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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-548- 14.27% |
$31.9K - $33.4K
|
3.29K
$200K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-163- 7.18% |
$9.5K - $9.95K
|
2.11K
$128K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
86+ 113.16% |
$5.01K - $5.25K
|
162
$9.85K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-96.4K- 49.38% |
$5.62M - $5.89M
|
98.9K
$6.01M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-882- 11.29% |
$51.4K - $53.8K
|
6.93K
$421K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 64.29% |
$2.1K - $2.2K
|
20
$1.22K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-79- 6.77% |
$4.6K - $4.82K
|
1.09K
$66.2K
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.44K- 39.29% |
$201K - $210K
|
5.32K
$324K
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-218- 6.06% |
$12.7K - $13.3K
|
3.38K
$205K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.27K+ 2125.32% |
$191K - $200K
|
3.43K
$208K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.64KNew |
$212K - $222K
|
3.64K
$221K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.77K+ 78.7% |
$161K - $169K
|
6.29K
$382K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
116+ 40.14% |
$6.76K - $7.08K
|
405
$24.6K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
60.6KNew |
$3.53M - $3.7M
|
60.6K
$3.69M
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-200- 1.77% |
$11.7K - $12.2K
|
11.1K
$673K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-150- 3.25% |
$8.74K - $9.15K
|
4.47K
$272K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16- 13.79% |
$932 - $976
|
100
$6.08K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.07K- 2.63% |
$62.1K - $65.1K
|
39.5K
$2.4M
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-10.9K- 9.37% |
$633K - $663K
|
105K
$6.39M
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-236- 87.73% |
$13.7K - $14.4K
|
33
$2.01K
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.48KNew |
$436K - $457K
|
7.48K
$455K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
589+ 5.51% |
$34.3K - $35.9K
|
11.3K
$686K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
62+ 3.25% |
$3.61K - $3.78K
|
1.97K
$120K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.1K- 24.46% |
$589K - $617K
|
31.2K
$1.9M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
55New |
$3.2K - $3.36K
|
55
$3.34K
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14New |
$816 - $854
|
14
$851
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
105+ 0.63% |
$6.12K - $6.41K
|
16.8K
$1.02M
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-19.2K- 40.51% |
$1.12M - $1.17M
|
28.2K
$1.71M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-300- 1.82% |
$17.5K - $18.3K
|
16.1K
$982K
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.45K- 19.42% |
$84.4K - $88.4K
|
6.01K
$365K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
284+ 6.51% |
$16.5K - $17.3K
|
4.65K
$283K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-300- 52.36% |
$17.5K - $18.3K
|
273
$16.6K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29- 0.67% |
$1.69K - $1.77K
|
4.28K
$260K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.63KNew |
$212K - $222K
|
3.63K
$221K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
122+ 56.74% |
$7.11K - $7.45K
|
337
$20.5K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.22K+ 103.03% |
$71.3K - $74.6K
|
2.41K
$147K
|
|
Q4 2023 | |||||||
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
20.4KNew |
$1.12M - $1.22M
|
20.4K
$1.24M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.81KNew |
$99.6K - $108K
|
1.81K
$110K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.1K- 39.56% |
$613K - $666K
|
17K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-554- 1.83% |
$30.5K - $33.1K
|
29.7K
$1.8M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
832New |
$45.9K - $49.8K
|
832
$50.6K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.75K+ 54.48% |
$152K - $165K
|
7.81K
$475K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
91+ 1.54% |
$5.02K - $5.44K
|
5.98K
$364K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-315- 26.58% |
$17.4K - $18.8K
|
870
$52.9K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$11K - $12K
|
200
$12.2K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-313- 6.85% |
$17.3K - $18.7K
|
4.26K
$259K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 1.82% |
$331 - $359
|
335
$20.4K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.72KNew |
$426K - $462K
|
7.72K
$469K
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.6KNew |
$88.2K - $95.7K
|
1.6K
$97.3K
|