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 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
82+ 14.91% |
$4.91K - $5.43K
|
632
$40.8K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.4K+ 6475.0% |
$620K - $686K
|
10.5K
$679K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.69K+ 4.71% |
$101K - $112K
|
37.6K
$2.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.6KNew |
$95.7K - $106K
|
1.6K
$103K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-7.76K- 20.82% |
$464K - $513K
|
29.5K
$1.9M
|
|
| Q2 2024 | |||||||
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
68.9KNew |
$4M - $4.34M
|
68.9K
$4.45M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
161New |
$9.34K - $10.1K
|
161
$10.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300New |
$17.4K - $18.9K
|
300
$19.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.38KNew |
$196K - $212K
|
3.38K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30+ 4.48% |
$1.74K - $1.89K
|
700
$45.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26.9K- 1.68% |
$1.56M - $1.69M
|
1.57M
$101M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.89KNew |
$400K - $433K
|
6.89K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.09KNew |
$469K - $509K
|
8.09K
$522K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1+ 3.03% |
$58 - $62.9
|
34
$2.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.75K- 35.27% |
$160K - $173K
|
5.06K
$326K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-86- 53.09% |
$4.99K - $5.41K
|
76
$4.91K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
146+ 2.42% |
$8.47K - $9.18K
|
6.18K
$399K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.44K- 54.4% |
$316K - $342K
|
4.56K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-264- 28.45% |
$15.3K - $16.6K
|
664
$42.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-157- 4.58% |
$9.11K - $9.87K
|
3.27K
$211K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.3KNew |
$75.4K - $81.8K
|
1.3K
$83.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.3K- 38.23% |
$133K - $145K
|
3.71K
$240K
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
3.9KNew |
$226K - $245K
|
3.9K
$252K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-167- 1.25% |
$9.69K - $10.5K
|
13.2K
$851K
|
|
| Q1 2024 | |||||||
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-4.13K- 36.2% |
$241K - $252K
|
7.28K
$470K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
28.4KNew |
$1.65M - $1.73M
|
28.4K
$1.83M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
113New |
$6.58K - $6.9K
|
113
$7.3K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-62Closed |
$3.61K - $3.78K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.19KNew |
$69.2K - $72.5K
|
1.19K
$76.7K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.44K- 33.17% |
$201K - $210K
|
6.94K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34+ 0.98% |
$1.98K - $2.08K
|
3.52K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-257- 4.0% |
$15K - $15.7K
|
6.16K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.96K+ 35.36% |
$114K - $119K
|
7.49K
$484K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.35KNew |
$253K - $265K
|
4.35K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-100- 0.15% |
$5.83K - $6.1K
|
64.6K
$4.17M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-163- 7.18% |
$9.5K - $9.95K
|
2.11K
$136K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 64.29% |
$2.1K - $2.2K
|
20
$1.29K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-218- 6.06% |
$12.7K - $13.3K
|
3.38K
$218K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
60.6KNew |
$3.53M - $3.7M
|
60.6K
$3.92M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.64KNew |
$212K - $222K
|
3.64K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16- 13.79% |
$932 - $976
|
100
$6.46K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
62+ 3.25% |
$3.61K - $3.78K
|
1.97K
$127K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
55New |
$3.2K - $3.36K
|
55
$3.55K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14New |
$816 - $854
|
14
$904
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
105+ 0.63% |
$6.12K - $6.41K
|
16.8K
$1.09M
|
|
| Q4 2023 | |||||||
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
3.37KNew |
$186K - $202K
|
3.37K
$217K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.81KNew |
$99.6K - $108K
|
1.81K
$117K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-313- 6.85% |
$17.3K - $18.7K
|
4.26K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 1.82% |
$331 - $359
|
335
$21.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.72KNew |
$426K - $462K
|
7.72K
$498K
|
|