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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
200New |
$11.7K - $13K
|
200
$13.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
100New |
$5.86K - $6.48K
|
100
$6.61K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4New |
$234 - $259
|
4
$264
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.04K- 9.87% |
$119K - $132K
|
18.6K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.93K- 34.11% |
$113K - $125K
|
3.74K
$247K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
218New |
$12.8K - $14.1K
|
218
$14.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.31KNew |
$194K - $214K
|
3.31K
$219K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91+ 86.67% |
$5.33K - $5.9K
|
196
$13K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-21- 0.44% |
$1.23K - $1.36K
|
4.8K
$317K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
415New |
$24.3K - $26.9K
|
415
$27.4K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 29.76% |
$6.02K - $6.54K
|
236
$15.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
69.7KNew |
$4.19M - $4.56M
|
69.7K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
294+ 8.07% |
$17.7K - $19.2K
|
3.94K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-30- 2.05% |
$1.8K - $1.96K
|
1.44K
$94.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-700- 15.14% |
$42.1K - $45.8K
|
3.93K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-50- 2.1% |
$3.01K - $3.27K
|
2.33K
$154K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
10New |
$602 - $654
|
10
$661
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
3.34KNew |
$201K - $218K
|
3.34K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
25.4KNew |
$1.53M - $1.66M
|
25.4K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
200New |
$12K - $13.1K
|
200
$13.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
425New |
$25.6K - $27.8K
|
425
$28.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-160- 60.38% |
$9.62K - $10.5K
|
105
$6.94K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 25.37% |
$1.02K - $1.11K
|
50
$3.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
172New |
$10.3K - $11.2K
|
172
$11.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-161- 76.3% |
$9.68K - $10.5K
|
50
$3.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-23.9K- 98.69% |
$1.44M - $1.56M
|
317
$21K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
123New |
$7.4K - $8.04K
|
123
$8.13K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.68KNew |
$462K - $502K
|
7.68K
$508K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
464New |
$27.9K - $30.3K
|
464
$30.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-70- 20.29% |
$4.21K - $4.58K
|
275
$18.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 10.34% |
$180 - $199
|
26
$1.72K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28.6K- 97.28% |
$1.71M - $1.89M
|
800
$52.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11+ 9.32% |
$658 - $728
|
129
$8.53K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-5- 5.0% |
$299 - $331
|
95
$6.28K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
30.4KNew |
$1.82M - $2.01M
|
30.4K
$2.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.33KNew |
$199K - $220K
|
3.33K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
82+ 14.91% |
$4.91K - $5.43K
|
632
$41.8K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.4K+ 6475.0% |
$620K - $686K
|
10.5K
$695K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.69K+ 4.71% |
$101K - $112K
|
37.6K
$2.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.6KNew |
$95.7K - $106K
|
1.6K
$106K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-7.76K- 20.82% |
$464K - $513K
|
29.5K
$1.95M
|
|
| Q2 2024 | |||||||
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
68.9KNew |
$4M - $4.34M
|
68.9K
$4.56M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
161New |
$9.34K - $10.1K
|
161
$10.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300New |
$17.4K - $18.9K
|
300
$19.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.38KNew |
$196K - $212K
|
3.38K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 4.48% |
$1.74K - $1.89K
|
700
$46.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26.9K- 1.68% |
$1.56M - $1.69M
|
1.57M
$104M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.89KNew |
$400K - $433K
|
6.89K
$456K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.09KNew |
$469K - $509K
|
8.09K
$534K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1+ 3.03% |
$58 - $62.9
|
34
$2.25K
|
|