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 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.27K- 15.11% |
$48.9K - $53.5K
|
7.13K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.29K- 43.03% |
$49.5K - $54.3K
|
1.7K
$64.6K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.36K- 29.56% |
$52.3K - $57.3K
|
3.24K
$123K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.45K- 0.5% |
$55.8K - $61.1K
|
291K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.46K- 18.05% |
$56K - $61.4K
|
6.61K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.46K- 12.24% |
$56.1K - $61.5K
|
10.5K
$396K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.57K- 1.14% |
$60.5K - $66.3K
|
137K
$5.18M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.58K- 6.55% |
$60.8K - $66.6K
|
22.6K
$855K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.79K- 12.53% |
$68.9K - $75.5K
|
12.5K
$474K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1.8KClosed |
$69.1K - $75.7K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.8K- 18.51% |
$69.2K - $75.8K
|
7.92K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.84K- 29.45% |
$71K - $77.7K
|
4.42K
$168K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.93K- 14.4% |
$74.2K - $81.3K
|
11.5K
$435K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2K- 9.84% |
$77K - $84.3K
|
18.3K
$695K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.3K- 5.59% |
$88.5K - $97K
|
38.9K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.44K- 22.55% |
$93.9K - $103K
|
8.39K
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.63K- 1.61% |
$101K - $111K
|
161K
$6.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 27.18% |
$104K - $114K
|
7.23K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.73K- 18.27% |
$105K - $115K
|
12.2K
$464K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.74K- 99.67% |
$106K - $116K
|
9
$341
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.8K- 78.36% |
$108K - $118K
|
772
$29.3K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.8K- 5.88% |
$108K - $118K
|
44.8K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-2.84K- 16.11% |
$109K - $120K
|
14.8K
$561K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.03K- 0.49% |
$116K - $128K
|
608K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.06K- 5.49% |
$118K - $129K
|
52.7K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-3.21K- 10.24% |
$123K - $135K
|
28.1K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.32K- 34.59% |
$128K - $140K
|
6.28K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.42K- 13.93% |
$132K - $144K
|
21.1K
$801K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.47K- 31.02% |
$134K - $146K
|
7.73K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.54K- 29.94% |
$136K - $149K
|
8.28K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.13K- 13.31% |
$159K - $174K
|
26.9K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-4.17K- 23.59% |
$160K - $176K
|
13.5K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4.3K- 99.63% |
$165K - $181K
|
16
$607
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.4K- 6.57% |
$169K - $186K
|
62.6K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.61K- 4.05% |
$177K - $194K
|
109K
$4.14M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.7K- 98.06% |
$181K - $198K
|
93
$3.53K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-4.86K- 34.03% |
$187K - $205K
|
9.41K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.87K- 42.04% |
$187K - $205K
|
6.72K
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.48K- 22.25% |
$211K - $231K
|
19.1K
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.49K- 23.89% |
$211K - $231K
|
17.5K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-5.69K- 89.87% |
$219K - $240K
|
641
$24.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5.74K- 45.15% |
$221K - $242K
|
6.98K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.37K- 50.62% |
$245K - $269K
|
6.21K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.82K- 33.82% |
$263K - $288K
|
13.4K
$507K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.86K- 97.28% |
$264K - $289K
|
192
$7.28K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-7.55K- 41.0% |
$291K - $318K
|
10.9K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.95K- 7.76% |
$344K - $377K
|
106K
$4.03M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-9.33K- 21.04% |
$359K - $393K
|
35K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.9K- 97.62% |
$381K - $417K
|
241
$9.14K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.1K- 48.13% |
$388K - $425K
|
10.9K
$412K
|