Purchases and Sales Made in Q2 2025 in Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.4KNew |
$872K - $969K
|
14.4K
$943K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
11.4KNew |
$690K - $766K
|
11.4K
$746K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
5KNew |
$304K - $337K
|
5K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.84K+ 53744.44% |
$294K - $326K
|
4.85K
$318K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
719+ 20.36% |
$43.7K - $48.5K
|
4.25K
$279K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
651New |
$39.5K - $43.9K
|
651
$42.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
624+ 1.11% |
$37.9K - $42.1K
|
56.7K
$3.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
263+ 10.57% |
$16K - $17.7K
|
2.75K
$181K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
206+ 3.26% |
$12.5K - $13.9K
|
6.52K
$428K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
199+ 4.21% |
$12.1K - $13.4K
|
4.93K
$324K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
78+ 1.07% |
$4.74K - $5.26K
|
7.38K
$485K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
33+ 0.84% |
$2K - $2.23K
|
3.95K
$259K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
23New |
$1.4K - $1.55K
|
23
$1.51K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.03% |
$304 - $337
|
14.8K
$969K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-122- 37.89% |
$7.41K - $8.23K
|
200
$13.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-348- 1.98% |
$21.1K - $23.5K
|
17.2K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.42K- 17.88% |
$86.2K - $95.8K
|
6.52K
$428K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.48K- 71.65% |
$89.9K - $99.9K
|
586
$38.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-4.56K- 48.86% |
$277K - $307K
|
4.77K
$313K
|