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 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-324- 13.44% |
$18.8K - $20.4K
|
2.09K
$133K
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.9KNew |
$226K - $245K
|
3.9K
$249K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-167- 1.25% |
$9.69K - $10.5K
|
13.2K
$843K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
28.4KNew |
$1.65M - $1.73M
|
28.4K
$1.82M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-40- 15.04% |
$2.33K - $2.44K
|
226
$14.4K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
113New |
$6.58K - $6.9K
|
113
$7.22K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.44K- 33.17% |
$201K - $210K
|
6.94K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34+ 0.98% |
$1.98K - $2.08K
|
3.52K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.19KNew |
$69.2K - $72.5K
|
1.19K
$75.9K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-62Closed |
$3.61K - $3.78K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.96K+ 35.36% |
$114K - $119K
|
7.49K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-257- 4.0% |
$15K - $15.7K
|
6.16K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
84New |
$4.89K - $5.13K
|
84
$5.37K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.83K- 23.89% |
$340K - $356K
|
18.6K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.35KNew |
$253K - $265K
|
4.35K
$278K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-100- 0.15% |
$5.83K - $6.1K
|
64.6K
$4.13M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-163- 7.18% |
$9.5K - $9.95K
|
2.11K
$135K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 64.29% |
$2.1K - $2.2K
|
20
$1.28K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-218- 6.06% |
$12.7K - $13.3K
|
3.38K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.64KNew |
$212K - $222K
|
3.64K
$233K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
60.6KNew |
$3.53M - $3.7M
|
60.6K
$3.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16- 13.79% |
$932 - $976
|
100
$6.39K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
62+ 3.25% |
$3.61K - $3.78K
|
1.97K
$126K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
55New |
$3.2K - $3.36K
|
55
$3.52K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14New |
$816 - $854
|
14
$895
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
105+ 0.63% |
$6.12K - $6.41K
|
16.8K
$1.07M
|
|
| Q4 2023 | |||||||
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.37KNew |
$186K - $202K
|
3.37K
$215K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.81KNew |
$99.6K - $108K
|
1.81K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.1K- 39.56% |
$613K - $666K
|
17K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
832New |
$45.9K - $49.8K
|
832
$53.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
91+ 1.54% |
$5.02K - $5.44K
|
5.98K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-313- 6.85% |
$17.3K - $18.7K
|
4.26K
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 1.82% |
$331 - $359
|
335
$21.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.72KNew |
$426K - $462K
|
7.72K
$493K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$11K - $12K
|
200
$12.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
209New |
$11.5K - $12.5K
|
209
$13.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-440- 7.2% |
$24.3K - $26.3K
|
5.67K
$362K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
312New |
$17.2K - $18.7K
|
312
$19.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.7KNew |
$700K - $759K
|
12.7K
$811K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80New |
$4.41K - $4.79K
|
80
$5.11K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-116- 44.96% |
$6.4K - $6.94K
|
142
$9.08K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-728- 15.81% |
$40.1K - $43.6K
|
3.88K
$248K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500New |
$27.6K - $29.9K
|
500
$32K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-65- 8.46% |
$3.58K - $3.89K
|
703
$44.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.55K- 50.05% |
$85.5K - $92.8K
|
1.55K
$98.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-160- 31.68% |
$8.82K - $9.57K
|
345
$22.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 2.56% |
$55.1 - $59.8
|
40
$2.56K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.93% |
$221 - $239
|
211
$13.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-61- 1.21% |
$3.36K - $3.65K
|
4.98K
$318K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
10New |
$551 - $598
|
10
$639
|
|