Purchases and Sales Made in Q1 2023 in Ishares Tr Global Energy ETF (IXC)
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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-113- 1.66% |
$3.95K - $4.65K
|
6.69K
$288K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-314- 51.14% |
$11K - $12.9K
|
300
$12.9K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-360- 5.09% |
$12.6K - $14.8K
|
6.71K
$289K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-362- 6.09% |
$12.6K - $14.9K
|
5.59K
$240K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-400- 53.76% |
$14K - $16.5K
|
344
$14.8K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-413- 0.18% |
$14.4K - $17K
|
224K
$9.62M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-445- 8.29% |
$15.5K - $18.3K
|
4.92K
$212K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-476- 98.96% |
$16.6K - $19.6K
|
5
$215
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-494- 7.27% |
$17.3K - $20.3K
|
6.3K
$271K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-500- 12.67% |
$17.5K - $20.6K
|
3.45K
$148K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-546- 4.78% |
$19.1K - $22.5K
|
10.9K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-547- 3.92% |
$19.1K - $22.5K
|
13.4K
$577K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-580- 90.77% |
$20.3K - $23.9K
|
59
$2.54K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-637- 36.38% |
$22.2K - $26.2K
|
1.11K
$47.9K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-647- 98.63% |
$22.6K - $26.6K
|
9
$387
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-732- 6.55% |
$25.6K - $30.1K
|
10.5K
$449K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-750- 5.54% |
$26.2K - $30.9K
|
12.8K
$549K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-755- 5.28% |
$26.4K - $31.1K
|
13.6K
$583K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-839- 5.46% |
$29.3K - $34.5K
|
14.5K
$625K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-998- 10.08% |
$34.9K - $41.1K
|
8.9K
$383K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.02K- 5.21% |
$35.7K - $42.1K
|
18.6K
$800K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.1K- 7.75% |
$38.4K - $45.3K
|
13.1K
$563K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.14K- 16.02% |
$39.8K - $46.9K
|
5.97K
$257K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.19K- 2.34% |
$41.5K - $48.9K
|
49.6K
$2.13M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.26K- 81.88% |
$43.9K - $51.7K
|
278
$12K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.3K- 1.5% |
$45.4K - $53.5K
|
85.5K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.45K- 0.5% |
$50.7K - $59.8K
|
287K
$12.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.65K- 22.74% |
$57.5K - $67.8K
|
5.6K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.66K- 5.47% |
$57.8K - $68.1K
|
28.6K
$1.23M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.71K- 13.26% |
$59.8K - $70.5K
|
11.2K
$481K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.73K- 8.25% |
$60.5K - $71.3K
|
19.3K
$829K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 3.72% |
$60.7K - $71.6K
|
44.9K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.94K- 17.77% |
$67.7K - $79.9K
|
8.98K
$386K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-2K- 86.96% |
$69.9K - $82.4K
|
300
$12.9K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-2.21K- 25.9% |
$77.1K - $90.9K
|
6.32K
$272K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.32K- 21.68% |
$81K - $95.5K
|
8.38K
$360K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.47K- 5.42% |
$86.2K - $102K
|
43.1K
$1.85M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.64K- 3.83% |
$92.2K - $109K
|
66.3K
$2.85M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-2.76K- 18.7% |
$96.3K - $114K
|
12K
$515K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.82K- 6.32% |
$98.6K - $116K
|
41.9K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.86K- 1.23% |
$99.8K - $118K
|
229K
$9.85M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.7K- 74.02% |
$129K - $152K
|
1.3K
$55.9K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.7K- 3.14% |
$129K - $152K
|
114K
$4.91M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.79K- 2.27% |
$132K - $156K
|
163K
$7.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.8K- 22.66% |
$133K - $156K
|
13K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.16K- 3.3% |
$145K - $171K
|
122K
$5.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-4.65K- 14.49% |
$162K - $191K
|
27.4K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-4.97K- 74.23% |
$174K - $205K
|
1.73K
$74.2K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-5.96K- 13.13% |
$208K - $245K
|
39.5K
$1.7M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.46K- 5.97% |
$260K - $307K
|
117K
$5.05M
|