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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.17KNew |
$44.9K - $49.2K
|
1.17K
$44.3K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.14K+ 17.81% |
$43.9K - $48.1K
|
7.55K
$286K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1K+ 0.81% |
$38.6K - $42.3K
|
125K
$4.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
830+ 4.42% |
$31.9K - $35K
|
19.6K
$744K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
750+ 0.21% |
$28.9K - $31.6K
|
350K
$13.3M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
728+ 11.74% |
$28K - $30.7K
|
6.93K
$263K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
670+ 75.28% |
$25.8K - $28.2K
|
1.56K
$59.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
628+ 48.76% |
$24.2K - $26.5K
|
1.92K
$72.7K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
597+ 5970.0% |
$23K - $25.2K
|
607
$23K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
548New |
$21.1K - $23.1K
|
548
$20.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
538+ 99.45% |
$20.7K - $22.7K
|
1.08K
$40.9K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
535+ 3.84% |
$20.6K - $22.6K
|
14.5K
$548K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
497+ 11.72% |
$19.1K - $21K
|
4.74K
$180K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
463New |
$17.8K - $19.5K
|
463
$17.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
430+ 93.28% |
$16.5K - $18.1K
|
891
$33.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
423+ 2.48% |
$16.3K - $17.8K
|
17.5K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
419+ 2.86% |
$16.1K - $17.7K
|
15K
$571K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
404New |
$15.5K - $17K
|
404
$15.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
389New |
$15K - $16.4K
|
389
$14.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
359+ 4.58% |
$13.8K - $15.1K
|
8.2K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
332New |
$12.8K - $14K
|
332
$12.6K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
313+ 3.73% |
$12K - $13.2K
|
8.71K
$330K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
285New |
$11K - $12K
|
285
$10.8K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
249+ 2.9% |
$9.58K - $10.5K
|
8.84K
$335K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
241+ 5.9% |
$9.27K - $10.2K
|
4.32K
$164K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
193New |
$7.43K - $8.14K
|
193
$7.32K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
169+ 2.76% |
$6.5K - $7.13K
|
6.29K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
132New |
$5.08K - $5.57K
|
132
$5.01K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
124+ 0.62% |
$4.77K - $5.23K
|
20.2K
$767K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
105+ 0.9% |
$4.04K - $4.43K
|
11.8K
$447K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
92+ 0.73% |
$3.54K - $3.88K
|
12.7K
$482K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
73New |
$2.81K - $3.08K
|
73
$2.77K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
55+ 0.49% |
$2.12K - $2.32K
|
11.2K
$426K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
48+ 2.66% |
$1.85K - $2.02K
|
1.85K
$70.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.19% |
$693 - $759
|
9.35K
$355K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9New |
$346 - $379
|
9
$341
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8+ 0.07% |
$308 - $337
|
12.2K
$462K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3New |
$115 - $126
|
3
$114
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1New |
$38.5 - $42.2
|
1
$37.9
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1+ 0.02% |
$38.5 - $42.2
|
5.89K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.17% |
$38.5 - $42.2
|
594
$22.5K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8- 2.84% |
$308 - $337
|
274
$10.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-9- 0.89% |
$346 - $379
|
1K
$37.9K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17- 0.11% |
$654 - $717
|
15.1K
$572K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-17- 1.13% |
$654 - $717
|
1.49K
$56.6K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-21- 2.32% |
$808 - $885
|
885
$33.6K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 1.98% |
$1.27K - $1.39K
|
1.64K
$62.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-60- 29.13% |
$2.31K - $2.53K
|
146
$5.54K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-66- 0.49% |
$2.54K - $2.78K
|
13.4K
$508K
|