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 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 92.24% |
$453K - $496K
|
990
$37.6K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.9K- 63.44% |
$457K - $501K
|
6.85K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-12.5K- 59.89% |
$481K - $527K
|
8.37K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.7K- 10.2% |
$488K - $535K
|
112K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 70.09% |
$535K - $586K
|
5.93K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.9KClosed |
$536K - $587K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.5K- 25.16% |
$595K - $651K
|
46K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-15.5K- 97.95% |
$596K - $654K
|
324
$12.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-17.5K- 6.35% |
$674K - $738K
|
258K
$9.79M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.5K- 39.29% |
$790K - $866K
|
31.7K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.7K- 90.87% |
$796K - $872K
|
2.08K
$78.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.8K- 29.25% |
$878K - $962K
|
55.2K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.4K- 20.35% |
$900K - $986K
|
91.5K
$3.47M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.9K- 35.88% |
$918K - $1.01M
|
42.6K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.1K- 19.3% |
$1.04M - $1.14M
|
113K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.2K- 38.66% |
$1.13M - $1.23M
|
46.4K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-30K- 54.82% |
$1.16M - $1.27M
|
24.8K
$939K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-30.4K- 57.38% |
$1.17M - $1.28M
|
22.6K
$856K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-30.7K- 84.97% |
$1.18M - $1.3M
|
5.43K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.4K- 18.66% |
$1.21M - $1.33M
|
137K
$5.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.9K- 13.52% |
$1.27M - $1.39M
|
211K
$7.98M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.3K- 10.69% |
$1.44M - $1.57M
|
312K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-40.8K- 97.75% |
$1.57M - $1.72M
|
940
$35.7K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57K- 65.8% |
$2.19M - $2.4M
|
29.6K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-82.5K- 70.24% |
$3.17M - $3.48M
|
35K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-91.1K- 34.54% |
$3.51M - $3.84M
|
173K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-92.3K- 72.12% |
$3.55M - $3.89M
|
35.7K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-104K- 89.45% |
$3.99M - $4.37M
|
12.2K
$464K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-107K- 86.38% |
$4.11M - $4.5M
|
16.8K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-121K- 83.98% |
$4.67M - $5.12M
|
23.1K
$878K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-125K- 21.46% |
$4.81M - $5.27M
|
458K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-143K- 33.64% |
$5.51M - $6.04M
|
283K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-180K- 94.43% |
$6.93M - $7.59M
|
10.6K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-220K- 22.62% |
$8.45M - $9.26M
|
752K
$28.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-227K- 15.04% |
$8.73M - $9.57M
|
1.28M
$48.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-442K- 57.31% |
$17M - $18.6M
|
329K
$12.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-873K- 99.42% |
$33.6M - $36.8M
|
5.12K
$194K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-920K- 95.99% |
$35.4M - $38.8M
|
38.4K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-934K- 99.14% |
$35.9M - $39.4M
|
8.08K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.29M- 90.49% |
$49.6M - $54.4M
|
136K
$5.14M
|