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 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
832New |
$45.9K - $49.8K
|
832
$52.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
91+ 1.54% |
$5.02K - $5.44K
|
5.98K
$380K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-313- 6.85% |
$17.3K - $18.7K
|
4.26K
$270K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$11K - $12K
|
200
$12.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 1.82% |
$331 - $359
|
335
$21.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.72KNew |
$426K - $462K
|
7.72K
$490K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
209New |
$11.5K - $12.5K
|
209
$13.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
312New |
$17.2K - $18.7K
|
312
$19.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-440- 7.2% |
$24.3K - $26.3K
|
5.67K
$360K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.7KNew |
$700K - $759K
|
12.7K
$806K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80New |
$4.41K - $4.79K
|
80
$5.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-116- 44.96% |
$6.4K - $6.94K
|
142
$9.02K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-728- 15.81% |
$40.1K - $43.6K
|
3.88K
$246K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500New |
$27.6K - $29.9K
|
500
$31.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-65- 8.46% |
$3.58K - $3.89K
|
703
$44.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.55K- 50.05% |
$85.5K - $92.8K
|
1.55K
$98.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 2.56% |
$55.1 - $59.8
|
40
$2.54K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.93% |
$221 - $239
|
211
$13.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
10New |
$551 - $598
|
10
$635
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.62K- 12.3% |
$149K - $164K
|
18.7K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.5KNew |
$824K - $908K
|
14.5K
$921K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.2KNew |
$920K - $1.01M
|
16.2K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-105- 73.94% |
$5.97K - $6.57K
|
37
$2.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 85.71% |
$17.1K - $18.8K
|
650
$41.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-179- 1.32% |
$10.2K - $11.2K
|
13.4K
$849K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.5K- 68.47% |
$1.28M - $1.41M
|
10.4K
$658K
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-262- 6.05% |
$14.9K - $16.4K
|
4.07K
$258K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-194- 69.04% |
$11K - $12.1K
|
87
$5.53K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
393New |
$22.3K - $24.6K
|
393
$25K
|
|
| Q2 2023 | |||||||
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
6+ 1.19% |
$357 - $387
|
509
$32.3K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-514- 83.04% |
$30.6K - $33.2K
|
105
$6.67K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.77KNew |
$225K - $243K
|
3.77K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
150New |
$8.93K - $9.68K
|
150
$9.53K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.37KNew |
$260K - $282K
|
4.37K
$277K
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
223KNew |
$13.3M - $14.4M
|
223K
$14.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-32.6K- 67.8% |
$1.94M - $2.11M
|
15.5K
$985K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.38KNew |
$558K - $605K
|
9.38K
$596K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-30- 4.65% |
$1.79K - $1.94K
|
615
$39.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
575+ 10.97% |
$34.2K - $37.1K
|
5.82K
$369K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52+ 0.28% |
$3.1K - $3.36K
|
18.6K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
9.44K+ 250.78% |
$562K - $610K
|
13.2K
$839K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
682+ 4.74% |
$40.6K - $44K
|
15.1K
$957K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
22New |
$1.31K - $1.42K
|
22
$1.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
899New |
$53.5K - $58K
|
899
$57.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-383- 5.85% |
$22.8K - $24.7K
|
6.16K
$391K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 92.59% |
$1.49K - $1.61K
|
2
$127
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.01KNew |
$59.9K - $64.9K
|
1.01K
$63.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
88New |
$5.24K - $5.68K
|
88
$5.59K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30.1KNew |
$1.79M - $1.95M
|
30.1K
$1.91M
|
|
| Q1 2023 | |||||||
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.3K+ 19880.65% |
$720K - $764K
|
12.4K
$787K
|
|