Purchases and Sales Made in Q4 2024 in Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
12.3KNew |
$741K - $806K
|
12.3K
$754K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
7.68KNew |
$462K - $502K
|
7.68K
$470K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.4K+ 6.78% |
$204K - $222K
|
53.5K
$3.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.47K+ 49.07% |
$148K - $161K
|
7.49K
$458K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
748+ 2.66% |
$45K - $48.9K
|
28.9K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
464New |
$27.9K - $30.3K
|
464
$28.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
222+ 6.68% |
$13.4K - $14.5K
|
3.54K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
172New |
$10.3K - $11.2K
|
172
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
129+ 0.67% |
$7.76K - $8.44K
|
19.3K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
123New |
$7.4K - $8.04K
|
123
$7.53K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
105+ 1.42% |
$6.32K - $6.87K
|
7.52K
$460K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 1.41% |
$5.29K - $5.75K
|
6.31K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
27+ 0.66% |
$1.62K - $1.77K
|
4.14K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
8+ 0.05% |
$481 - $523
|
14.9K
$915K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 1.63% |
$301 - $327
|
312
$19.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 1.47% |
$241 - $262
|
277
$17K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 25.37% |
$1.02K - $1.11K
|
50
$3.06K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-70- 20.29% |
$4.21K - $4.58K
|
275
$16.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-151- 3.37% |
$9.08K - $9.87K
|
4.33K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-160- 60.38% |
$9.62K - $10.5K
|
105
$6.43K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-160- 3.21% |
$9.62K - $10.5K
|
4.82K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-161- 76.3% |
$9.68K - $10.5K
|
50
$3.06K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-558- 1.96% |
$33.6K - $36.5K
|
27.9K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-590- 4.39% |
$35.5K - $38.6K
|
12.8K
$786K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-933- 93.3% |
$56.1K - $61K
|
67
$4.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.97K- 9.3% |
$118K - $129K
|
19.2K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-6.42K- 7.53% |
$386K - $420K
|
78.8K
$4.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-23.9K- 98.69% |
$1.44M - $1.56M
|
317
$19.4K
|