Purchases and Sales Made in Q4 2022 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
300New |
$10.5K - $12.6K
|
300
$11.7K
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
275New |
$9.67K - $11.5K
|
275
$10.7K
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
275+ 2.62% |
$9.67K - $11.5K
|
10.8K
$422K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
265+ 70.86% |
$9.32K - $11.1K
|
639
$25K
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
253+ 2.84% |
$8.9K - $10.6K
|
9.17K
$358K
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
220+ 64.71% |
$7.74K - $9.24K
|
560
$21.9K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
212+ 2.88% |
$7.45K - $8.9K
|
7.57K
$296K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
195New |
$6.86K - $8.19K
|
195
$7.62K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
175+ 1.77% |
$6.15K - $7.35K
|
10K
$392K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
153+ 2.53% |
$5.38K - $6.42K
|
6.19K
$242K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
136+ 0.68% |
$4.78K - $5.71K
|
20.1K
$784K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100New |
$3.52K - $4.2K
|
100
$3.91K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
75New |
$2.64K - $3.15K
|
75
$2.93K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
75+ 2.07% |
$2.64K - $3.15K
|
3.7K
$145K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
71+ 0.53% |
$2.5K - $2.98K
|
13.5K
$529K
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
70+ 0.5% |
$2.46K - $2.94K
|
14.2K
$554K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
65New |
$2.29K - $2.73K
|
65
$2.54K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
62+ 0.53% |
$2.18K - $2.6K
|
11.7K
$457K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
57New |
$2K - $2.39K
|
57
$2.23K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
54+ 2.98% |
$1.9K - $2.27K
|
1.87K
$73.1K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53+ 1.47% |
$1.86K - $2.22K
|
3.66K
$143K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
38+ 2.28% |
$1.34K - $1.6K
|
1.7K
$66.6K
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
36+ 2.85% |
$1.27K - $1.51K
|
1.3K
$50.8K
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 2.84% |
$1.09K - $1.3K
|
1.12K
$43.9K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 2.93% |
$703 - $840
|
702
$27.4K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
20+ 0.2% |
$703 - $840
|
9.99K
$390K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20New |
$703 - $840
|
20
$782
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 3.03% |
$598 - $714
|
578
$22.6K
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
8+ 3.17% |
$281 - $336
|
260
$10.2K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7New |
$246 - $294
|
7
$274
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 3.23% |
$176 - $210
|
160
$6.25K
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 3.13% |
$176 - $210
|
165
$6.45K
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.01% |
$35.2 - $42
|
9.54K
$373K
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1- 1.89% |
$35.2 - $42
|
52
$2.03K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2- 0.07% |
$70.3 - $84
|
3.04K
$119K
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-28- 56.0% |
$984 - $1.18K
|
22
$860
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-38- 0.7% |
$1.34K - $1.6K
|
5.37K
$210K
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-81- 0.57% |
$2.85K - $3.4K
|
14.1K
$549K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-107- 51.69% |
$3.76K - $4.49K
|
100
$3.91K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-174- 15.05% |
$6.12K - $7.3K
|
982
$38.4K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-185- 55.22% |
$6.5K - $7.77K
|
150
$5.86K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-220- 0.21% |
$7.74K - $9.24K
|
106K
$4.15M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-225- 0.63% |
$7.91K - $9.45K
|
35.3K
$1.38M
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-241- 2.09% |
$8.47K - $10.1K
|
11.3K
$442K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-400- 4.17% |
$14.1K - $16.8K
|
9.19K
$359K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-432- 3.88% |
$15.2K - $18.1K
|
10.7K
$418K
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-433- 7.11% |
$15.2K - $18.2K
|
5.66K
$221K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-434- 64.49% |
$15.3K - $18.2K
|
239
$9.34K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-475- 38.97% |
$16.7K - $19.9K
|
744
$29.1K
|