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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.49M+ 17.88% |
$58.1M - $63.2M
|
9.83M
$423M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
366K+ 255.73% |
$14.2M - $15.5M
|
509K
$21.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
160KNew |
$6.25M - $6.8M
|
160K
$6.9M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
99.8K+ 2945.29% |
$3.89M - $4.23M
|
103K
$4.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
75.2K+ 52.64% |
$2.93M - $3.19M
|
218K
$9.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.1K+ 8.57% |
$2.73M - $2.97M
|
888K
$38.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
44.7K+ 45.49% |
$1.74M - $1.89M
|
143K
$6.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
43.9KNew |
$1.71M - $1.86M
|
43.9K
$1.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.1KNew |
$1.17M - $1.27M
|
30.1K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
27.6K+ 318.83% |
$1.08M - $1.17M
|
36.3K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
27K+ 512.33% |
$1.05M - $1.14M
|
32.3K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
18.1K+ 3.03% |
$705K - $766K
|
614K
$26.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.1K+ 18.19% |
$704K - $766K
|
118K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.7K+ 7.77% |
$690K - $751K
|
246K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.9K+ 107.62% |
$617K - $672K
|
30.6K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15.7KNew |
$611K - $665K
|
15.7K
$675K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
14.6K+ 5.05% |
$568K - $618K
|
303K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
14.5K+ 28.6% |
$564K - $613K
|
65.1K
$2.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
14.1K+ 11.56% |
$550K - $598K
|
136K
$5.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 4.91% |
$470K - $512K
|
258K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
11K+ 22.03% |
$429K - $466K
|
61K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.05K+ 3.05% |
$352K - $383K
|
306K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.71K+ 14.66% |
$339K - $369K
|
68.1K
$2.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7.73KNew |
$301K - $327K
|
7.73K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.7KNew |
$300K - $326K
|
7.7K
$331K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.13KNew |
$278K - $302K
|
7.13K
$307K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6.6K+ 75.43% |
$257K - $279K
|
15.3K
$660K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.42KNew |
$250K - $272K
|
6.42K
$276K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.98K+ 5.41% |
$233K - $253K
|
116K
$5.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.82K+ 16.31% |
$227K - $247K
|
41.5K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.65KNew |
$220K - $239K
|
5.65K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.31K+ 87.28% |
$207K - $225K
|
11.4K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.2KNew |
$202K - $220K
|
5.2K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.01KNew |
$195K - $212K
|
5.01K
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
4.23K+ 5.21% |
$165K - $179K
|
85.5K
$3.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.19K+ 2.94% |
$163K - $177K
|
147K
$6.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.98K+ 9.49% |
$155K - $169K
|
46K
$1.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.9K+ 3.45% |
$152K - $165K
|
117K
$5.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.52K+ 3.52% |
$137K - $149K
|
104K
$4.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
2.57K+ 5.28% |
$100K - $109K
|
51.2K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.49K+ 1.48% |
$96.9K - $105K
|
171K
$7.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.3K+ 6.0% |
$89.7K - $97.5K
|
40.7K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 3.02% |
$84.6K - $92K
|
74.1K
$3.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.08K+ 4.81% |
$80.8K - $87.9K
|
45.2K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 12.94% |
$72K - $78.3K
|
16.1K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.5K+ 2.45% |
$58.4K - $63.5K
|
62.7K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.48K+ 21.38% |
$57.6K - $62.6K
|
8.4K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.44K+ 13.0% |
$56K - $60.9K
|
12.5K
$537K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.43K+ 7.68% |
$55.5K - $60.3K
|
20K
$860K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.41K+ 5.34% |
$54.8K - $59.6K
|
27.7K
$1.19M
|