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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.04K- 14.64% |
$36.2K - $44.2K
|
6.09K
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.09K- 3.13% |
$38K - $46.3K
|
33.9K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.12K- 12.09% |
$38.7K - $47.3K
|
8.12K
$331K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.19K- 14.36% |
$41.2K - $50.3K
|
7.09K
$289K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.34K- 28.25% |
$46.4K - $56.6K
|
3.4K
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.46K- 21.28% |
$50.8K - $62K
|
5.42K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.52K- 1.34% |
$52.8K - $64.4K
|
112K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.67K- 5.27% |
$58.1K - $70.8K
|
30.1K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.91K- 25.45% |
$66.4K - $81K
|
5.61K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.94K- 46.78% |
$67.4K - $82.3K
|
2.21K
$90.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1.96K- 13.12% |
$68.1K - $83.1K
|
13K
$530K
|
|
|
Aug 06, 2025
Q2 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.15K- 27.82% |
$74.5K - $90.9K
|
5.58K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 30.39% |
$76.2K - $93K
|
5.03K
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.35K- 0.81% |
$81.4K - $99.3K
|
288K
$11.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-2.36K- 15.92% |
$81.8K - $99.7K
|
12.4K
$507K
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2.49K- 24.66% |
$86.3K - $105K
|
7.6K
$310K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.5K- 29.82% |
$86.8K - $106K
|
5.89K
$240K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.73K- 2.44% |
$94.6K - $115K
|
109K
$4.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.77K- 5.62% |
$96.2K - $117K
|
46.6K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.86K- 23.39% |
$99.2K - $121K
|
9.37K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.91K- 14.41% |
$101K - $123K
|
17.3K
$705K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3K- 55.15% |
$104K - $127K
|
2.44K
$99.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.04K- 5.76% |
$105K - $129K
|
49.7K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.14K- 31.72% |
$109K - $133K
|
6.76K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4K- 34.87% |
$139K - $169K
|
7.47K
$305K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.06K- 32.44% |
$141K - $172K
|
8.45K
$344K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.29K- 20.33% |
$149K - $182K
|
16.8K
$686K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.36K- 3.74% |
$151K - $185K
|
112K
$4.58M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.39K- 16.02% |
$152K - $186K
|
23K
$939K
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.75K- 21.06% |
$165K - $201K
|
17.8K
$726K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.76K- 27.23% |
$165K - $201K
|
12.7K
$519K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.65K- 32.35% |
$196K - $239K
|
11.8K
$482K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.65K- 10.24% |
$196K - $239K
|
49.6K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.01K- 2.13% |
$208K - $254K
|
277K
$11.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.07K- 15.79% |
$211K - $257K
|
32.4K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-6.1K- 10.11% |
$212K - $258K
|
54.2K
$2.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.63K- 17.91% |
$230K - $281K
|
30.4K
$1.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-7.05K- 38.47% |
$245K - $298K
|
11.3K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.56K- 2.91% |
$262K - $320K
|
252K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.85K- 21.99% |
$272K - $332K
|
27.8K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.27K- 19.38% |
$287K - $350K
|
34.4K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.3K- 1.86% |
$392K - $478K
|
597K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-12.1K- 50.17% |
$418K - $510K
|
12K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-12.5K- 55.63% |
$435K - $531K
|
10K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.8K- 27.55% |
$443K - $541K
|
33.6K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13.9K- 4.46% |
$482K - $589K
|
298K
$12.2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18K- 60.63% |
$623K - $760K
|
11.7K
$475K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-26KClosed |
$901K - $1.1M
|
0
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-26.7K- 16.56% |
$925K - $1.13M
|
134K
$5.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-27K- 77.02% |
$935K - $1.14M
|
8.05K
$328K
|