Latest Institutional Transactions on Ishares Tr (RXI)
This table provides information on the latest institutional transactions involving Ishares Tr (RXI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2KNew |
$1.84M - $2.18M
|
12.2K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.17KNew |
$176K - $209K
|
1.17K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-60- 38.22% |
$9.03K - $10.7K
|
97
$18.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
106+ 24.2% |
$15.9K - $18.9K
|
544
$101K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-76- 43.93% |
$11.4K - $13.6K
|
97
$18.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.21KNew |
$183K - $217K
|
1.21K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 8.0% |
$301 - $357
|
23
$4.29K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-68- 4.25% |
$10.2K - $12.1K
|
1.53K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-556- 21.91% |
$83.7K - $99.2K
|
1.98K
$370K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.23KNew |
$184K - $219K
|
1.23K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-86- 1.79% |
$12.9K - $15.3K
|
4.72K
$881K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-32- 24.24% |
$4.81K - $5.71K
|
100
$18.6K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
49New |
$7.66K - $8.16K
|
49
$9.14K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 0.95% |
$313 - $333
|
213
$39.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
629New |
$98.4K - $105K
|
629
$117K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-667- 0.2% |
$104K - $111K
|
331K
$61.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
45New |
$7.04K - $7.5K
|
45
$8.39K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
291New |
$45.5K - $48.5K
|
291
$54.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.76% |
$156 - $167
|
133
$24.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.07% |
$156 - $167
|
1.44K
$269K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.08% |
$156 - $167
|
1.3K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
62New |
$9.7K - $10.3K
|
62
$11.6K
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-396- 21.22% |
$60.2K - $66.7K
|
1.47K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-257K- 64.14% |
$39M - $43.3M
|
144K
$26.8M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-63- 1.58% |
$9.57K - $10.6K
|
3.94K
$734K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6+ 0.91% |
$912 - $1.01K
|
662
$123K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
223+ 2.11% |
$33.9K - $37.5K
|
10.8K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-480- 21.72% |
$72.9K - $80.8K
|
1.73K
$323K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.21K- 44.51% |
$488K - $540K
|
4K
$746K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
20New |
$3.04K - $3.37K
|
20
$3.73K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
66+ 1.41% |
$10K - $11.1K
|
4.74K
$884K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.68K- 53.88% |
$254K - $282K
|
1.43K
$267K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
174+ 1581.82% |
$23.8K - $27.9K
|
185
$34.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
67New |
$9.15K - $10.7K
|
67
$12.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-349- 10.43% |
$47.7K - $56K
|
3K
$559K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-853- 50.03% |
$116K - $137K
|
852
$159K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.37KNew |
$188K - $220K
|
1.37K
$256K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
88KNew |
$12.7M - $14.2M
|
88K
$16.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-6.05K- 7.32% |
$874K - $976K
|
76.6K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
182New |
$26.3K - $29.4K
|
182
$33.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
90+ 26.87% |
$13K - $14.5K
|
425
$79.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-344- 50.0% |
$49.7K - $55.5K
|
344
$64.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
87New |
$12.6K - $14K
|
87
$16.2K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
28.5KNew |
$4.01M - $4.47M
|
28.5K
$5.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-74.2K- 35.66% |
$10.4M - $11.6M
|
134K
$24.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-45- 11.69% |
$6.33K - $7.05K
|
340
$63.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.04K- 29.57% |
$384K - $454K
|
7.23K
$1.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
180New |
$22.8K - $26.9K
|
180
$33.6K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.43% |
$238 - $275
|
463
$86.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
118New |
$14K - $16.2K
|
118
$22K
|
|