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 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11+ 1.84% |
$382 - $466
|
609
$24.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 1.72% |
$312 - $381
|
532
$21.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 2.25% |
$139 - $169
|
182
$7.42K
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
3+ 0.93% |
$104 - $127
|
327
$13.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 2.67% |
$69.4 - $84.6
|
77
$3.14K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.08% |
$34.7 - $42.3
|
1.24K
$50.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 1.68% |
$139 - $169
|
234
$9.54K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4- 21.05% |
$139 - $169
|
15
$612
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-9- 0.08% |
$312 - $381
|
11.8K
$480K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 0.61% |
$347 - $423
|
1.63K
$66.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28- 1.46% |
$971 - $1.18K
|
1.89K
$77K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-34- 0.49% |
$1.18K - $1.44K
|
6.96K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-46- 3.08% |
$1.6K - $1.95K
|
1.45K
$59K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-51- 51.0% |
$1.77K - $2.16K
|
49
$2K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-55- 0.59% |
$1.91K - $2.33K
|
9.3K
$379K
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-63- 1.0% |
$2.19K - $2.67K
|
6.22K
$254K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-69- 0.24% |
$2.39K - $2.92K
|
28.5K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-100- 1.23% |
$3.47K - $4.23K
|
8K
$326K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-115- 79.86% |
$3.99K - $4.87K
|
29
$1.18K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-121- 16.62% |
$4.2K - $5.12K
|
607
$24.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-125- 0.14% |
$4.34K - $5.29K
|
91.1K
$3.71M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-128- 23.15% |
$4.44K - $5.42K
|
425
$17.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-136- 17.62% |
$4.72K - $5.76K
|
636
$25.9K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-141- 58.51% |
$4.89K - $5.97K
|
100
$4.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-161- 0.5% |
$5.59K - $6.81K
|
32.2K
$1.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-185- 34.2% |
$6.42K - $7.83K
|
356
$14.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-268- 97.81% |
$9.3K - $11.3K
|
6
$245
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-288- 4.58% |
$9.99K - $12.2K
|
6.01K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-293- 1.09% |
$10.2K - $12.4K
|
26.6K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-345- 1.6% |
$12K - $14.6K
|
21.2K
$865K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-381- 3.64% |
$13.2K - $16.1K
|
10.1K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-409- 1.15% |
$14.2K - $17.3K
|
35.2K
$1.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-447- 50.17% |
$15.5K - $18.9K
|
444
$18.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-461- 5.21% |
$16K - $19.5K
|
8.38K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-467- 10.43% |
$16.2K - $19.8K
|
4.01K
$164K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-567- 10.43% |
$19.7K - $24K
|
4.87K
$198K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-597- 98.35% |
$20.7K - $25.3K
|
10
$408
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-666- 42.64% |
$23.1K - $28.2K
|
896
$36.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-720- 15.36% |
$25K - $30.5K
|
3.97K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-732- 4.86% |
$25.4K - $31K
|
14.3K
$585K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-785- 6.42% |
$27.2K - $33.2K
|
11.4K
$466K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-789- 13.4% |
$27.4K - $33.4K
|
5.1K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-809- 10.22% |
$28.1K - $34.2K
|
7.11K
$290K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-840- 11.34% |
$29.1K - $35.5K
|
6.57K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-847- 26.17% |
$29.4K - $35.8K
|
2.39K
$97.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-901- 11.59% |
$31.3K - $38.1K
|
6.88K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1K- 9.23% |
$34.8K - $42.4K
|
9.87K
$402K
|