - $3.07 Million
49,008 New
49,008 $2.8 Million

Others Institutions Holding KXI

About ISHARES TR GLOBAL CONSUMER STA


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

Track Morningstar Investment Management LLC Portfolio

Follow Morningstar Investment Management 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 Morningstar Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Management LLC with notifications on news.