Purchases and Sales Made in Q1 2022 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR GLOBAL ENERGY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.9KNew |
$309K - $406K
|
10.9K
$459K
|
|
|
May 16, 2022
Q1 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
9.7KNew |
$274K - $360K
|
9.7K
$407K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.11K+ 124.36% |
$257K - $338K
|
16.4K
$690K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8.17KNew |
$231K - $303K
|
8.17K
$343K
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8.13K+ 216.12% |
$230K - $301K
|
11.9K
$499K
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
7.97KNew |
$225K - $296K
|
7.97K
$334K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.9K+ 9.79% |
$223K - $293K
|
88.7K
$3.72M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.82KNew |
$221K - $290K
|
7.82K
$328K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.57K+ 13.1% |
$214K - $281K
|
65.3K
$2.74M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.5KNew |
$212K - $278K
|
7.5K
$315K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.29KNew |
$206K - $271K
|
7.29K
$306K
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
7.19K+ 43.36% |
$203K - $267K
|
23.8K
$998K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.97KNew |
$197K - $258K
|
6.97K
$292K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.96KNew |
$197K - $258K
|
6.96K
$292K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
6.63KNew |
$187K - $246K
|
6.63K
$278K
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.49K+ 22.43% |
$183K - $241K
|
35.4K
$1.49M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
6.35K+ 11.68% |
$179K - $236K
|
60.7K
$2.55M
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.27KNew |
$177K - $233K
|
6.27K
$263K
|
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
6.18KNew |
$174K - $229K
|
6.18K
$259K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
6.1K+ 3050.0% |
$172K - $226K
|
6.3K
$264K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
6.03K+ 900.9% |
$170K - $224K
|
6.7K
$281K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6KNew |
$169K - $222K
|
6K
$252K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
5.79KNew |
$164K - $215K
|
5.79K
$243K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.64KNew |
$159K - $209K
|
5.64K
$237K
|
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.41K+ 13.38% |
$153K - $201K
|
45.9K
$1.92M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.36K+ 61.88% |
$151K - $199K
|
14K
$589K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
5.16KNew |
$146K - $191K
|
5.16K
$216K
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
5.1K+ 11.33% |
$144K - $189K
|
50.1K
$2.1M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.08K+ 21.61% |
$115K - $151K
|
22.9K
$963K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.01K+ 3.28% |
$113K - $149K
|
126K
$5.29M
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
3.93K+ 20.98% |
$111K - $146K
|
22.6K
$950K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
3.52K+ 23.65% |
$99.5K - $131K
|
18.4K
$773K
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3K+ 26.79% |
$84.8K - $111K
|
14.2K
$596K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.09K+ 35.36% |
$58.9K - $77.4K
|
7.99K
$335K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.86K+ 23.37% |
$52.6K - $69.1K
|
9.83K
$413K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.74KNew |
$49.2K - $64.6K
|
1.74K
$73.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.5K+ 54.43% |
$42.4K - $55.7K
|
4.26K
$179K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.46K+ 1.28% |
$41.2K - $54.1K
|
115K
$4.84M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
802+ 11.59% |
$22.7K - $29.8K
|
7.72K
$324K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
800New |
$22.6K - $29.7K
|
800
$33.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
742+ 65.96% |
$21K - $27.5K
|
1.87K
$78.4K
|
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
693+ 0.88% |
$19.6K - $25.7K
|
79.2K
$3.32M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
600New |
$17K - $22.3K
|
600
$25.2K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
564+ 32.56% |
$15.9K - $20.9K
|
2.3K
$96.4K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
542New |
$15.3K - $20.1K
|
542
$22.7K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
520New |
$14.7K - $19.3K
|
520
$21.8K
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
472New |
$13.3K - $17.5K
|
472
$19.8K
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
437+ 26.11% |
$12.3K - $16.2K
|
2.11K
$88.6K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
420New |
$11.9K - $15.6K
|
420
$17.6K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
326New |
$9.21K - $12.1K
|
326
$13.7K
|