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 |
---|---|---|---|---|---|---|---|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-500Closed |
$27.5K - $30.7K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
400New |
$22K - $24.6K
|
400
$24.3K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75+ 258.62% |
$4.12K - $4.61K
|
104
$6.32K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.7KNew |
$258K - $289K
|
4.7K
$286K
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.79K- 16.49% |
$98.3K - $110K
|
9.07K
$551K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
39New |
$2.14K - $2.4K
|
39
$2.37K
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-7.91K- 47.06% |
$435K - $486K
|
8.9K
$541K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-55- 2.73% |
$3.02K - $3.38K
|
1.96K
$119K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
266New |
$14.7K - $17.2K
|
266
$16.2K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21- 2.07% |
$1.16K - $1.35K
|
992
$60.3K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-886- 18.59% |
$48.9K - $57.1K
|
3.88K
$236K
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-14.5KClosed |
$802K - $936K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
75+ 1.88% |
$4.14K - $4.84K
|
4.08K
$248K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
210New |
$11.6K - $13.5K
|
210
$12.8K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-193- 5.08% |
$10.7K - $12.4K
|
3.61K
$219K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 1.08% |
$331 - $387
|
563
$34.2K
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
31New |
$1.71K - $2K
|
31
$1.88K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.41KNew |
$78K - $91K
|
1.41K
$85.8K
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-211Closed |
$11.7K - $13.6K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
250New |
$13.8K - $16.1K
|
250
$15.2K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
82New |
$4.53K - $5.29K
|
82
$4.99K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-935- 14.53% |
$51.6K - $60.3K
|
5.5K
$334K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-3.66K- 85.69% |
$202K - $236K
|
611
$37.1K
|
|
Q1 2022 | |||||||
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
31.8KNew |
$1.85M - $2.07M
|
31.8K
$1.93M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-235Closed |
$13.7K - $15.3K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-215Closed |
$12.5K - $14K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.89KNew |
$401K - $449K
|
6.89K
$419K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-200Closed |
$11.6K - $13K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-31KClosed |
$1.8M - $2.02M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.2KClosed |
$186K - $209K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
79KNew |
$4.6M - $5.15M
|
79K
$4.8M
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-34.3KClosed |
$1.99M - $2.23M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.2KClosed |
$1M - $1.12M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-212Closed |
$12.3K - $13.8K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-176- 46.81% |
$10.2K - $11.5K
|
200
$12.2K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-28Closed |
$1.63K - $1.83K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-4.01KClosed |
$233K - $261K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-389Closed |
$22.6K - $25.4K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-30- 13.04% |
$1.75K - $1.96K
|
200
$12.2K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
4.55K+ 2932.26% |
$264K - $296K
|
4.7K
$286K
|
|
Q4 2021 | |||||||
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
42New |
$2.51K - $2.72K
|
42
$2.55K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
172New |
$10.3K - $11.1K
|
172
$10.5K
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-563Closed |
$33.7K - $36.4K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
201New |
$12K - $13K
|
201
$12.2K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 2.4% |
$239 - $259
|
163
$9.91K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-319Closed |
$19.1K - $20.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2K- 54.91% |
$120K - $129K
|
1.64K
$99.8K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-924Closed |
$55.3K - $59.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-24.4K- 82.46% |
$1.46M - $1.58M
|
5.2K
$316K
|
|
Feb 14, 2022
Q4 2021
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
80.2KNew |
$4.8M - $5.19M
|
80.2K
$4.87M
|