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 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
165New |
$9.63K - $10.2K
|
165
$10.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
130New |
$7.59K - $8.05K
|
130
$8.31K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
91New |
$5.31K - $5.64K
|
91
$5.82K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
87+ 155.36% |
$5.08K - $5.39K
|
143
$9.14K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.4K - $1.49K
|
24
$1.53K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.2KNew |
$1.5M - $1.75M
|
28.2K
$1.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
22KNew |
$1.17M - $1.37M
|
22K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
14.2KNew |
$757K - $882K
|
14.2K
$908K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4KNew |
$213K - $249K
|
4K
$256K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.75KNew |
$200K - $233K
|
3.75K
$240K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.83KNew |
$151K - $176K
|
2.83K
$181K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
993New |
$52.9K - $61.7K
|
993
$63.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
926New |
$49.3K - $57.5K
|
926
$59.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
742New |
$39.5K - $46.1K
|
742
$47.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
620New |
$33K - $38.5K
|
620
$39.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
391New |
$20.8K - $24.3K
|
391
$25K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
199+ 3.0% |
$10.6K - $12.4K
|
6.84K
$437K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
194New |
$10.3K - $12.1K
|
194
$12.4K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
152New |
$8.1K - $9.44K
|
152
$9.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
75New |
$4K - $4.66K
|
75
$4.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
52+ 0.89% |
$2.77K - $3.23K
|
5.87K
$375K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
38New |
$2.03K - $2.36K
|
38
$2.43K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35New |
$1.87K - $2.17K
|
35
$2.24K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
34New |
$1.81K - $2.11K
|
34
$2.17K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.7KNew |
$252K - $289K
|
4.7K
$300K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
400New |
$21.4K - $24.6K
|
400
$25.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75+ 258.62% |
$4.02K - $4.61K
|
104
$6.65K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
39New |
$2.09K - $2.4K
|
39
$2.49K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.41KNew |
$78K - $91K
|
1.41K
$90.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
250New |
$13.8K - $16.1K
|
250
$16K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
210New |
$11.6K - $13.5K
|
210
$13.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
82New |
$4.53K - $5.29K
|
82
$5.24K
|
|
|
Aug 08, 2022
Q2 2022
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
75+ 1.88% |
$4.14K - $4.84K
|
4.08K
$260K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
31New |
$1.71K - $2K
|
31
$1.98K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 1.08% |
$331 - $387
|
563
$36K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
79KNew |
$4.6M - $5.15M
|
79K
$5.05M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
31.8KNew |
$1.85M - $2.07M
|
31.8K
$2.03M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
4.55K+ 2932.26% |
$264K - $296K
|
4.7K
$300K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48New |
$2.79K - $3.13K
|
48
$3.07K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
80.2KNew |
$4.8M - $5.19M
|
80.2K
$5.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
5.69KNew |
$340K - $368K
|
5.69K
$364K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
201New |
$12K - $13K
|
201
$12.8K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
172New |
$10.3K - $11.1K
|
172
$11K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
42New |
$2.51K - $2.72K
|
42
$2.68K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 2.0% |
$59.8 - $64.7
|
51
$3.26K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
600New |
$32.6K - $35.4K
|
600
$38.4K
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
BUY
|
- |
400New |
$20.7K - $22.8K
|
400
$25.6K
|
|
| Q3 2019 | |||||||
|
Oct 15, 2019
Q3 2019
|
Comerica Securities,Inc.
|
BUY
|
- |
24.2KNew |
$1.25M - $1.33M
|
24.2K
$1.54M
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
210New |
$9.35K - $10.7K
|
210
$13.4K
|
|
|
Feb 08, 2019
Q4 2018
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
60New |
$2.67K - $3.06K
|
60
$3.84K
|
|