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 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-319Closed |
$19.1K - $20.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-924Closed |
$55.3K - $59.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
80.2KNew |
$4.8M - $5.19M
|
80.2K
$5.3M
|
|
|
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
$109K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-24.4K- 82.46% |
$1.46M - $1.58M
|
5.2K
$344K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-6Closed |
$359 - $388
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-40Closed |
$2.39K - $2.59K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.3KClosed |
$77.8K - $84.1K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.69KNew |
$340K - $368K
|
5.69K
$376K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 2.0% |
$59.8 - $64.7
|
51
$3.37K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-320Closed |
$19.1K - $20.7K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-172Closed |
$10.3K - $11.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-2.41K- 6.65% |
$145K - $151K
|
33.8K
$2.24M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-112Closed |
$6.72K - $7.03K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-200Closed |
$12K - $12.6K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-14Closed |
$840 - $879
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-119Closed |
$7.14K - $7.47K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-7.61KClosed |
$456K - $478K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-55.6KClosed |
$3.24M - $3.49M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-153Closed |
$8.91K - $9.58K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-408Closed |
$23.8K - $25.6K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-620Closed |
$36.1K - $38.8K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.8KClosed |
$163K - $175K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
600New |
$32.6K - $35.4K
|
600
$39.7K
|
|
|
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
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-13.4KClosed |
$695K - $765K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Barings LLC
|
SELL
|
- |
-11KClosed |
$570K - $628K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
1776 Wealth LLC
|
SELL
|
- |
-2.1KClosed |
$109K - $120K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
BUY
|
- |
400New |
$20.7K - $22.8K
|
400
$26.4K
|
|
|
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
$142K
|
|
|
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
$19.5K
|
|
|
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
$7.6K
|
|
|
Aug 13, 2020
Q2 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-305Closed |
$14.3K - $16.4K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.02KClosed |
$235K - $270K
|
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
|
|
| 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
|
|