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 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
600New |
$32.6K - $35.4K
|
600
$38.1K
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.86KClosed |
$210K - $227K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.51KClosed |
$191K - $207K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-472Closed |
$25.7K - $27.8K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-272Closed |
$14.8K - $16K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100Closed |
$5.44K - $5.89K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$63.7K - $70.1K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Bank Hapoalim Bm
|
SELL
|
- |
-4KClosed |
$213K - $234K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-2.1KClosed |
$109K - $120K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Barings LLC
|
SELL
|
- |
-11KClosed |
$570K - $628K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-13.4KClosed |
$695K - $765K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
BUY
|
- |
400New |
$20.7K - $22.8K
|
400
$25.4K
|
|
|
Oct 30, 2020
Q3 2020
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9.47KClosed |
$491K - $540K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.15K- 50.0% |
$111K - $123K
|
2.15K
$137K
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-56.6KClosed |
$2.94M - $3.23M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-98- 24.94% |
$5.08K - $5.59K
|
295
$18.7K
|
|
|
Oct 07, 2020
Q3 2020
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-4Closed |
$207 - $228
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-26- 18.44% |
$1.22K - $1.4K
|
115
$7.3K
|
|
|
Aug 13, 2020
Q2 2020
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.02KClosed |
$235K - $270K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-305Closed |
$14.3K - $16.4K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-4.43KClosed |
$207K - $238K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-15KClosed |
$702K - $806K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.5KClosed |
$70.2K - $80.7K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.13KClosed |
$287K - $330K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.7KClosed |
$455K - $604K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.76KClosed |
$160K - $212K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-50Closed |
$2.13K - $2.82K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.62KClosed |
$197K - $261K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1Closed |
$42.5 - $56.4
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Dt Investment Partners, LLC
|
SELL
|
- |
-12.2KClosed |
$520K - $689K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Wrapmanager Inc
|
SELL
|
- |
-4.24KClosed |
$180K - $239K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-2.5KClosed |
$106K - $141K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-460Closed |
$19.6K - $25.9K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-340Closed |
$14.5K - $19.2K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-8.61KClosed |
$366K - $486K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Brookstone Capital Management
|
SELL
|
- |
-4.75KClosed |
$202K - $268K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-190Closed |
$10.2K - $10.6K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-12.1KClosed |
$649K - $676K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-23.2KClosed |
$1.24M - $1.29M
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-132Closed |
$7.06K - $7.36K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Tlwm
San Antonio, TX |
SELL
|
- |
-563Closed |
$30.1K - $31.4K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-400Closed |
$21.4K - $22.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-3.97KClosed |
$206K - $219K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-34Closed |
$1.77K - $1.88K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-6.59KClosed |
$342K - $364K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
24.2KNew |
$1.25M - $1.33M
|
24.2K
$1.53M
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Aspire Private Capital, LLC
|
SELL
|
- |
-582Closed |
$29.6K - $31.1K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-750Closed |
$38.2K - $40.1K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10.7KClosed |
$490K - $555K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-1- 33.33% |
$45.7 - $51.7
|
2
$127
|
|