Latest Institutional Transactions on Ishares Tr Global Consumer Sta (KXI)
This table provides information on the latest institutional transactions involving Ishares Tr Global Consumer Sta (KXI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-160- 60.38% |
$9.62K - $10.5K
|
105
$6.42K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-151- 3.37% |
$9.08K - $9.87K
|
4.33K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 25.37% |
$1.02K - $1.11K
|
50
$3.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.47% |
$241 - $262
|
277
$16.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 1.41% |
$5.29K - $5.75K
|
6.31K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
748+ 2.66% |
$45K - $48.9K
|
28.9K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
129+ 0.67% |
$7.76K - $8.44K
|
19.3K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
172New |
$10.3K - $11.2K
|
172
$10.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
105+ 1.42% |
$6.32K - $6.87K
|
7.52K
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 1.63% |
$301 - $327
|
312
$19.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-590- 4.39% |
$35.5K - $38.6K
|
12.8K
$785K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-161- 76.3% |
$9.68K - $10.5K
|
50
$3.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-23.9K- 98.69% |
$1.44M - $1.56M
|
317
$19.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
27+ 0.66% |
$1.62K - $1.77K
|
4.14K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
123New |
$7.4K - $8.04K
|
123
$7.52K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.68KNew |
$462K - $502K
|
7.68K
$470K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.97K- 9.3% |
$118K - $129K
|
19.2K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.42K- 7.53% |
$386K - $420K
|
78.8K
$4.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-558- 1.96% |
$33.6K - $36.5K
|
27.9K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
12.3KNew |
$741K - $806K
|
12.3K
$754K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
8+ 0.05% |
$481 - $523
|
14.9K
$914K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-160- 3.21% |
$9.62K - $10.5K
|
4.82K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
464New |
$27.9K - $30.3K
|
464
$28.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
222+ 6.68% |
$13.4K - $14.5K
|
3.54K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-70- 20.29% |
$4.21K - $4.58K
|
275
$16.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.47K+ 49.07% |
$148K - $161K
|
7.49K
$458K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.48K+ 153.09% |
$148K - $164K
|
4.1K
$251K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-80- 1.7% |
$4.79K - $5.29K
|
4.63K
$283K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
236+ 236.0% |
$14.1K - $15.6K
|
336
$20.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.27K- 49.43% |
$256K - $283K
|
4.37K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
15.1K+ 14.65% |
$905K - $1M
|
118K
$7.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
982+ 3.23% |
$58.8K - $65K
|
31.3K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35.4K- 49.54% |
$2.12M - $2.34M
|
36K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 25.4% |
$603K - $667K
|
29.6K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31- 1.43% |
$1.86K - $2.05K
|
2.14K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-426- 10.47% |
$25.5K - $28.2K
|
3.64K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
271+ 3.99% |
$16.2K - $17.9K
|
7.07K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.03K- 13.25% |
$61.3K - $67.8K
|
6.71K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 10.34% |
$180 - $199
|
26
$1.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-320K- 86.68% |
$19.2M - $21.2M
|
49.2K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 18.38% |
$12K - $13.2K
|
888
$54.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.1K- 44.77% |
$2.16M - $2.39M
|
44.5K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.4K- 33.45% |
$1.82M - $2.01M
|
60.5K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.25K+ 17.64% |
$254K - $281K
|
28.3K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.84K- 46.42% |
$110K - $122K
|
2.13K
$130K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.1K- 5.59% |
$1.08M - $1.2M
|
305K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.33M- 95.58% |
$79.7M - $88.1M
|
61.7K
$3.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.17K+ 11.5% |
$309K - $342K
|
50.1K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28.6K- 97.28% |
$1.71M - $1.89M
|
800
$48.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.79K- 8.1% |
$346K - $383K
|
65.7K
$4.02M
|
|