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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
778K+ 7.68% |
$29.9M - $32.8M
|
10.9M
$414M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
90.2KNew |
$3.47M - $3.8M
|
90.2K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.3K+ 16.28% |
$2.36M - $2.58M
|
438K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
43.8K+ 11.54% |
$1.69M - $1.85M
|
424K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.3K+ 15.51% |
$1.51M - $1.66M
|
293K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
39K+ 17.67% |
$1.5M - $1.64M
|
259K
$9.84M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
37.6KNew |
$1.45M - $1.58M
|
37.6K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
35.6KNew |
$1.37M - $1.5M
|
35.6K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.2K+ 116.21% |
$1.16M - $1.27M
|
56.3K
$2.13M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.5K+ 76.08% |
$1.02M - $1.12M
|
61.4K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
24KNew |
$925K - $1.01M
|
24K
$912K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
21.6KNew |
$830K - $909K
|
21.6K
$818K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.5K+ 26.13% |
$751K - $823K
|
94.2K
$3.57M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
17.3K+ 56.96% |
$666K - $730K
|
47.7K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
16.5KNew |
$635K - $696K
|
16.5K
$626K
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16K+ 6.05% |
$616K - $675K
|
281K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.2K+ 16.0% |
$547K - $599K
|
103K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.4KNew |
$517K - $566K
|
13.4K
$510K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
13.1K+ 16.7% |
$502K - $550K
|
91.2K
$3.46M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.1K+ 38.36% |
$427K - $468K
|
40K
$1.52M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.9K+ 4107.05% |
$381K - $417K
|
10.1K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.24K+ 110.68% |
$355K - $389K
|
17.6K
$667K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.92KNew |
$343K - $376K
|
8.92K
$338K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.7K+ 64.02% |
$335K - $367K
|
22.3K
$845K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.99KNew |
$269K - $295K
|
6.99K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
6.85K+ 2.42% |
$264K - $289K
|
290K
$11M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.79K+ 15.94% |
$261K - $286K
|
49.4K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
6.66K+ 24.24% |
$256K - $281K
|
34.1K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
6.5KNew |
$250K - $274K
|
6.5K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.4K+ 87.59% |
$246K - $270K
|
13.7K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.35KNew |
$206K - $226K
|
5.35K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.33KNew |
$205K - $225K
|
5.33K
$202K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.08KNew |
$195K - $214K
|
5.08K
$193K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
5K+ 33.33% |
$192K - $211K
|
20K
$759K
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5KNew |
$192K - $211K
|
5K
$190K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.99KNew |
$192K - $211K
|
4.99K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.46KNew |
$172K - $188K
|
4.46K
$169K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.43K+ 13.59% |
$171K - $187K
|
37K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.11K+ 7.31% |
$158K - $173K
|
60.3K
$2.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.75K+ 10.58% |
$144K - $158K
|
39.2K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.7KNew |
$142K - $156K
|
3.7K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.58KNew |
$99.1K - $109K
|
2.58K
$97.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$96.2K - $105K
|
2.5K
$94.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.32K+ 5.69% |
$89.4K - $97.9K
|
43.2K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.19K+ 1.57% |
$84.3K - $92.3K
|
141K
$5.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.05KNew |
$78.8K - $86.3K
|
2.05K
$77.6K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.85K+ 17.92% |
$71.1K - $77.9K
|
12.2K
$461K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.65K+ 12.1% |
$63.5K - $69.6K
|
15.3K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.55K+ 6.72% |
$59.7K - $65.4K
|
24.7K
$935K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.29K+ 7.25% |
$49.4K - $54.2K
|
19K
$721K
|