Latest Institutional Transactions on Ishares Tr Global Consumer Sta (KXI)
This table provides information on the latest institutional transactions involving Ishares Tr Global Consumer Sta (KXI) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 4.09% |
$71.8K - $79.4K
|
28.1K
$1.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.81K- 62.85% |
$407K - $451K
|
4.02K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.21K- 8.37% |
$132K - $146K
|
24.2K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.4KNew |
$804K - $889K
|
13.4K
$819K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-108- 10.89% |
$6.46K - $7.15K
|
884
$53.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-297- 6.67% |
$17.8K - $19.7K
|
4.16K
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.4K+ 6475.0% |
$620K - $686K
|
10.5K
$641K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
263+ 5.99% |
$15.7K - $17.4K
|
4.65K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.69K+ 4.71% |
$101K - $112K
|
37.6K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
454+ 1.62% |
$27.2K - $30K
|
28.4K
$1.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.18K- 8.42% |
$190K - $210K
|
34.6K
$2.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
595+ 146.91% |
$35.6K - $39.4K
|
1K
$61K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.6KNew |
$95.7K - $106K
|
1.6K
$97.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 4.73% |
$957 - $1.06K
|
322
$19.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.5K- 10.55% |
$150K - $165K
|
21.2K
$1.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.46K- 5.21% |
$207K - $229K
|
62.9K
$3.83M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-265- 1.74% |
$15.9K - $17.5K
|
14.9K
$910K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.28K- 8.85% |
$495K - $548K
|
85.2K
$5.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-51- 0.68% |
$3.05K - $3.37K
|
7.42K
$452K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
106+ 0.96% |
$6.34K - $7.01K
|
11.2K
$681K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-7.76K- 20.82% |
$464K - $513K
|
29.5K
$1.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.31KNew |
$198K - $219K
|
3.31K
$202K
|
|
| Q2 2024 | |||||||
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
68.9KNew |
$4M - $4.34M
|
68.9K
$4.2M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
161New |
$9.34K - $10.1K
|
161
$9.81K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-414- 14.8% |
$24K - $26K
|
2.38K
$145K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300New |
$17.4K - $18.9K
|
300
$18.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.38KNew |
$196K - $212K
|
3.38K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 4.48% |
$1.74K - $1.89K
|
700
$42.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26.9K- 1.68% |
$1.56M - $1.69M
|
1.57M
$95.8M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.89KNew |
$400K - $433K
|
6.89K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-714- 7.1% |
$41.4K - $44.9K
|
9.35K
$570K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.09KNew |
$469K - $509K
|
8.09K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 1.11% |
$174 - $189
|
273
$16.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.75K- 35.27% |
$160K - $173K
|
5.06K
$308K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1+ 3.03% |
$58 - $62.9
|
34
$2.07K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.56% |
$116 - $126
|
362
$22.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
8.42K+ 5.01% |
$489K - $530K
|
176K
$10.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-86- 53.09% |
$4.99K - $5.41K
|
76
$4.63K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-166- 3.57% |
$9.63K - $10.4K
|
4.48K
$273K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.99% |
$174 - $189
|
307
$18.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.93KNew |
$228K - $247K
|
3.93K
$239K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.44K- 54.4% |
$316K - $342K
|
4.56K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
146+ 2.42% |
$8.47K - $9.18K
|
6.18K
$376K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-264- 28.45% |
$15.3K - $16.6K
|
664
$40.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-161- 47.35% |
$9.34K - $10.1K
|
179
$10.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-157- 4.58% |
$9.11K - $9.87K
|
3.27K
$199K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.3KNew |
$75.4K - $81.8K
|
1.3K
$79.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.3K- 38.23% |
$133K - $145K
|
3.71K
$226K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
6.73KNew |
$391K - $423K
|
6.73K
$410K
|
|