Purchases and Sales Made in Q2 2024 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.8K+ 71.13% |
$191K - $215K
|
11.5K
$497K
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
4.56K+ 32.6% |
$182K - $204K
|
18.6K
$798K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.02K+ 49.25% |
$160K - $180K
|
12.2K
$524K
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.88K+ 16.13% |
$154K - $173K
|
27.9K
$1.2M
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.51K+ 11.94% |
$140K - $157K
|
32.9K
$1.41M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.39KNew |
$135K - $152K
|
3.39K
$146K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.35K+ 518.6% |
$133K - $150K
|
3.99K
$172K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.29K+ 9.39% |
$131K - $147K
|
38.4K
$1.65M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.79K+ 54.44% |
$111K - $125K
|
7.9K
$340K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.56K+ 8.61% |
$102K - $115K
|
32.3K
$1.39M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 73.8% |
$81K - $90.9K
|
4.78K
$206K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.95K+ 629.45% |
$77.5K - $87.1K
|
2.25K
$96.9K
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
1.79K+ 1.48% |
$71.2K - $79.9K
|
122K
$5.26M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.7KNew |
$67.6K - $75.9K
|
1.7K
$72.9K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.66K+ 1.49% |
$66.2K - $74.4K
|
113K
$4.86M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.64KNew |
$65.5K - $73.6K
|
1.64K
$70.7K
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.6K+ 40.0% |
$63.8K - $71.6K
|
5.6K
$241K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.57K+ 2.44% |
$62.5K - $70.2K
|
66K
$2.84M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.41K+ 76.99% |
$56.2K - $63.1K
|
3.24K
$139K
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.39K+ 2.1% |
$55.4K - $62.2K
|
67.5K
$2.9M
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.23K+ 1.45% |
$48.8K - $54.8K
|
85.5K
$3.68M
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.1K+ 6.2% |
$43.8K - $49.2K
|
18.8K
$810K
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 10.06% |
$40.3K - $45.2K
|
11.1K
$475K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
895+ 194.14% |
$35.7K - $40.1K
|
1.36K
$58.3K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
890New |
$35.5K - $39.8K
|
890
$38.3K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
798New |
$31.8K - $35.7K
|
798
$34.3K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
789+ 12.15% |
$31.4K - $35.3K
|
7.28K
$313K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
708+ 2.2% |
$28.2K - $31.7K
|
32.9K
$1.41M
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
680+ 9.93% |
$27.1K - $30.4K
|
7.53K
$324K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
661New |
$26.3K - $29.6K
|
661
$28.4K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
655+ 885.14% |
$26.1K - $29.3K
|
729
$31.3K
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
600+ 10.49% |
$23.9K - $26.9K
|
6.32K
$272K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
512+ 1.23% |
$20.4K - $22.9K
|
42.1K
$1.81M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
500+ 5.54% |
$19.9K - $22.4K
|
9.53K
$410K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
488+ 19.63% |
$19.5K - $21.8K
|
2.97K
$128K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
454+ 1.92% |
$18.1K - $20.3K
|
24.1K
$1.03M
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
444+ 93.47% |
$17.7K - $19.9K
|
919
$39.5K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
372+ 271.53% |
$14.8K - $16.7K
|
509
$21.9K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
371+ 3.2% |
$14.8K - $16.6K
|
12K
$515K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
368+ 6.13% |
$14.7K - $16.5K
|
6.38K
$274K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
326+ 2.81% |
$13K - $14.6K
|
11.9K
$513K
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
314+ 1.72% |
$12.5K - $14.1K
|
18.6K
$799K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
286+ 22.2% |
$11.4K - $12.8K
|
1.57K
$67.7K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
280+ 15.68% |
$11.2K - $12.5K
|
2.07K
$88.8K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
262New |
$10.4K - $11.7K
|
262
$11.3K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
256+ 33.07% |
$10.2K - $11.5K
|
1.03K
$44.3K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
255+ 1.08% |
$10.2K - $11.4K
|
23.8K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
243+ 1.7% |
$9.69K - $10.9K
|
14.5K
$623K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
233New |
$9.29K - $10.4K
|
233
$10K
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
211New |
$8.41K - $9.44K
|
211
$9.07K
|