Purchases and Sales Made in Q1 2024 in Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
699K+ 58.95% |
$40.7M - $42.7M
|
1.89M
$115M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
449KNew |
$26.2M - $27.4M
|
449K
$27.4M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
60.6KNew |
$3.53M - $3.7M
|
60.6K
$3.7M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
28.4KNew |
$1.65M - $1.73M
|
28.4K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
26.9KNew |
$1.57M - $1.64M
|
26.9K
$1.64M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 205.22% |
$795K - $833K
|
20.3K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
10.5K+ 10.3% |
$612K - $641K
|
112K
$6.85M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.41K+ 2.97% |
$548K - $574K
|
326K
$19.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.41K+ 2.97% |
$548K - $574K
|
326K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.86K+ 39.66% |
$458K - $480K
|
27.7K
$1.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.48KNew |
$436K - $457K
|
7.48K
$456K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.23K+ 3.92% |
$363K - $380K
|
165K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.72KNew |
$275K - $288K
|
4.72K
$287K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.35KNew |
$253K - $265K
|
4.35K
$265K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.64KNew |
$212K - $222K
|
3.64K
$222K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.63KNew |
$212K - $222K
|
3.63K
$221K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.63K+ 5.09% |
$212K - $222K
|
75K
$4.57M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.27K+ 2125.32% |
$191K - $200K
|
3.43K
$209K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.97K+ 0.92% |
$173K - $181K
|
326K
$19.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.77K+ 78.7% |
$161K - $169K
|
6.29K
$383K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.96K+ 35.36% |
$114K - $119K
|
7.49K
$457K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.22K+ 103.03% |
$71.3K - $74.6K
|
2.41K
$147K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.2K+ 4.39% |
$70K - $73.3K
|
28.5K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.19KNew |
$69.2K - $72.5K
|
1.19K
$72.4K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
769+ 14.61% |
$44.8K - $46.9K
|
6.03K
$368K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
700New |
$40.8K - $42.7K
|
700
$42.7K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
628+ 3.38% |
$36.6K - $38.3K
|
19.2K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
589+ 5.51% |
$34.3K - $35.9K
|
11.3K
$688K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
284+ 6.51% |
$16.5K - $17.3K
|
4.65K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
264+ 39.76% |
$15.4K - $16.1K
|
928
$56.6K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
186+ 2.19% |
$10.8K - $11.4K
|
8.68K
$529K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
177+ 108.59% |
$10.3K - $10.8K
|
340
$20.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
122+ 56.74% |
$7.11K - $7.45K
|
337
$20.5K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
116+ 40.14% |
$6.76K - $7.08K
|
405
$24.7K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
113New |
$6.58K - $6.9K
|
113
$6.89K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
105+ 0.63% |
$6.12K - $6.41K
|
16.8K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
86+ 113.16% |
$5.01K - $5.25K
|
162
$9.87K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
84New |
$4.89K - $5.13K
|
84
$5.12K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
70+ 59.83% |
$4.08K - $4.27K
|
187
$11.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
62+ 3.25% |
$3.61K - $3.78K
|
1.97K
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
55New |
$3.2K - $3.36K
|
55
$3.35K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34+ 0.98% |
$1.98K - $2.08K
|
3.52K
$214K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29+ 0.41% |
$1.69K - $1.77K
|
7.06K
$430K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
14New |
$816 - $854
|
14
$853
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9+ 32.14% |
$524 - $549
|
37
$2.26K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.28% |
$58.3 - $61
|
360
$21.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-16- 13.79% |
$932 - $976
|
100
$6.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29- 0.67% |
$1.69K - $1.77K
|
4.28K
$261K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 64.29% |
$2.1K - $2.2K
|
20
$1.22K
|