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 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.3K- 66.88% |
$128K - $140K
|
1.63K
$67.6K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.03K- 30.07% |
$196K - $213K
|
11.7K
$485K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.17K- 78.35% |
$240K - $261K
|
1.7K
$70.6K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.31K- 35.54% |
$246K - $267K
|
11.4K
$474K
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-9.07K- 48.94% |
$353K - $384K
|
9.46K
$392K
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15.8K- 38.49% |
$614K - $667K
|
25.2K
$1.04M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-39.5K- 61.84% |
$1.54M - $1.67M
|
24.4K
$1.01M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-42K- 19.73% |
$1.64M - $1.78M
|
171K
$7.08M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-55.6K- 95.7% |
$2.16M - $2.35M
|
2.5K
$103K
|