Purchases and Sales Made in Q1 2024 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q1 2024. 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 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.21K+ 40.11% |
$120K - $138K
|
11.2K
$457K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3.21KNew |
$120K - $138K
|
3.21K
$131K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.18K+ 40.85% |
$119K - $137K
|
11K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.15K+ 2116.78% |
$118K - $135K
|
3.3K
$134K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.1K+ 38.81% |
$116K - $133K
|
11.1K
$452K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.99K+ 7.19% |
$112K - $129K
|
44.6K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.91K+ 13.39% |
$109K - $125K
|
24.6K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.86K+ 4.53% |
$107K - $123K
|
66K
$2.69M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.85K+ 19.5% |
$107K - $123K
|
17.5K
$712K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.85K+ 47.54% |
$106K - $122K
|
8.83K
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 72.23% |
$106K - $122K
|
6.75K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
2.66K+ 2.45% |
$99.3K - $114K
|
111K
$4.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.56K+ 24.46% |
$95.7K - $110K
|
13K
$531K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.51KNew |
$93.6K - $108K
|
2.51K
$102K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.44K+ 7.69% |
$91.1K - $105K
|
34.1K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.03K+ 11.71% |
$76K - $87.3K
|
19.4K
$789K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.02K+ 13.36% |
$75.6K - $86.8K
|
17.2K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2K+ 10.8% |
$74.6K - $85.7K
|
20.5K
$834K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.96K+ 9.16% |
$73.1K - $84.1K
|
23.3K
$950K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.95K+ 45.43% |
$73K - $83.9K
|
6.25K
$255K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.91K+ 4.59% |
$71.5K - $82.2K
|
43.6K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.87K+ 17.52% |
$69.8K - $80.2K
|
12.5K
$510K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.83KNew |
$68.4K - $78.6K
|
1.83K
$74.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.8KNew |
$67.2K - $77.2K
|
1.8K
$73.2K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.79K+ 7.2% |
$66.9K - $76.8K
|
26.6K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.78K+ 9.36% |
$66.4K - $76.4K
|
20.8K
$846K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.73KNew |
$64.8K - $74.5K
|
1.73K
$70.6K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.7K+ 7.28% |
$63.5K - $73K
|
25.1K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.57K+ 20.05% |
$58.7K - $67.5K
|
9.41K
$383K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.55K+ 4.31% |
$57.9K - $66.6K
|
37.5K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.46K+ 25.99% |
$54.6K - $62.7K
|
7.08K
$288K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.4K+ 11.68% |
$52.3K - $60.1K
|
13.4K
$545K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.32K+ 13.06% |
$49.2K - $56.5K
|
11.4K
$464K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.27KNew |
$47.5K - $54.5K
|
1.27K
$51.7K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.23K+ 18.6% |
$45.9K - $52.8K
|
7.84K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.2K+ 41.53% |
$44.7K - $51.4K
|
4.08K
$166K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.19K+ 16.25% |
$44.4K - $51.1K
|
8.51K
$346K
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.17K+ 9.74% |
$43.7K - $50.3K
|
13.2K
$537K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
960+ 40.03% |
$35.9K - $41.2K
|
3.36K
$137K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
941+ 10.34% |
$35.2K - $40.4K
|
10K
$409K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
917+ 1.55% |
$34.3K - $39.4K
|
60.2K
$2.45M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
915+ 15.63% |
$34.2K - $39.3K
|
6.77K
$276K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
891+ 62.97% |
$33.3K - $38.3K
|
2.31K
$93.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
866+ 5.79% |
$32.4K - $37.2K
|
15.8K
$645K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
866+ 2.24% |
$32.4K - $37.2K
|
39.5K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
859New |
$32.1K - $36.9K
|
859
$35K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
833+ 7.73% |
$31.1K - $35.8K
|
11.6K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
801+ 0.87% |
$29.9K - $34.4K
|
93.4K
$3.8M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
774New |
$28.9K - $33.2K
|
774
$31.5K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
772New |
$28.8K - $33.2K
|
772
$31.4K
|