Latest Institutional Purchases of Ishares Tr Global Consumer Sta (KXI)
This list provides information on the latest institutional transactions involving Ishares Tr Global Consumer Sta (KXI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.2KNew |
$920K - $1.01M
|
16.2K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
14.5KNew |
$824K - $908K
|
14.5K
$921K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
393New |
$22.3K - $24.6K
|
393
$25K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
300+ 85.71% |
$17.1K - $18.8K
|
650
$41.3K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
223KNew |
$13.3M - $14.4M
|
223K
$14.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
30.1KNew |
$1.79M - $1.95M
|
30.1K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
9.44K+ 250.78% |
$562K - $610K
|
13.2K
$839K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.38KNew |
$558K - $605K
|
9.38K
$596K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.37KNew |
$260K - $282K
|
4.37K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.77KNew |
$225K - $243K
|
3.77K
$239K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.01KNew |
$59.9K - $64.9K
|
1.01K
$63.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
899New |
$53.5K - $58K
|
899
$57.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
682+ 4.74% |
$40.6K - $44K
|
15.1K
$957K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
575+ 10.97% |
$34.2K - $37.1K
|
5.82K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
150New |
$8.93K - $9.68K
|
150
$9.53K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
88New |
$5.24K - $5.68K
|
88
$5.59K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52+ 0.28% |
$3.1K - $3.36K
|
18.6K
$1.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
22New |
$1.31K - $1.42K
|
22
$1.4K
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
6+ 1.19% |
$357 - $387
|
509
$32.3K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36KNew |
$2.1M - $2.23M
|
36K
$2.29M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
15.4KNew |
$901K - $956K
|
15.4K
$980K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.8KNew |
$745K - $790K
|
12.8K
$810K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.3K+ 19880.65% |
$720K - $764K
|
12.4K
$787K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.15K+ 52.34% |
$301K - $319K
|
15K
$953K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.14KNew |
$242K - $257K
|
4.14K
$263K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
165New |
$9.63K - $10.2K
|
165
$10.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
130New |
$7.59K - $8.05K
|
130
$8.26K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
91New |
$5.31K - $5.64K
|
91
$5.78K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
87+ 155.36% |
$5.08K - $5.39K
|
143
$9.08K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
24New |
$1.4K - $1.49K
|
24
$1.52K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.2KNew |
$1.5M - $1.75M
|
28.2K
$1.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
22KNew |
$1.17M - $1.37M
|
22K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
14.2KNew |
$757K - $882K
|
14.2K
$902K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4KNew |
$213K - $249K
|
4K
$254K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.75KNew |
$200K - $233K
|
3.75K
$238K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.83KNew |
$151K - $176K
|
2.83K
$180K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
993New |
$52.9K - $61.7K
|
993
$63.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
926New |
$49.3K - $57.5K
|
926
$58.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
742New |
$39.5K - $46.1K
|
742
$47.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
620New |
$33K - $38.5K
|
620
$39.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
391New |
$20.8K - $24.3K
|
391
$24.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
199+ 3.0% |
$10.6K - $12.4K
|
6.84K
$434K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
194New |
$10.3K - $12.1K
|
194
$12.3K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
152New |
$8.1K - $9.44K
|
152
$9.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
75New |
$4K - $4.66K
|
75
$4.76K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
52+ 0.89% |
$2.77K - $3.23K
|
5.87K
$373K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
38New |
$2.03K - $2.36K
|
38
$2.41K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.7KNew |
$252K - $289K
|
4.7K
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
400New |
$21.4K - $24.6K
|
400
$25.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
75+ 258.62% |
$4.02K - $4.61K
|
104
$6.61K
|
|