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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
56+ 0.4% |
$3.27K - $3.47K
|
14K
$888K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51+ 0.96% |
$2.98K - $3.16K
|
5.34K
$338K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
27New |
$1.58K - $1.67K
|
27
$1.71K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.4K - $1.49K
|
24
$1.52K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
9+ 0.08% |
$526 - $558
|
11.8K
$745K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-5- 0.13% |
$292 - $310
|
3.77K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-10- 0.16% |
$584 - $620
|
6.06K
$384K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-11- 3.64% |
$642 - $681
|
291
$18.4K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-25- 46.3% |
$1.46K - $1.55K
|
29
$1.84K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-96- 0.28% |
$5.61K - $5.95K
|
34.2K
$2.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-124- 0.44% |
$7.24K - $7.68K
|
27.8K
$1.76M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-136- 0.26% |
$7.94K - $8.43K
|
51.3K
$3.25M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-160- 25.0% |
$9.34K - $9.91K
|
480
$30.4K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-203- 2.65% |
$11.9K - $12.6K
|
7.46K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-280- 0.39% |
$16.3K - $17.3K
|
71.2K
$4.51M
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-330- 6.77% |
$19.3K - $20.4K
|
4.54K
$288K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-347- 2.5% |
$20.3K - $21.5K
|
13.5K
$857K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-465- 2.68% |
$27.2K - $28.8K
|
16.9K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-500- 4.03% |
$29.2K - $31K
|
11.9K
$755K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-850- 3.94% |
$49.6K - $52.7K
|
20.7K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-895- 44.59% |
$52.3K - $55.4K
|
1.11K
$70.5K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-928- 25.97% |
$54.2K - $57.5K
|
2.65K
$168K
|
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-951- 18.03% |
$55.5K - $58.9K
|
4.33K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-955- 5.68% |
$55.8K - $59.2K
|
15.9K
$1.01M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-964- 2.83% |
$56.3K - $59.7K
|
33.1K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.06K- 4.7% |
$61.9K - $65.7K
|
21.5K
$1.36M
|
|
|
May 01, 2023
Q1 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-1.27K- 15.98% |
$74.2K - $78.7K
|
6.69K
$424K
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.27K- 8.13% |
$74.3K - $78.8K
|
14.4K
$911K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 9.18% |
$78.5K - $83.3K
|
13.3K
$843K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.46K- 3.33% |
$85.4K - $90.6K
|
42.5K
$2.69M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.12K- 10.85% |
$124K - $131K
|
17.4K
$1.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.14K- 33.02% |
$125K - $132K
|
4.33K
$275K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-2.21K- 3.94% |
$129K - $137K
|
53.9K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.62K- 93.81% |
$153K - $163K
|
173
$11K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.52K- 12.4% |
$264K - $280K
|
31.9K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-8.26K- 45.25% |
$483K - $512K
|
10K
$634K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.46K- 32.72% |
$552K - $586K
|
19.5K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.47K- 80.0% |
$553K - $586K
|
2.37K
$150K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11.4K- 61.97% |
$666K - $707K
|
7K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12.3K- 99.5% |
$720K - $764K
|
62
$3.93K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-19.2K- 13.55% |
$1.12M - $1.19M
|
122K
$7.74M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.9K- 76.57% |
$1.22M - $1.3M
|
6.41K
$406K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.7K- 9.76% |
$1.26M - $1.34M
|
200K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-22.7K- 15.65% |
$1.32M - $1.4M
|
122K
$7.75M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.1K- 82.04% |
$1.41M - $1.49M
|
5.27K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-26.2K- 86.23% |
$1.53M - $1.63M
|
4.19K
$266K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-27.1K- 85.55% |
$1.58M - $1.68M
|
4.58K
$290K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-38.5K- 87.43% |
$2.25M - $2.38M
|
5.53K
$351K
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-42.2K- 16.47% |
$2.47M - $2.62M
|
214K
$13.6M
|