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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-70.8K- 79.03% |
$2.82M - $3.17M
|
18.8K
$808K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-75.4K- 66.98% |
$3.01M - $3.38M
|
37.2K
$1.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-83.6K- 99.27% |
$3.33M - $3.74M
|
613
$26.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-89.1K- 50.08% |
$3.55M - $3.99M
|
88.8K
$3.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-90.2K- 83.55% |
$3.6M - $4.04M
|
17.8K
$764K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-90.2K- 94.15% |
$3.6M - $4.04M
|
5.6K
$241K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-97K- 37.58% |
$3.86M - $4.34M
|
161K
$6.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-99.4K- 95.34% |
$3.96M - $4.45M
|
4.86K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-101K- 93.28% |
$4.04M - $4.53M
|
7.3K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-104K- 29.6% |
$4.13M - $4.63M
|
246K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-104K- 15.17% |
$4.14M - $4.65M
|
581K
$25M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-119K- 26.95% |
$4.73M - $5.31M
|
322K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-135K- 50.11% |
$5.36M - $6.02M
|
134K
$5.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-156K- 87.07% |
$6.23M - $7M
|
23.2K
$999K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-174K- 28.53% |
$6.93M - $7.78M
|
435K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-174K- 50.81% |
$6.93M - $7.78M
|
168K
$7.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-179K- 93.97% |
$7.12M - $7.99M
|
11.5K
$493K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-256K- 97.71% |
$10.2M - $11.5M
|
6K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-263K- 13.9% |
$10.5M - $11.8M
|
1.63M
$70M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-324K- 74.04% |
$12.9M - $14.5M
|
114K
$4.89M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-359K- 61.11% |
$14.3M - $16.1M
|
228K
$9.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-454K- 82.02% |
$18.1M - $20.3M
|
99.4K
$4.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-705K- 90.01% |
$28.1M - $31.6M
|
78.3K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-717K- 30.07% |
$28.6M - $32.1M
|
1.67M
$71.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-795K- 33.78% |
$31.7M - $35.6M
|
1.56M
$67M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-795K- 33.78% |
$31.7M - $35.6M
|
1.56M
$67M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.04M- 90.38% |
$41.4M - $46.5M
|
110K
$4.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.45M- 65.97% |
$57.9M - $65M
|
750K
$32.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.47M- 55.36% |
$58.6M - $65.8M
|
1.19M
$51M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.67M- 96.32% |
$66.6M - $74.8M
|
63.9K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.71M- 91.41% |
$68M - $76.4M
|
160K
$6.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.09M- 89.65% |
$282M - $317M
|
818K
$35.2M
|