Latest Institutional Purchases of Ishares Tr Global Consumer Sta (KXI)
This list provides information on the latest institutional transactions involving Ishares Tr Global Consumer Sta (KXI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.64KNew |
$212K - $222K
|
3.64K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.96K+ 35.36% |
$114K - $119K
|
7.49K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.19KNew |
$69.2K - $72.5K
|
1.19K
$75.9K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
113New |
$6.58K - $6.9K
|
113
$7.22K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
105+ 0.63% |
$6.12K - $6.41K
|
16.8K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
84New |
$4.89K - $5.13K
|
84
$5.37K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
62+ 3.25% |
$3.61K - $3.78K
|
1.97K
$126K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
55New |
$3.2K - $3.36K
|
55
$3.52K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34+ 0.98% |
$1.98K - $2.08K
|
3.52K
$225K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14New |
$816 - $854
|
14
$895
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.7KNew |
$700K - $759K
|
12.7K
$811K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.72KNew |
$426K - $462K
|
7.72K
$493K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.37KNew |
$186K - $202K
|
3.37K
$215K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.81KNew |
$99.6K - $108K
|
1.81K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
832New |
$45.9K - $49.8K
|
832
$53.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
500New |
$27.6K - $29.9K
|
500
$32K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
312New |
$17.2K - $18.7K
|
312
$19.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
209New |
$11.5K - $12.5K
|
209
$13.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$11K - $12K
|
200
$12.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
91+ 1.54% |
$5.02K - $5.44K
|
5.98K
$382K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80New |
$4.41K - $4.79K
|
80
$5.11K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
10New |
$551 - $598
|
10
$639
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 1.82% |
$331 - $359
|
335
$21.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.93% |
$221 - $239
|
211
$13.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 2.56% |
$55.1 - $59.8
|
40
$2.56K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.2KNew |
$920K - $1.01M
|
16.2K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.5KNew |
$824K - $908K
|
14.5K
$927K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
393New |
$22.3K - $24.6K
|
393
$25.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 85.71% |
$17.1K - $18.8K
|
650
$41.5K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
223KNew |
$13.3M - $14.4M
|
223K
$14.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30.1KNew |
$1.79M - $1.95M
|
30.1K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
9.44K+ 250.78% |
$562K - $610K
|
13.2K
$844K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.38KNew |
$558K - $605K
|
9.38K
$599K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.37KNew |
$260K - $282K
|
4.37K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.77KNew |
$225K - $243K
|
3.77K
$241K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.01KNew |
$59.9K - $64.9K
|
1.01K
$64.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
899New |
$53.5K - $58K
|
899
$57.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
682+ 4.74% |
$40.6K - $44K
|
15.1K
$963K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
575+ 10.97% |
$34.2K - $37.1K
|
5.82K
$372K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
161+ 322.0% |
$9.59K - $10.4K
|
211
$13.5K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
150New |
$8.93K - $9.68K
|
150
$9.59K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
88New |
$5.24K - $5.68K
|
88
$5.62K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52+ 0.28% |
$3.1K - $3.36K
|
18.6K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
22New |
$1.31K - $1.42K
|
22
$1.41K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36KNew |
$2.1M - $2.23M
|
36K
$2.3M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.4KNew |
$901K - $956K
|
15.4K
$986K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.8KNew |
$745K - $790K
|
12.8K
$815K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.3K+ 19880.65% |
$720K - $764K
|
12.4K
$792K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.15K+ 52.34% |
$301K - $319K
|
15K
$959K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.14KNew |
$242K - $257K
|
4.14K
$265K
|
|