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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
270K+ 10.59% |
$16.2M - $17.6M
|
2.82M
$179M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.17K+ 36.18% |
$70.4K - $76.5K
|
4.4K
$280K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.74KNew |
$345K - $375K
|
5.74K
$365K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
425New |
$25.6K - $27.8K
|
425
$27K
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-48- 1.06% |
$2.89K - $3.14K
|
4.5K
$286K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-7- 0.34% |
$421 - $458
|
2.08K
$132K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.26K+ 1000.44% |
$136K - $148K
|
2.49K
$158K
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
80.4K+ 45.58% |
$4.84M - $5.26M
|
257K
$16.3M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-270- 5.8% |
$16.2K - $17.7K
|
4.38K
$278K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.4K+ 6.78% |
$204K - $222K
|
53.5K
$3.4M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 25.37% |
$1.02K - $1.11K
|
50
$3.18K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-151- 3.37% |
$9.08K - $9.87K
|
4.33K
$275K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-160- 60.38% |
$9.62K - $10.5K
|
105
$6.67K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
129+ 0.67% |
$7.76K - $8.44K
|
19.3K
$1.23M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
748+ 2.66% |
$45K - $48.9K
|
28.9K
$1.83M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 1.41% |
$5.29K - $5.75K
|
6.31K
$401K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.47% |
$241 - $262
|
277
$17.6K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 1.63% |
$301 - $327
|
312
$19.8K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
105+ 1.42% |
$6.32K - $6.87K
|
7.52K
$478K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
172New |
$10.3K - $11.2K
|
172
$10.9K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-161- 76.3% |
$9.68K - $10.5K
|
50
$3.18K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-590- 4.39% |
$35.5K - $38.6K
|
12.8K
$816K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
27+ 0.66% |
$1.62K - $1.77K
|
4.14K
$263K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
123New |
$7.4K - $8.04K
|
123
$7.81K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-23.9K- 98.69% |
$1.44M - $1.56M
|
317
$20.1K
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.42K- 7.53% |
$386K - $420K
|
78.8K
$5M
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-558- 1.96% |
$33.6K - $36.5K
|
27.9K
$1.77M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.97K- 9.3% |
$118K - $129K
|
19.2K
$1.22M
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.68KNew |
$462K - $502K
|
7.68K
$488K
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
8+ 0.05% |
$481 - $523
|
14.9K
$949K
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
12.3KNew |
$741K - $806K
|
12.3K
$783K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-70- 20.29% |
$4.21K - $4.58K
|
275
$17.5K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
222+ 6.68% |
$13.4K - $14.5K
|
3.54K
$225K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
464New |
$27.9K - $30.3K
|
464
$29.5K
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.47K+ 49.07% |
$148K - $161K
|
7.49K
$476K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 10.34% |
$180 - $199
|
26
$1.65K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 18.38% |
$12K - $13.2K
|
888
$56.4K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28.6K- 97.28% |
$1.71M - $1.89M
|
800
$50.8K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 9.32% |
$658 - $728
|
129
$8.19K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
3.53KNew |
$211K - $233K
|
3.53K
$224K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7+ 233.33% |
$419 - $463
|
10
$635
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-5- 5.0% |
$299 - $331
|
95
$6.03K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-472- 3.99% |
$28.2K - $31.2K
|
11.4K
$722K
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.33KNew |
$199K - $220K
|
3.33K
$212K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
30.4KNew |
$1.82M - $2.01M
|
30.4K
$1.93M
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.17KNew |
$190K - $210K
|
3.17K
$201K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
82+ 14.91% |
$4.91K - $5.43K
|
632
$40.1K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-297- 6.67% |
$17.8K - $19.7K
|
4.16K
$264K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-108- 10.89% |
$6.46K - $7.15K
|
884
$56.2K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.4K+ 6475.0% |
$620K - $686K
|
10.5K
$668K
|