Purchases and Sales Made in Q2 2022 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.22KNew |
$205K - $265K
|
6.22K
$263K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.93KNew |
$195K - $253K
|
5.93K
$251K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.26K+ 4.17% |
$173K - $224K
|
131K
$5.54M
|
|
Aug 15, 2022
Q2 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.2K+ 42.62% |
$171K - $222K
|
17.4K
$735K
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.68KNew |
$154K - $199K
|
4.68K
$198K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.39K+ 3.74% |
$144K - $187K
|
122K
$5.14M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.24K+ 18.49% |
$139K - $181K
|
27.2K
$1.15M
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.1K+ 18.11% |
$135K - $175K
|
26.7K
$1.13M
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
3.2K+ 355.56% |
$105K - $136K
|
4.1K
$173K
|
|
Jul 19, 2022
Q2 2022
|
Verger Capital Management LLC
|
BUY
|
- |
3.17K+ 0.86% |
$104K - $135K
|
371K
$15.7M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.12K+ 39.94% |
$103K - $133K
|
10.9K
$462K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.74K+ 234.65% |
$90K - $117K
|
3.9K
$165K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
2.55K+ 324.55% |
$83.9K - $109K
|
3.34K
$141K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.43K+ 9.48% |
$79.8K - $103K
|
28K
$1.18M
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.34K+ 16.48% |
$77K - $99.7K
|
16.5K
$698K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.08K+ 24.88% |
$68.4K - $88.6K
|
10.4K
$441K
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.97K+ 16.08% |
$64.8K - $83.9K
|
14.2K
$601K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.7KNew |
$55.9K - $72.5K
|
1.7K
$71.8K
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.45K+ 1.27% |
$47.8K - $61.9K
|
115K
$4.87M
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.33K+ 13.11% |
$43.6K - $56.4K
|
11.4K
$483K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.2K+ 10.71% |
$39.6K - $51.3K
|
12.4K
$526K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1K+ 5.55% |
$36.2K - $46.9K
|
21K
$885K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$36.2K - $46.9K
|
1.1K
$46.5K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
955New |
$31.4K - $40.7K
|
955
$40.3K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
931+ 27.84% |
$30.6K - $39.7K
|
4.28K
$181K
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
873+ 1.74% |
$28.7K - $37.2K
|
50.9K
$2.15M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
866New |
$28.5K - $36.9K
|
866
$36.6K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
638New |
$21K - $27.2K
|
638
$26.9K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
529+ 30.54% |
$17.4K - $22.5K
|
2.26K
$95.5K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
517New |
$17K - $22K
|
517
$21.8K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
472+ 21.2% |
$15.5K - $20.1K
|
2.7K
$114K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
470+ 100.0% |
$15.5K - $20K
|
940
$39.7K
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
465New |
$15.3K - $19.8K
|
465
$19.6K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
440New |
$14.5K - $18.7K
|
440
$18.6K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
373New |
$12.3K - $15.9K
|
373
$15.8K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
359+ 5.61% |
$11.8K - $15.3K
|
6.76K
$285K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
340New |
$11.2K - $14.5K
|
340
$14.4K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
335New |
$11K - $14.3K
|
335
$14.1K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
330+ 6.1% |
$10.9K - $14.1K
|
5.74K
$242K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
315+ 3.0% |
$10.4K - $13.4K
|
10.8K
$457K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
253New |
$8.32K - $10.8K
|
253
$10.7K
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
245New |
$8.06K - $10.4K
|
245
$10.3K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
232+ 2.35% |
$7.63K - $9.88K
|
10.1K
$426K
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
216New |
$7.1K - $9.2K
|
216
$9.12K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
200New |
$6.58K - $8.52K
|
200
$8.45K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
179New |
$5.89K - $7.63K
|
179
$7.56K
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
178+ 2.04% |
$5.85K - $7.58K
|
8.91K
$376K
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
170+ 0.81% |
$5.59K - $7.24K
|
21.1K
$890K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
163+ 0.54% |
$5.36K - $6.94K
|
30.3K
$1.28M
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
152+ 2.11% |
$5K - $6.48K
|
7.36K
$311K
|