Purchases and Sales Made in Q3 2025 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Verger Capital Management LLC
|
BUY
|
- |
53.1K+ 11.58% |
$2.09M - $2.28M
|
511K
$20.9M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.7KNew |
$936K - $1.02M
|
23.7K
$967K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
15.7K+ 26.78% |
$620K - $675K
|
74.4K
$3.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7.94K+ 2.83% |
$313K - $341K
|
289K
$11.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.91K+ 1.49% |
$233K - $254K
|
403K
$16.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.81KNew |
$190K - $207K
|
4.81K
$196K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.63K+ 12.25% |
$183K - $199K
|
42.5K
$1.73M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.5K+ 8.68% |
$138K - $150K
|
43.8K
$1.79M
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2.07K+ 0.7% |
$81.6K - $88.9K
|
297K
$12.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.83K+ 3.58% |
$72.3K - $78.7K
|
53K
$2.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.05K+ 5.14% |
$41.4K - $45.1K
|
21.5K
$875K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
954New |
$37.6K - $41K
|
954
$38.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
610+ 3.43% |
$24.1K - $26.2K
|
18.4K
$751K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
460+ 33.92% |
$18.1K - $19.8K
|
1.82K
$74K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
356+ 3.83% |
$14K - $15.3K
|
9.66K
$394K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
300New |
$11.8K - $12.9K
|
300
$12.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
54New |
$2.13K - $2.32K
|
54
$2.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 0.9% |
$1.42K - $1.55K
|
4.05K
$165K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 2.04% |
$39.5 - $43
|
50
$2.04K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
SELL
|
- |
-19- 0.34% |
$750 - $816
|
5.64K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-80- 0.59% |
$3.16K - $3.44K
|
13.4K
$545K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-87- 4.95% |
$3.43K - $3.74K
|
1.67K
$68.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-306- 3.27% |
$12.1K - $13.1K
|
9.06K
$370K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-375- 73.1% |
$14.8K - $16.1K
|
138
$5.63K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-487- 3.48% |
$19.2K - $20.9K
|
13.5K
$550K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-948- 6.97% |
$37.4K - $40.7K
|
12.7K
$516K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.2K- 5.21% |
$47.3K - $51.5K
|
21.8K
$890K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.28K- 18.45% |
$50.7K - $55.1K
|
5.68K
$231K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.7K- 14.35% |
$66.9K - $72.8K
|
10.1K
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.7K- 23.95% |
$107K - $116K
|
8.58K
$350K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.7K- 7.98% |
$107K - $116K
|
31.2K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.95K- 24.22% |
$116K - $127K
|
9.24K
$377K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-3.67K- 14.21% |
$145K - $158K
|
22.2K
$904K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-4.71K- 27.97% |
$186K - $202K
|
12.1K
$494K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.78K- 27.61% |
$188K - $205K
|
12.5K
$511K
|