Purchases and Sales Made in Q4 2023 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.42K+ 4.44% |
$245K - $270K
|
151K
$6.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.99KNew |
$228K - $252K
|
5.99K
$257K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
5.85KNew |
$223K - $247K
|
5.85K
$252K
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
5.66KNew |
$216K - $238K
|
5.66K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.62KNew |
$214K - $237K
|
5.62K
$242K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
5.28KNew |
$201K - $222K
|
5.28K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.18KNew |
$198K - $218K
|
5.18K
$223K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.12KNew |
$195K - $216K
|
5.12K
$220K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.12KNew |
$195K - $216K
|
5.12K
$220K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.94K+ 68.1% |
$189K - $208K
|
12.2K
$525K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.84K+ 24.19% |
$185K - $204K
|
24.8K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.75KNew |
$181K - $200K
|
4.75K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.39K+ 3427.34% |
$167K - $185K
|
4.52K
$194K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.39KNew |
$167K - $185K
|
4.39K
$189K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4.29KNew |
$164K - $181K
|
4.29K
$185K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.23K+ 21.17% |
$161K - $178K
|
24.2K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
4.09KNew |
$156K - $172K
|
4.09K
$176K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3.98KNew |
$152K - $167K
|
3.98K
$171K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
3.93K+ 10.41% |
$150K - $165K
|
41.7K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.92KNew |
$149K - $165K
|
3.92K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.58K+ 30.97% |
$137K - $151K
|
15.1K
$651K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.38KNew |
$129K - $142K
|
3.38K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3K+ 7.81% |
$114K - $126K
|
41.4K
$1.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.98K+ 33.66% |
$114K - $125K
|
11.8K
$508K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.88KNew |
$110K - $121K
|
2.88K
$124K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.59K+ 2.16% |
$99K - $109K
|
122K
$5.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.46KNew |
$93.9K - $104K
|
2.46K
$106K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.4KNew |
$91.5K - $101K
|
2.4K
$103K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.23K+ 46.94% |
$85.2K - $94.1K
|
6.99K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.16KNew |
$82.4K - $91K
|
2.16K
$92.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.1K+ 29.97% |
$80K - $88.4K
|
9.1K
$391K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.04KNew |
$77.9K - $86K
|
2.04K
$87.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.04KNew |
$77.6K - $85.7K
|
2.04K
$87.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.75K+ 4.78% |
$66.6K - $73.6K
|
38.3K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.73K+ 28.22% |
$66.2K - $73K
|
7.88K
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.65K+ 1.45% |
$62.8K - $69.3K
|
115K
$4.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.51K+ 18.92% |
$57.6K - $63.6K
|
9.49K
$408K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.5K+ 11.08% |
$57.1K - $63K
|
15K
$645K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.49K+ 7.55% |
$56.7K - $62.6K
|
21.2K
$910K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.4K+ 11.5% |
$53.3K - $58.8K
|
13.5K
$583K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.39KNew |
$52.9K - $58.4K
|
1.39K
$59.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.37K+ 11.38% |
$52.1K - $57.5K
|
13.4K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.33KNew |
$50.5K - $55.8K
|
1.33K
$57K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.3K+ 1109.4% |
$49.5K - $54.7K
|
1.42K
$60.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.28KNew |
$48.8K - $53.8K
|
1.28K
$55K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.26K+ 7.62% |
$48.1K - $53.1K
|
17.8K
$765K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.18KNew |
$44.8K - $49.5K
|
1.18K
$50.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.17KNew |
$44.6K - $49.2K
|
1.17K
$50.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.16KNew |
$44.1K - $48.6K
|
1.16K
$49.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.15KNew |
$43.9K - $48.4K
|
1.15K
$49.5K
|