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 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
320+ 2.31% |
$9.04K - $11.9K
|
14.2K
$598K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
312+ 5.13% |
$8.81K - $11.6K
|
6.4K
$270K
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
300New |
$8.48K - $11.1K
|
300
$12.7K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
250+ 3.08% |
$7.06K - $9.28K
|
8.36K
$353K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
241New |
$6.81K - $8.94K
|
241
$10.2K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
235+ 1.18% |
$6.64K - $8.72K
|
20.1K
$849K
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
230+ 0.22% |
$6.5K - $8.53K
|
103K
$4.37M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
215+ 136.08% |
$6.07K - $7.98K
|
373
$15.8K
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
211New |
$5.96K - $7.83K
|
211
$8.91K
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
152New |
$4.29K - $5.64K
|
152
$6.42K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
129New |
$3.64K - $4.79K
|
129
$5.45K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
118+ 295.0% |
$3.33K - $4.38K
|
158
$6.67K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
104+ 0.53% |
$2.94K - $3.86K
|
19.9K
$838K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
102+ 10.49% |
$2.88K - $3.78K
|
1.07K
$45.4K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
53New |
$1.5K - $1.97K
|
53
$2.24K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
34+ 0.54% |
$961 - $1.26K
|
6.33K
$267K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
23+ 21.1% |
$650 - $853
|
132
$5.57K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10New |
$283 - $371
|
10
$422
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
6+ 0.27% |
$170 - $223
|
2.2K
$92.7K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.02% |
$113 - $148
|
23.7K
$1M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-10Closed |
$283 - $371
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-39- 1.59% |
$1.1K - $1.45K
|
2.42K
$102K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-42- 0.2% |
$1.19K - $1.56K
|
21.4K
$905K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-55Closed |
$1.55K - $2.04K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-75Closed |
$2.12K - $2.78K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-82Closed |
$2.32K - $3.04K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-85- 38.99% |
$2.4K - $3.15K
|
133
$5.62K
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-97- 0.67% |
$2.74K - $3.6K
|
14.5K
$611K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-129- 5.75% |
$3.64K - $4.79K
|
2.11K
$89.2K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-154- 1.58% |
$4.35K - $5.71K
|
9.59K
$405K
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-177- 66.54% |
$5K - $6.57K
|
89
$3.76K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-200Closed |
$5.65K - $7.42K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-245Closed |
$6.92K - $9.09K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-275- 3.45% |
$7.77K - $10.2K
|
7.71K
$325K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 1.55% |
$8.48K - $11.1K
|
19K
$804K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-335Closed |
$9.46K - $12.4K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-340- 4.5% |
$9.61K - $12.6K
|
7.21K
$304K
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
SELL
|
- |
-400- 30.77% |
$11.3K - $14.8K
|
900
$38K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-418Closed |
$11.8K - $15.5K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-419- 4.08% |
$11.8K - $15.5K
|
9.86K
$417K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-444Closed |
$12.5K - $16.5K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-481- 20.91% |
$13.6K - $17.8K
|
1.82K
$76.8K
|
|
May 16, 2022
Q1 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-506- 5.23% |
$14.3K - $18.8K
|
9.16K
$387K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-513Closed |
$14.5K - $19K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-540- 12.61% |
$15.3K - $20K
|
3.74K
$158K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-726- 3.84% |
$20.5K - $26.9K
|
18.2K
$769K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-885- 14.06% |
$25K - $32.8K
|
5.41K
$229K
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-986Closed |
$27.9K - $36.6K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-988- 8.9% |
$27.9K - $36.7K
|
10.1K
$427K
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.01K- 8.55% |
$28.4K - $37.3K
|
10.8K
$454K
|