Purchases and Sales Made in Q4 2024 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.59KNew |
$318K - $370K
|
8.59K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.56K+ 60.39% |
$279K - $326K
|
20.1K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.52KNew |
$278K - $324K
|
7.52K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.39K+ 71.49% |
$273K - $318K
|
17.7K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.35K+ 64.61% |
$272K - $317K
|
18.7K
$775K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.26K+ 34.59% |
$268K - $313K
|
28.2K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
6.94K+ 5.13% |
$256K - $299K
|
142K
$5.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.33KNew |
$234K - $272K
|
6.33K
$262K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.19KNew |
$229K - $267K
|
6.19K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.13KNew |
$226K - $264K
|
6.13K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.97K+ 5.46% |
$220K - $257K
|
115K
$4.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.86K+ 82.09% |
$217K - $252K
|
13K
$538K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.63K+ 2.18% |
$208K - $242K
|
264K
$10.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.44KNew |
$201K - $234K
|
5.44K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
5.4K+ 19.46% |
$199K - $232K
|
33.1K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.54KNew |
$168K - $195K
|
4.54K
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.3K+ 6.86% |
$159K - $185K
|
67K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.08KNew |
$151K - $176K
|
4.08K
$169K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
3.6K+ 7.02% |
$133K - $155K
|
54.8K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.3KNew |
$122K - $142K
|
3.3K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.57K+ 4.21% |
$94.8K - $110K
|
63.6K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.41K+ 37.54% |
$89.1K - $104K
|
8.84K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.41K+ 29.6% |
$89.1K - $104K
|
10.6K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.22K+ 31.14% |
$82K - $95.6K
|
9.35K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 10.47% |
$70.6K - $82.3K
|
20.2K
$835K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.81K+ 21.17% |
$66.8K - $77.8K
|
10.3K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.8KNew |
$66.6K - $77.6K
|
1.8K
$74.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1.79K+ 1.31% |
$66.3K - $77.2K
|
138K
$5.72M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.73K+ 4.43% |
$64K - $74.5K
|
40.8K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 29.11% |
$60.8K - $70.9K
|
7.3K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.6KNew |
$59.2K - $69K
|
1.6K
$66.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.46K+ 22.02% |
$53.8K - $62.7K
|
8.07K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.44K+ 9.52% |
$53.1K - $61.9K
|
16.5K
$684K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.39K+ 5.64% |
$51.3K - $59.8K
|
26K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.32K+ 40.15% |
$48.6K - $56.7K
|
4.59K
$190K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.31K+ 776.92% |
$48.5K - $56.5K
|
1.48K
$61.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.29K+ 75.53% |
$47.6K - $55.4K
|
2.99K
$124K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.28K+ 3.39% |
$47.3K - $55.1K
|
39K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.25K+ 6.38% |
$46.3K - $54K
|
20.9K
$864K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.19K+ 23.71% |
$43.9K - $51.2K
|
6.2K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 10.18% |
$43.6K - $50.8K
|
12.8K
$528K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.17KNew |
$43.2K - $50.3K
|
1.17K
$48.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.12K+ 5.1% |
$41.4K - $48.2K
|
23.1K
$956K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.1K+ 0.95% |
$40.8K - $47.5K
|
118K
$4.86M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.04KNew |
$38.5K - $44.9K
|
1.04K
$43.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.04KNew |
$38.3K - $44.6K
|
1.04K
$42.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 3.45% |
$38.2K - $44.5K
|
31K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
956+ 4.39% |
$35.3K - $41.2K
|
22.8K
$941K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
919+ 14.18% |
$34K - $39.6K
|
7.4K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
814New |
$30.1K - $35.1K
|
814
$33.7K
|