Purchases and Sales Made in Q2 2025 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.49K+ 2.35% |
$51.7K - $63.1K
|
64.8K
$2.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.45K+ 1.17% |
$50.4K - $61.4K
|
126K
$5.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.45K+ 13.63% |
$50.2K - $61.2K
|
12.1K
$492K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.44K+ 92.56% |
$50.1K - $61.1K
|
3K
$122K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.43KNew |
$49.6K - $60.5K
|
1.43K
$58.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.38K+ 10.94% |
$47.8K - $58.4K
|
14K
$570K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.28K+ 6.66% |
$44.2K - $54K
|
20.4K
$833K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.18KNew |
$41.1K - $50.1K
|
1.18K
$48.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.1K+ 2.56% |
$38.3K - $46.7K
|
44.3K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
1.02K+ 0.87% |
$35.4K - $43.2K
|
118K
$4.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
963+ 18.06% |
$33.4K - $40.8K
|
6.3K
$257K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
BUY
|
- |
860+ 2.52% |
$29.8K - $36.4K
|
35K
$1.43M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
843+ 12.16% |
$29.2K - $35.7K
|
7.77K
$317K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
684+ 32.93% |
$23.7K - $28.9K
|
2.76K
$113K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
612+ 3.25% |
$21.2K - $25.9K
|
19.5K
$793K
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
512+ 0.18% |
$17.8K - $21.7K
|
281K
$11.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
440+ 74.07% |
$15.3K - $18.6K
|
1.03K
$42.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
419+ 1.11% |
$14.5K - $17.7K
|
38K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
370+ 4.9% |
$12.8K - $15.7K
|
7.92K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
350New |
$12.1K - $14.8K
|
350
$14.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
338+ 7.82% |
$11.7K - $14.3K
|
4.66K
$190K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
310New |
$10.8K - $13.1K
|
310
$12.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
275+ 0.69% |
$9.54K - $11.6K
|
40.3K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
248+ 1.86% |
$8.6K - $10.5K
|
13.6K
$555K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
244New |
$8.46K - $10.3K
|
244
$9.95K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
215New |
$7.46K - $9.1K
|
215
$8.77K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$5K - $6.09K
|
144
$5.87K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
142+ 1.06% |
$4.93K - $6.01K
|
13.5K
$552K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
140+ 1.71% |
$4.86K - $5.92K
|
8.34K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
136+ 2.72% |
$4.72K - $5.76K
|
5.13K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
135+ 1.93% |
$4.68K - $5.71K
|
7.11K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
115+ 12.99% |
$3.99K - $4.87K
|
1K
$40.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
113+ 30.46% |
$3.92K - $4.78K
|
484
$19.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
104+ 5200.0% |
$3.61K - $4.4K
|
106
$4.32K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
100+ 0.69% |
$3.47K - $4.23K
|
14.6K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
69+ 0.35% |
$2.39K - $2.92K
|
19.7K
$804K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
60+ 1.22% |
$2.08K - $2.54K
|
4.96K
$202K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
51+ 1.15% |
$1.77K - $2.16K
|
4.47K
$182K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30+ 0.29% |
$1.04K - $1.27K
|
10.4K
$425K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
24+ 1.7% |
$833 - $1.02K
|
1.43K
$58.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21+ 0.4% |
$728 - $889
|
5.32K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
20+ 1.69% |
$694 - $846
|
1.21K
$49.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 1.5% |
$624 - $762
|
1.22K
$49.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
17+ 11.64% |
$590 - $719
|
163
$6.65K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
17New |
$590 - $719
|
17
$693
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
16+ 0.13% |
$555 - $677
|
12.2K
$497K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
16+ 0.06% |
$555 - $677
|
24.7K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
15+ 0.94% |
$520 - $635
|
1.62K
$66K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
14+ 0.07% |
$486 - $592
|
21.3K
$868K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 1.64% |
$416 - $508
|
744
$30.3K
|