Purchases and Sales Made in Q4 2022 in Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
926New |
$49.3K - $57.5K
|
926
$55.9K
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
831+ 9.22% |
$44.3K - $51.6K
|
9.85K
$595K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
742New |
$39.5K - $46.1K
|
742
$44.8K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
620New |
$33K - $38.5K
|
620
$37.4K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
571+ 55.12% |
$30.4K - $35.5K
|
1.61K
$97K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
391New |
$20.8K - $24.3K
|
391
$23.6K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
360+ 0.25% |
$19.2K - $22.4K
|
145K
$8.75M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
327New |
$17.4K - $20.3K
|
327
$19.7K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
220+ 65.67% |
$11.7K - $13.7K
|
555
$33.5K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
209New |
$11.1K - $13K
|
209
$12.6K
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
199+ 3.0% |
$10.6K - $12.4K
|
6.84K
$413K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
194New |
$10.3K - $12.1K
|
194
$11.7K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
152New |
$8.1K - $9.44K
|
152
$9.18K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
132+ 77.65% |
$7.03K - $8.2K
|
302
$18.2K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
124+ 1.58% |
$6.61K - $7.7K
|
7.95K
$480K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
100+ 0.81% |
$5.33K - $6.21K
|
12.4K
$749K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
75New |
$4K - $4.66K
|
75
$4.53K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
74+ 0.92% |
$3.94K - $4.6K
|
8.11K
$490K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
52+ 0.89% |
$2.77K - $3.23K
|
5.87K
$355K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
50New |
$2.66K - $3.11K
|
50
$3.02K
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42+ 0.87% |
$2.24K - $2.61K
|
4.87K
$294K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
38New |
$2.03K - $2.36K
|
38
$2.29K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
35New |
$1.87K - $2.17K
|
35
$2.11K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
34New |
$1.81K - $2.11K
|
34
$2.05K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
30+ 0.5% |
$1.6K - $1.86K
|
6.07K
$367K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
29+ 0.21% |
$1.55K - $1.8K
|
13.9K
$837K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
28+ 107.69% |
$1.49K - $1.74K
|
54
$3.26K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16+ 13.45% |
$853 - $994
|
135
$8.15K
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
11+ 0.55% |
$586 - $683
|
2.03K
$123K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5+ 0.09% |
$266 - $311
|
5.29K
$319K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.93% |
$160 - $186
|
325
$19.6K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.99% |
$107 - $124
|
205
$12.4K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.65% |
$53.3 - $62.1
|
155
$9.36K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5- 0.18% |
$266 - $311
|
2.8K
$169K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-18- 0.36% |
$959 - $1.12K
|
5.04K
$304K
|
|
Jan 24, 2023
Q4 2022
|
Darrow Company, Inc.
|
SELL
|
- |
-29- 0.55% |
$1.55K - $1.8K
|
5.28K
$319K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36- 0.47% |
$1.92K - $2.24K
|
7.67K
$463K
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-38- 40.43% |
$2.03K - $2.36K
|
56
$3.38K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-40- 25.48% |
$2.13K - $2.49K
|
117
$7.07K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-71- 33.33% |
$3.78K - $4.41K
|
142
$8.58K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-72Closed |
$3.84K - $4.47K
|
0
$0
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-148- 0.75% |
$7.89K - $9.2K
|
19.5K
$1.18M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-151- 1.07% |
$8.05K - $9.38K
|
14K
$843K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-235- 65.46% |
$12.5K - $14.6K
|
124
$7.49K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-257- 0.58% |
$13.7K - $16K
|
43.9K
$2.65M
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-474- 0.92% |
$25.3K - $29.4K
|
51.2K
$3.09M
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-611- 7.13% |
$32.6K - $38K
|
7.96K
$480K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-760- 4.2% |
$40.5K - $47.2K
|
17.3K
$1.05M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-889- 5.12% |
$47.4K - $55.2K
|
16.5K
$995K
|