Purchases and Sales Made in Q3 2023 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1M+ 28.39% |
$36.4M - $42.4M
|
4.54M
$191M
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
443K+ 806.8% |
$16M - $18.7M
|
497K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
377KNew |
$13.6M - $15.9M
|
377K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
290KNew |
$10.5M - $12.3M
|
290K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
190KNew |
$6.88M - $8.01M
|
190K
$7.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
129K+ 997.41% |
$4.66M - $5.43M
|
142K
$5.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
95.6KNew |
$3.46M - $4.03M
|
95.6K
$4.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
92.4K+ 18.25% |
$3.35M - $3.9M
|
599K
$25.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
87.2KNew |
$3.16M - $3.68M
|
87.2K
$3.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
85.6K+ 94.22% |
$3.1M - $3.61M
|
176K
$7.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
54.8K+ 10.05% |
$1.98M - $2.31M
|
600K
$25.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
52KNew |
$1.88M - $2.2M
|
52K
$2.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
46.8K+ 150.09% |
$1.69M - $1.97M
|
77.9K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
43.1KNew |
$1.56M - $1.82M
|
43.1K
$1.81M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
42.9KNew |
$1.55M - $1.81M
|
42.9K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
38.2K+ 64.84% |
$1.38M - $1.61M
|
97.1K
$4.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.5KNew |
$1.32M - $1.54M
|
36.5K
$1.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.4K+ 35.05% |
$1.32M - $1.54M
|
140K
$5.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
34.6KNew |
$1.25M - $1.46M
|
34.6K
$1.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.7K+ 14.29% |
$1.11M - $1.3M
|
246K
$10.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
29.2KNew |
$1.06M - $1.23M
|
29.2K
$1.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.1KNew |
$943K - $1.1M
|
26.1K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
26K+ 209.68% |
$941K - $1.1M
|
38.4K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.9K+ 38.92% |
$900K - $1.05M
|
88.7K
$3.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.8K+ 1.41% |
$754K - $878K
|
1.5M
$63M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
19.1K+ 180.32% |
$693K - $808K
|
29.8K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17K+ 97.23% |
$614K - $715K
|
34.4K
$1.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
15.8K+ 4.39% |
$572K - $666K
|
375K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 8.37% |
$494K - $576K
|
177K
$7.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.1K+ 56.41% |
$473K - $551K
|
36.2K
$1.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12.5KNew |
$451K - $526K
|
12.5K
$523K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
12.2KNew |
$440K - $513K
|
12.2K
$510K
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
12KNew |
$435K - $506K
|
12K
$504K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
11.7KNew |
$425K - $495K
|
11.7K
$493K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
11K+ 25.07% |
$398K - $463K
|
54.8K
$2.3M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
9.66K+ 3.08% |
$350K - $407K
|
324K
$13.6M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
9.36KNew |
$339K - $395K
|
9.36K
$393K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
8.84KNew |
$320K - $373K
|
8.84K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.78KNew |
$318K - $370K
|
8.78K
$368K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.76KNew |
$317K - $370K
|
8.76K
$368K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.43K+ 3.44% |
$305K - $356K
|
253K
$10.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.3KNew |
$301K - $350K
|
8.3K
$348K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.91K+ 51.07% |
$286K - $334K
|
23.4K
$982K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.82K+ 69.08% |
$283K - $330K
|
19.1K
$803K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.55KNew |
$274K - $319K
|
7.55K
$317K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
7.26KNew |
$263K - $306K
|
7.26K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.2KNew |
$261K - $304K
|
7.2K
$302K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.14KNew |
$222K - $259K
|
6.14K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.03K+ 8.13% |
$218K - $255K
|
80.3K
$3.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
5.72K+ 10.9% |
$207K - $241K
|
58.2K
$2.44M
|