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 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 8.77% |
$2.69K - $2.95K
|
728
$27.6K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-72- 0.72% |
$2.77K - $3.04K
|
9.91K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-80- 1.96% |
$3.08K - $3.37K
|
4.01K
$152K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-84- 1.76% |
$3.23K - $3.54K
|
4.69K
$178K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-85- 0.07% |
$3.27K - $3.58K
|
117K
$4.44M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-92- 0.72% |
$3.54K - $3.88K
|
12.6K
$478K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-94- 1.47% |
$3.62K - $3.96K
|
6.3K
$239K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-100- 30.12% |
$3.85K - $4.22K
|
232
$8.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-102- 21.56% |
$3.92K - $4.3K
|
371
$14.1K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-104- 30.14% |
$4K - $4.38K
|
241
$9.14K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-105- 0.55% |
$4.04K - $4.43K
|
18.8K
$715K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-109- 1.17% |
$4.19K - $4.6K
|
9.24K
$350K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-109- 0.38% |
$4.19K - $4.6K
|
28.6K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-111- 16.72% |
$4.27K - $4.68K
|
553
$21K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-116- 1.66% |
$4.46K - $4.89K
|
6.88K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-117- 19.31% |
$4.5K - $4.93K
|
489
$18.5K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-118- 50.64% |
$4.54K - $4.97K
|
115
$4.36K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-120- 1.38% |
$4.62K - $5.06K
|
8.6K
$326K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-140- 0.85% |
$5.39K - $5.9K
|
16.2K
$616K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-173- 11.67% |
$6.66K - $7.29K
|
1.31K
$49.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-176- 90.26% |
$6.77K - $7.42K
|
19
$721
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-182- 96.3% |
$7K - $7.67K
|
7
$266
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-182- 70.0% |
$7K - $7.67K
|
78
$2.96K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-195- 92.86% |
$7.5K - $8.22K
|
15
$569
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-200- 2.41% |
$7.7K - $8.43K
|
8.1K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-230- 5.49% |
$8.85K - $9.7K
|
3.96K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-230- 12.83% |
$8.85K - $9.7K
|
1.56K
$59.2K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-241- 3.43% |
$9.27K - $10.2K
|
6.78K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-250- 2.42% |
$9.62K - $10.5K
|
10.1K
$383K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-272- 16.71% |
$10.5K - $11.5K
|
1.36K
$51.4K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-280- 66.04% |
$10.8K - $11.8K
|
144
$5.46K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 3.56% |
$11K - $12.1K
|
7.78K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-292- 0.46% |
$11.2K - $12.3K
|
63.3K
$2.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-304- 4.06% |
$11.7K - $12.8K
|
7.19K
$273K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-306- 1.47% |
$11.8K - $12.9K
|
20.6K
$781K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-370- 1.85% |
$14.2K - $15.6K
|
19.7K
$746K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-435- 2.63% |
$16.7K - $18.3K
|
16.1K
$611K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-468- 1.86% |
$18K - $19.7K
|
24.7K
$938K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-538- 49.86% |
$20.7K - $22.7K
|
541
$20.5K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-591- 0.52% |
$22.7K - $24.9K
|
113K
$4.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-607- 2.77% |
$23.4K - $25.6K
|
21.3K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-635- 10.0% |
$24.4K - $26.8K
|
5.72K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-666- 5.85% |
$25.6K - $28.1K
|
10.7K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-722- 14.8% |
$27.8K - $30.4K
|
4.16K
$158K
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-737- 4.7% |
$28.4K - $31.1K
|
15K
$567K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-830- 2.94% |
$31.9K - $35K
|
27.4K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-976- 0.86% |
$37.6K - $41.1K
|
112K
$4.25M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.01K- 80.99% |
$39K - $42.8K
|
238
$9.03K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.05K- 9.19% |
$40.4K - $44.3K
|
10.4K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.26K- 3.22% |
$48.4K - $53.1K
|
37.8K
$1.43M
|