Purchases and Sales Made in Q4 2021 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
8.66KNew |
$228K - $259K
|
8.66K
$372K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
8.29K+ 5.36% |
$219K - $248K
|
163K
$7M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.11KNew |
$214K - $242K
|
8.11K
$349K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
7.97KNew |
$210K - $238K
|
7.97K
$343K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.55K+ 10.32% |
$199K - $226K
|
80.8K
$3.47M
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
7.55KNew |
$199K - $225K
|
7.55K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.33KNew |
$193K - $219K
|
7.33K
$315K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.83K+ 97.6% |
$180K - $204K
|
13.8K
$595K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.52K+ 12.74% |
$172K - $195K
|
57.8K
$2.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.33K+ 4.15% |
$167K - $189K
|
159K
$6.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.16K+ 2.21% |
$162K - $184K
|
285K
$12.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.23K+ 779.28% |
$138K - $156K
|
5.9K
$254K
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
4.31K+ 2.85% |
$114K - $129K
|
155K
$6.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3.78K+ 7.46% |
$99.5K - $113K
|
54.4K
$2.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
3.15K+ 2.82% |
$82.9K - $93.9K
|
115K
$4.93M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
3K+ 36.59% |
$79.1K - $89.6K
|
11.2K
$482K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.77K+ 24.57% |
$73K - $82.7K
|
14K
$604K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
2.74K+ 22.5% |
$72.1K - $81.7K
|
14.9K
$640K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2.5KNew |
$66K - $74.7K
|
2.5K
$108K
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.38K+ 1.87% |
$62.6K - $70.9K
|
129K
$5.56M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.36K+ 2567.39% |
$62.3K - $70.5K
|
2.45K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 0.69% |
$54.7K - $61.9K
|
300K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.78K+ 0.59% |
$46.8K - $53K
|
304K
$13.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.63KNew |
$43.1K - $48.8K
|
1.63K
$70.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.56K+ 200.38% |
$41.2K - $46.7K
|
2.34K
$101K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.27KNew |
$33.5K - $38K
|
1.27K
$54.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.18K+ 116.83% |
$31.1K - $35.2K
|
2.19K
$94.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
920New |
$24.3K - $27.5K
|
920
$39.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
858+ 8.38% |
$22.6K - $25.6K
|
11.1K
$477K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
804+ 8.99% |
$21.2K - $24K
|
9.75K
$419K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
803+ 53.64% |
$21.2K - $24K
|
2.3K
$98.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
772+ 14.52% |
$20.4K - $23.1K
|
6.09K
$262K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
731+ 0.68% |
$19.3K - $21.8K
|
107K
$4.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
700+ 3.76% |
$18.5K - $20.9K
|
19.3K
$831K
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
669New |
$17.6K - $20K
|
669
$28.8K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
616New |
$16.2K - $18.4K
|
616
$26.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
566+ 3.44% |
$14.9K - $16.9K
|
17K
$731K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
550New |
$14.5K - $16.4K
|
550
$23.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
529+ 0.51% |
$13.9K - $15.8K
|
105K
$4.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
513New |
$13.5K - $15.3K
|
513
$22.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
457+ 3.71% |
$12.1K - $13.6K
|
12.8K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
444New |
$11.7K - $13.3K
|
444
$19.1K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
418New |
$11K - $12.5K
|
418
$18K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
400New |
$10.5K - $11.9K
|
400
$17.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
361+ 3.64% |
$9.52K - $10.8K
|
10.3K
$442K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
234+ 0.98% |
$6.17K - $6.99K
|
24K
$1.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
218New |
$5.75K - $6.51K
|
218
$9.37K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
212+ 2.49% |
$5.59K - $6.33K
|
8.74K
$376K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
200New |
$5.27K - $5.97K
|
200
$8.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
185+ 123.33% |
$4.88K - $5.52K
|
335
$14.4K
|