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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.14KNew |
$242K - $257K
|
4.14K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.8KNew |
$745K - $790K
|
12.8K
$810K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.15K+ 52.34% |
$301K - $319K
|
15K
$953K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-895- 44.59% |
$52.3K - $55.4K
|
1.11K
$70.6K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11.4K- 61.97% |
$666K - $707K
|
7K
$445K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36KNew |
$2.1M - $2.23M
|
36K
$2.29M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.4K - $1.49K
|
24
$1.52K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-27.1K- 85.55% |
$1.58M - $1.68M
|
4.58K
$291K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
165New |
$9.63K - $10.2K
|
165
$10.5K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
91New |
$5.31K - $5.64K
|
91
$5.78K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-850- 3.94% |
$49.6K - $52.7K
|
20.7K
$1.31M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.4KNew |
$901K - $956K
|
15.4K
$980K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-38.5K- 87.43% |
$2.25M - $2.38M
|
5.53K
$351K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
87+ 155.36% |
$5.08K - $5.39K
|
143
$9.08K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
130New |
$7.59K - $8.05K
|
130
$8.26K
|
|
| Q4 2022 | |||||||
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
152New |
$8.1K - $9.44K
|
152
$9.66K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4KNew |
$213K - $249K
|
4K
$254K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
620New |
$33K - $38.5K
|
620
$39.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.75KNew |
$200K - $233K
|
3.75K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
75New |
$4K - $4.66K
|
75
$4.76K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
391New |
$20.8K - $24.3K
|
391
$24.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.2KNew |
$1.5M - $1.75M
|
28.2K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
194New |
$10.3K - $12.1K
|
194
$12.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
52+ 0.89% |
$2.77K - $3.23K
|
5.87K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-474- 0.92% |
$25.3K - $29.4K
|
51.2K
$3.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
14.2KNew |
$757K - $882K
|
14.2K
$902K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
926New |
$49.3K - $57.5K
|
926
$58.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.83KNew |
$151K - $176K
|
2.83K
$180K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
742New |
$39.5K - $46.1K
|
742
$47.1K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
38New |
$2.03K - $2.36K
|
38
$2.41K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
993New |
$52.9K - $61.7K
|
993
$63.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
199+ 3.0% |
$10.6K - $12.4K
|
6.84K
$434K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-40- 25.48% |
$2.13K - $2.49K
|
117
$7.43K
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
22KNew |
$1.17M - $1.37M
|
22K
$1.4M
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-500Closed |
$26.8K - $30.7K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
400New |
$21.4K - $24.6K
|
400
$25.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75+ 258.62% |
$4.02K - $4.61K
|
104
$6.61K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.7KNew |
$252K - $289K
|
4.7K
$299K
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.79K- 16.49% |
$95.9K - $110K
|
9.07K
$576K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
39New |
$2.09K - $2.4K
|
39
$2.48K
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-7.91K- 47.06% |
$424K - $486K
|
8.9K
$565K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-55- 2.73% |
$2.95K - $3.38K
|
1.96K
$124K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21- 2.07% |
$1.16K - $1.35K
|
992
$63K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-886- 18.59% |
$48.9K - $57.1K
|
3.88K
$246K
|
|
|
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
$259K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-193- 5.08% |
$10.7K - $12.4K
|
3.61K
$229K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
210New |
$11.6K - $13.5K
|
210
$13.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 1.08% |
$331 - $387
|
563
$35.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
31New |
$1.71K - $2K
|
31
$1.97K
|
|