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 |
---|---|---|---|---|---|---|---|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.2K+ 305.6% |
$72.9K - $81K
|
1.59K
$105K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.1KNew |
$188K - $209K
|
3.1K
$205K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
124+ 68.13% |
$7.53K - $8.36K
|
306
$20.2K
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
236KNew |
$14.3M - $15.9M
|
236K
$15.6M
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
33+ 0.84% |
$2K - $2.23K
|
3.95K
$261K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.48K- 71.65% |
$89.9K - $99.9K
|
586
$38.7K
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-348- 1.98% |
$21.1K - $23.5K
|
17.2K
$1.14M
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
263+ 10.57% |
$16K - $17.7K
|
2.75K
$182K
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
23New |
$1.4K - $1.55K
|
23
$1.52K
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-4.56K- 48.86% |
$277K - $307K
|
4.77K
$315K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.42K- 17.88% |
$86.2K - $95.8K
|
6.52K
$431K
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5KNew |
$304K - $337K
|
5K
$331K
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
11.4KNew |
$690K - $766K
|
11.4K
$751K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
624+ 1.11% |
$37.9K - $42.1K
|
56.7K
$3.75M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
78+ 1.07% |
$4.74K - $5.26K
|
7.38K
$488K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
719+ 20.36% |
$43.7K - $48.5K
|
4.25K
$281K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
651New |
$39.5K - $43.9K
|
651
$43K
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.03% |
$304 - $337
|
14.8K
$976K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.4KNew |
$872K - $969K
|
14.4K
$949K
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.84K+ 53744.44% |
$294K - $326K
|
4.85K
$320K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
199+ 4.21% |
$12.1K - $13.4K
|
4.93K
$326K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
206+ 3.26% |
$12.5K - $13.9K
|
6.52K
$431K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-122- 37.89% |
$7.41K - $8.23K
|
200
$13.2K
|
|
Q1 2025 | |||||||
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
155New |
$9.08K - $10K
|
155
$10.2K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.78K- 66.67% |
$104K - $115K
|
888
$58.7K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-233K- 48.55% |
$13.6M - $15.1M
|
246K
$16.3M
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
26.2KNew |
$1.53M - $1.7M
|
26.2K
$1.73M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
125New |
$7.32K - $8.1K
|
125
$8.26K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.79K+ 16.6% |
$280K - $310K
|
33.6K
$2.22M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.1K+ 118.31% |
$3.81M - $4.22M
|
120K
$7.93M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-31.7K- 10.11% |
$1.86M - $2.06M
|
282K
$18.7M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-31- 0.81% |
$1.82K - $2.01K
|
3.81K
$252K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.25K- 6.05% |
$132K - $146K
|
35K
$2.31M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.3KNew |
$1.01M - $1.12M
|
17.3K
$1.14M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.3K+ 240.84% |
$1.13M - $1.25M
|
27.4K
$1.81M
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-465- 11.23% |
$27.2K - $30.1K
|
3.67K
$243K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26New |
$1.52K - $1.68K
|
26
$1.72K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.24KNew |
$482K - $534K
|
8.24K
$544K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.35K- 17.27% |
$78.8K - $87.2K
|
6.45K
$426K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29+ 1.26% |
$1.7K - $1.88K
|
2.33K
$154K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.5K+ 10.8% |
$263K - $291K
|
46.2K
$3.05M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.93KNew |
$230K - $254K
|
3.93K
$260K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-562- 16.21% |
$32.9K - $36.4K
|
2.9K
$192K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
100New |
$5.86K - $6.48K
|
100
$6.61K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-164- 45.05% |
$9.61K - $10.6K
|
200
$13.2K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$184K - $203K
|
3.14K
$207K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.3K- 54.28% |
$1.66M - $1.83M
|
23.8K
$1.57M
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.74K- 8.98% |
$102K - $112K
|
17.6K
$1.16M
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-3.66K- 48.89% |
$214K - $237K
|
3.83K
$253K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.17KNew |
$186K - $205K
|
3.17K
$209K
|