Purchases and Sales Made in Q1 2023 in Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR GLOBAL CONSUMER STA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
266K+ 4.63% |
$15.6M - $16.5M
|
6.02M
$368M
|
|
|
May 12, 2023
Q1 2023
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
157K+ 4.83% |
$9.18M - $9.74M
|
3.41M
$208M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
86.7K+ 4.69% |
$5.06M - $5.37M
|
1.94M
$118M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
60.4KNew |
$3.53M - $3.74M
|
60.4K
$3.69M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36KNew |
$2.1M - $2.23M
|
36K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
24.6KNew |
$1.44M - $1.52M
|
24.6K
$1.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.9K+ 326.79% |
$1.22M - $1.3M
|
27.4K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.8K+ 15.54% |
$979K - $1.04M
|
125K
$7.62M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.3K+ 875.13% |
$954K - $1.01M
|
18.2K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3K+ 204.49% |
$950K - $1.01M
|
24.2K
$1.48M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.4KNew |
$901K - $956K
|
15.4K
$943K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 3.12% |
$848K - $900K
|
480K
$29.3M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.8KNew |
$745K - $790K
|
12.8K
$780K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.3K+ 19880.65% |
$720K - $764K
|
12.4K
$757K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6K+ 110.42% |
$675K - $717K
|
22K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.33KNew |
$487K - $516K
|
8.33K
$509K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.59K+ 38.38% |
$443K - $470K
|
27.4K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.69KNew |
$391K - $414K
|
6.69K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.15K+ 52.34% |
$301K - $319K
|
15K
$917K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.05K+ 3.55% |
$295K - $313K
|
147K
$9M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.44KNew |
$259K - $275K
|
4.44K
$272K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.3K+ 69.05% |
$251K - $266K
|
10.5K
$643K
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.21K+ 39.26% |
$246K - $261K
|
14.9K
$912K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.14KNew |
$242K - $257K
|
4.14K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.41K+ 0.14% |
$199K - $211K
|
2.43M
$148M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.88K+ 2134.07% |
$168K - $178K
|
3.02K
$184K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.62K+ 1516.76% |
$153K - $163K
|
2.8K
$171K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.94K+ 10.29% |
$113K - $120K
|
20.7K
$1.27M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.81K+ 0.33% |
$106K - $112K
|
553K
$33.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.69K+ 4.26% |
$98.7K - $105K
|
41.4K
$2.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.45K+ 5.26% |
$84.4K - $89.6K
|
28.9K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
862+ 53.64% |
$50.3K - $53.4K
|
2.47K
$151K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
799New |
$46.7K - $49.5K
|
799
$48.8K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
791+ 5.34% |
$46.2K - $49K
|
15.6K
$953K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
718+ 15.87% |
$41.9K - $44.5K
|
5.24K
$320K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
688+ 3.86% |
$40.2K - $42.6K
|
18.5K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
614+ 4.9% |
$35.9K - $38K
|
13.2K
$804K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
514+ 489.52% |
$30K - $31.8K
|
619
$37.8K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
292+ 89.3% |
$17K - $18.1K
|
619
$37.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
245+ 3.89% |
$14.3K - $15.2K
|
6.54K
$400K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
214+ 10.55% |
$12.5K - $13.3K
|
2.24K
$137K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
165New |
$9.63K - $10.2K
|
165
$10.1K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
136+ 0.83% |
$7.94K - $8.43K
|
16.6K
$1.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
134+ 1.75% |
$7.82K - $8.3K
|
7.79K
$476K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
130New |
$7.59K - $8.05K
|
130
$7.94K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
110New |
$6.42K - $6.81K
|
110
$6.72K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
105+ 84.68% |
$6.13K - $6.5K
|
229
$14K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
91New |
$5.31K - $5.64K
|
91
$5.56K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
90+ 16.22% |
$5.26K - $5.58K
|
645
$39.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
87+ 155.36% |
$5.08K - $5.39K
|
143
$8.74K
|