Purchases and Sales Made in Q3 2024 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
43.9KNew |
$1.71M - $1.86M
|
43.9K
$1.82M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.1KNew |
$1.17M - $1.27M
|
30.1K
$1.25M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
27K+ 512.33% |
$1.05M - $1.14M
|
32.3K
$1.34M
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
14.6K+ 5.05% |
$568K - $618K
|
303K
$12.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 4.91% |
$470K - $512K
|
258K
$10.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.05K+ 3.05% |
$352K - $383K
|
306K
$12.7M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.65KNew |
$220K - $239K
|
5.65K
$234K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.9K+ 3.45% |
$152K - $165K
|
117K
$4.84M
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
2.57K+ 5.28% |
$100K - $109K
|
51.2K
$2.12M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.32K+ 1.68% |
$51.3K - $55.8K
|
79.6K
$3.3M
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
594+ 224.15% |
$23.1K - $25.2K
|
859
$35.6K
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
551+ 1.48% |
$21.5K - $23.3K
|
37.7K
$1.56M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
476+ 2.53% |
$18.5K - $20.2K
|
19.3K
$798K
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
364+ 4.94% |
$14.2K - $15.4K
|
7.73K
$320K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
253+ 5.68% |
$9.85K - $10.7K
|
4.71K
$195K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
240New |
$9.35K - $10.2K
|
240
$9.94K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
200+ 1.59% |
$7.79K - $8.47K
|
12.8K
$530K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
152New |
$5.92K - $6.44K
|
152
$6.3K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
102+ 1.1% |
$3.97K - $4.32K
|
9.4K
$390K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
75+ 178.57% |
$2.92K - $3.18K
|
117
$4.85K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
74+ 0.94% |
$2.88K - $3.13K
|
7.99K
$331K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 203.7% |
$2.14K - $2.33K
|
82
$3.4K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
37+ 1.88% |
$1.44K - $1.57K
|
2K
$82.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16+ 0.06% |
$623 - $678
|
26.8K
$1.11M
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14New |
$545 - $593
|
14
$580
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$38.9 - $42.4
|
8.59K
$356K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26- 1.26% |
$1.01K - $1.1K
|
2.04K
$84.5K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-40- 76.92% |
$1.56K - $1.69K
|
12
$497
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-45- 20.64% |
$1.75K - $1.91K
|
173
$7.17K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-54- 51.92% |
$2.1K - $2.29K
|
50
$2.07K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-54- 13.57% |
$2.1K - $2.29K
|
344
$14.3K
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-122- 0.47% |
$4.75K - $5.17K
|
25.9K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-140- 2.97% |
$5.45K - $5.93K
|
4.57K
$189K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-154- 47.83% |
$6K - $6.52K
|
168
$6.96K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-171- 50.44% |
$6.66K - $7.24K
|
168
$6.96K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-257- 15.16% |
$10K - $10.9K
|
1.44K
$59.6K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-399- 2.92% |
$15.5K - $16.9K
|
13.3K
$550K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-511- 8.09% |
$19.9K - $21.6K
|
5.81K
$241K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-646- 75.2% |
$25.2K - $27.4K
|
213
$8.82K
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-780- 2.8% |
$30.4K - $33K
|
27.1K
$1.12M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1K- 5.31% |
$38.9K - $42.4K
|
17.8K
$739K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.09K- 15.66% |
$42.6K - $46.3K
|
5.89K
$244K
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 7.41% |
$48.3K - $52.5K
|
15.5K
$642K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 8.11% |
$49.4K - $53.7K
|
14.4K
$595K
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.47K- 10.28% |
$57K - $62K
|
12.8K
$530K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.73K- 0.48% |
$67.5K - $73.4K
|
359K
$14.9M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.98K- 4.9% |
$76.9K - $83.6K
|
38.3K
$1.59M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.34K- 19.38% |
$91.2K - $99.1K
|
9.74K
$404K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.22K- 99.51% |
$126K - $136K
|
16
$663
|