Purchases and Sales Made in Q1 2025 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q1 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.9K+ 4107.05% |
$381K - $417K
|
10.1K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.99KNew |
$269K - $295K
|
6.99K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
6.85K+ 2.42% |
$264K - $289K
|
290K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.32K+ 5.69% |
$89.4K - $97.9K
|
43.2K
$1.61M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
750+ 0.21% |
$28.9K - $31.6K
|
350K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
670+ 75.28% |
$25.8K - $28.2K
|
1.56K
$58.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
430+ 93.28% |
$16.5K - $18.1K
|
891
$33.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
55+ 0.49% |
$2.12K - $2.32K
|
11.2K
$420K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.19% |
$693 - $759
|
9.35K
$350K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-94- 1.47% |
$3.62K - $3.96K
|
6.3K
$236K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-109- 1.17% |
$4.19K - $4.6K
|
9.24K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-120- 1.38% |
$4.62K - $5.06K
|
8.6K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-182- 70.0% |
$7K - $7.67K
|
78
$2.91K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-195- 92.86% |
$7.5K - $8.22K
|
15
$561
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-304- 4.06% |
$11.7K - $12.8K
|
7.19K
$269K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-468- 1.86% |
$18K - $19.7K
|
24.7K
$924K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-666- 5.85% |
$25.6K - $28.1K
|
10.7K
$401K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.29K- 43.03% |
$49.5K - $54.3K
|
1.7K
$63.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1.8KClosed |
$69.1K - $75.7K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2K- 9.84% |
$77K - $84.3K
|
18.3K
$685K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 27.18% |
$104K - $114K
|
7.23K
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-4.17K- 23.59% |
$160K - $176K
|
13.5K
$504K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.48K- 22.25% |
$211K - $231K
|
19.1K
$715K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.82K- 33.82% |
$263K - $288K
|
13.4K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.9K- 97.62% |
$381K - $417K
|
241
$9.01K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-30.4K- 57.38% |
$1.17M - $1.28M
|
22.6K
$843K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-40.8K- 97.75% |
$1.57M - $1.72M
|
940
$35.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-82.5K- 70.24% |
$3.17M - $3.48M
|
35K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-180K- 94.43% |
$6.93M - $7.59M
|
10.6K
$397K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-873K- 99.42% |
$33.6M - $36.8M
|
5.12K
$191K
|