Purchases and Sales Made in Q1 2023 in Ishares Tr Global Energy ETF (IXC)

IXC Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q1 2023. 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
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

BUY
 -
2.5K
+ 16.68%
$87.4K - $103K
17.5K $753K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.39K
+ 10.52%
$83.4K - $98.3K
25.1K $1.08M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.31K
+ 6.0%
$80.5K - $94.9K
40.7K $1.75M
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
2K
+ 1.88%
$69.8K - $82.3K
108K $4.65M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
1.64K
+ 8.53%
$57.2K - $67.5K
20.9K $897K
May 10, 2023 Q1 2023
Innovis Asset Management LLC

Chicago, IL
BUY
 -
1.57K
+ 3.8%
$54.9K - $64.7K
42.9K $1.84M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.35K
+ 2.8%
$47.2K - $55.6K
49.5K $2.13M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
1.2K
+ 10.27%
$41.9K - $49.4K
12.9K $554K
Apr 11, 2023 Q1 2023
Chesley Taft & Associates LLC

BUY
 -
1.13K
+ 10.0%
$39.5K - $46.5K
12.4K $534K
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.13K
+ 8.32%
$39.4K - $46.5K
14.7K $632K
May 03, 2023 Q1 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
835
New
$29.2K - $34.4K
835 $35.9K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
791
+ 608.46%
$27.6K - $32.6K
921 $39.6K
May 11, 2023 Q1 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
752
+ 3.17%
$26.3K - $31K
24.5K $1.05M
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
750
New
$26.2K - $30.9K
750 $32.3K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
745
+ 0.77%
$26K - $30.7K
97.5K $4.19M
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
700
+ 1.16%
$24.4K - $28.8K
61.1K $2.63M
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
700
+ 6.49%
$24.4K - $28.8K
11.5K $494K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
634
+ 2.53%
$22.1K - $26.1K
25.7K $1.11M
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
540
+ 225.94%
$18.9K - $22.2K
779 $33.5K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
500
New
$17.5K - $20.6K
500 $21.5K
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
470
+ 50.0%
$16.4K - $19.3K
1.41K $60.6K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
425
+ 9.48%
$14.8K - $17.5K
4.91K $211K
May 11, 2023 Q1 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
392
New
$13.7K - $16.1K
392 $16.9K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
326
+ 2.76%
$11.4K - $13.4K
12.1K $522K
Apr 17, 2023 Q1 2023
Derbend Asset Management

BUY
 -
305
+ 0.7%
$10.7K - $12.6K
43.7K $1.88M
May 02, 2023 Q1 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
300
+ 9.38%
$10.5K - $12.4K
3.5K $151K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
286
+ 1.87%
$9.99K - $11.8K
15.6K $671K
Apr 25, 2023 Q1 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
266
+ 2.39%
$9.29K - $11K
11.4K $490K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
249
+ 4.02%
$8.7K - $10.3K
6.44K $277K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
242
+ 0.94%
$8.45K - $9.96K
26.1K $1.12M
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
239
+ 2655.56%
$8.35K - $9.84K
248 $10.7K
May 01, 2023 Q1 2023
Vigilant Capital Management, LLC

BUY
 -
220
+ 39.29%
$7.68K - $9.06K
780 $33.5K
May 12, 2023 Q1 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
189
+ 0.64%
$6.6K - $7.78K
29.9K $1.28M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
175
New
$6.11K - $7.2K
175 $7.53K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
160
New
$5.59K - $6.59K
160 $6.88K
May 03, 2023 Q1 2023
Cookson Peirce & CO Inc

BUY
 -
133
+ 1.17%
$4.64K - $5.48K
11.5K $495K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
132
+ 880.0%
$4.61K - $5.43K
147 $6.32K
Apr 14, 2023 Q1 2023
Wealth Management Partners, LLC

BUY
 -
125
+ 1.79%
$4.37K - $5.15K
7.13K $306K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
101
+ 1.45%
$3.53K - $4.16K
7.07K $304K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
66
+ 942.86%
$2.3K - $2.72K
73 $3.14K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
57
New
$1.99K - $2.35K
57 $2.45K
Apr 25, 2023 Q1 2023
Millburn Ridgefield Corp

BUY
 -
13
+ 59.09%
$454 - $535
35 $1.51K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
6
New
$210 - $247
6 $258
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
1
+ 1.92%
$34.9 - $41.2
53 $2.28K
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-10
- 2.37%
$349 - $412
412 $17.7K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-11
Closed
$384 - $453
0 $0
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-25
- 2.02%
$873 - $1.03K
1.21K $52K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-39
- 0.14%
$1.36K - $1.61K
28.3K $1.22M

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