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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.73KClosed |
$282K - $323K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-60Closed |
$9.72K - $10.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.11KClosed |
$504K - $538K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100New |
$16.2K - $17.3K
|
100
$19K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.51KNew |
$243K - $261K
|
1.51K
$288K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3Closed |
$482 - $518
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.1KClosed |
$170K - $183K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.7KClosed |
$2.72M - $2.94M
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.02KClosed |
$620K - $670K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.51KClosed |
$388K - $419K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.5KNew |
$200K - $233K
|
1.5K
$286K
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-615Closed |
$82K - $95.7K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.79KClosed |
$239K - $279K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-356Closed |
$42.5K - $49.7K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-324Closed |
$38.7K - $45.2K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-26.7KClosed |
$3.19M - $3.73M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-90Closed |
$8K - $11.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-154Closed |
$12.7K - $19.8K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Wrapmanager Inc
|
SELL
|
- |
-1.91KClosed |
$158K - $245K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-50Closed |
$4.14K - $6.43K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-514Closed |
$42.5K - $66.1K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-3.1KClosed |
$256K - $398K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-10.2KClosed |
$843K - $1.31M
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Brookstone Capital Management
|
SELL
|
- |
-2.13KClosed |
$177K - $275K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-75Closed |
$8.72K - $9.48K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9.05KClosed |
$1.05M - $1.14M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-379Closed |
$45.1K - $46.2K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.62KClosed |
$312K - $320K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-90Closed |
$10.7K - $11K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Sep 07, 2021
Q2 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-430- 74.78% |
N/A
|
145
$27.6K
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-445Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.4KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-225Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Barings LLC
|
SELL
|
- |
-9.9KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-38Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-315Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
265New |
N/A
|
265
$50.4K
|
|
|
Nov 09, 2018
Q3 2018
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38- 27.54% |
N/A
|
100
$19K
|
|
|
Nov 05, 2018
Q3 2018
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.82KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-900Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-226Closed |
N/A
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-52.1KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-260Closed |
N/A
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Bank Hapoalim Bm
|
SELL
|
- |
-25.1KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Westside Investment Management, Inc.
|
SELL
|
- |
-103Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
400New |
N/A
|
400
$76.1K
|
|
|
Feb 09, 2018
Q4 2017
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-26.1KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-20.4KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$190
|
|