Purchases and Sales Made in Q2 2023 in Ishares Tr Global Consumer Sta (KXI)
This table provides information about the institutional ownership of Ishares Tr Global Consumer Sta (KXI) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
161+ 322.0% |
$9.59K - $10.4K
|
211
$13.3K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
150New |
$8.93K - $9.68K
|
150
$9.48K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
136+ 0.97% |
$8.1K - $8.78K
|
14.2K
$894K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
98+ 2.21% |
$5.84K - $6.33K
|
4.54K
$287K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
88New |
$5.24K - $5.68K
|
88
$5.56K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
55New |
$3.28K - $3.55K
|
55
$3.48K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
52+ 0.28% |
$3.1K - $3.36K
|
18.6K
$1.17M
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
41+ 0.9% |
$2.44K - $2.65K
|
4.58K
$290K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
22New |
$1.31K - $1.42K
|
22
$1.39K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16+ 55.17% |
$953 - $1.03K
|
45
$2.84K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
12+ 0.53% |
$715 - $775
|
2.26K
$142K
|
|
Jul 19, 2023
Q2 2023
|
Darrow Company, Inc.
|
BUY
|
- |
6+ 0.14% |
$357 - $387
|
4.33K
$274K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 2.06% |
$357 - $387
|
297
$18.8K
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
5+ 0.03% |
$298 - $323
|
16.9K
$1.07M
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 1.81% |
$298 - $323
|
281
$17.8K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.5% |
$238 - $258
|
803
$50.7K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 1.23% |
$238 - $258
|
329
$20.8K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.98% |
$119 - $129
|
207
$13.1K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 1.29% |
$119 - $129
|
157
$9.92K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6- 0.24% |
$357 - $387
|
2.46K
$156K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 92.59% |
$1.49K - $1.61K
|
2
$126
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-26- 4.9% |
$1.55K - $1.68K
|
505
$31.9K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-30- 4.65% |
$1.79K - $1.94K
|
615
$38.9K
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-62- 0.53% |
$3.69K - $4K
|
11.7K
$739K
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-69- 0.51% |
$4.11K - $4.45K
|
13.4K
$850K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-117- 0.28% |
$6.97K - $7.55K
|
41.3K
$2.61M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-143- 4.41% |
$8.52K - $9.23K
|
3.1K
$196K
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-229- 5.28% |
$13.6K - $14.8K
|
4.11K
$259K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-233- 0.45% |
$13.9K - $15K
|
51.1K
$3.23M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-357- 5.89% |
$21.3K - $23K
|
5.71K
$360K
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-383- 5.85% |
$22.8K - $24.7K
|
6.16K
$389K
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-420- 3.53% |
$25K - $27.1K
|
11.5K
$726K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-464- 17.54% |
$27.6K - $30K
|
2.18K
$138K
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-492- 6.07% |
$29.3K - $31.8K
|
7.62K
$481K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-514- 83.04% |
$30.6K - $33.2K
|
105
$6.63K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-514- 83.04% |
$30.6K - $33.2K
|
105
$6.63K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-534- 1.62% |
$31.8K - $34.5K
|
32.5K
$2.05M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-557- 5.29% |
$33.2K - $36K
|
9.97K
$630K
|
|
Jul 20, 2023
Q2 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-575- 8.6% |
$34.2K - $37.1K
|
6.11K
$386K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-794- 4.08% |
$47.3K - $51.3K
|
18.7K
$1.18M
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-849- 3.05% |
$50.6K - $54.8K
|
27K
$1.7M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-956- 4.61% |
$56.9K - $61.7K
|
19.8K
$1.25M
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1K- 2.44% |
$59.6K - $64.6K
|
40K
$2.53M
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.02K- 6.82% |
$60.6K - $65.7K
|
13.9K
$879K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.31K- 17.56% |
$78.1K - $84.6K
|
6.15K
$389K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.37K- 4.0% |
$81.5K - $88.3K
|
32.9K
$2.08M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.47K- 2.07% |
$87.7K - $95.1K
|
69.7K
$4.4M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.91K- 1.56% |
$114K - $123K
|
120K
$7.6M
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.18K- 10.16% |
$130K - $141K
|
19.3K
$1.22M
|