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 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
807New |
$29.8K - $34.7K
|
807
$33.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
758+ 18.3% |
$28K - $32.6K
|
4.9K
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
732New |
$27K - $31.5K
|
732
$30.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
715+ 4.56% |
$26.4K - $30.8K
|
16.4K
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
676+ 133.07% |
$25K - $29.1K
|
1.18K
$49.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
671+ 5.06% |
$24.8K - $28.9K
|
13.9K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
608+ 4.75% |
$22.5K - $26.2K
|
13.4K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
606New |
$22.4K - $26.1K
|
606
$25.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
597+ 5.84% |
$22.1K - $25.7K
|
10.8K
$449K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
582+ 6.92% |
$21.5K - $25.1K
|
8.99K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
541New |
$20K - $23.3K
|
541
$22.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
507+ 8.29% |
$18.7K - $21.8K
|
6.62K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
496+ 5.23% |
$18.3K - $21.4K
|
9.98K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
485+ 7.39% |
$17.9K - $20.9K
|
7.05K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
441+ 12.09% |
$16.3K - $19K
|
4.09K
$169K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
429New |
$15.9K - $18.5K
|
429
$17.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
425+ 4.63% |
$15.7K - $18.3K
|
9.6K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
404New |
$14.9K - $17.4K
|
404
$16.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
384+ 72.18% |
$14.2K - $16.5K
|
916
$38K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
373New |
$13.8K - $16.1K
|
373
$15.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
365+ 2.11% |
$13.5K - $15.7K
|
17.6K
$731K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
348+ 0.3% |
$12.9K - $15K
|
117K
$4.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
284+ 5.3% |
$10.5K - $12.2K
|
5.64K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
282New |
$10.4K - $12.1K
|
282
$11.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
250New |
$9.24K - $10.8K
|
250
$10.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
226+ 5.63% |
$8.35K - $9.73K
|
4.24K
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
219New |
$8.09K - $9.43K
|
219
$9.08K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
208New |
$7.69K - $8.96K
|
208
$8.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
206New |
$7.61K - $8.87K
|
206
$8.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
203+ 4.94% |
$7.5K - $8.74K
|
4.31K
$179K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
201+ 4.4% |
$7.43K - $8.66K
|
4.77K
$198K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
190+ 0.84% |
$7.02K - $8.18K
|
22.9K
$951K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
189New |
$6.98K - $8.14K
|
189
$7.83K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
188+ 119.75% |
$6.95K - $8.1K
|
345
$14.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
166+ 1.12% |
$6.13K - $7.15K
|
15K
$620K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
162+ 1.41% |
$5.99K - $6.98K
|
11.7K
$484K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
161+ 19.37% |
$5.95K - $6.93K
|
992
$41.1K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
159+ 0.3% |
$5.88K - $6.85K
|
54K
$2.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
148+ 5.68% |
$5.47K - $6.37K
|
2.75K
$114K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
138New |
$5.1K - $5.94K
|
138
$5.72K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
136+ 0.56% |
$5.03K - $5.86K
|
24.5K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
130+ 1.51% |
$4.8K - $5.6K
|
8.72K
$361K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
123+ 1.96% |
$4.54K - $5.3K
|
6.41K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
121+ 1.64% |
$4.47K - $5.21K
|
7.49K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
110+ 0.09% |
$4.06K - $4.74K
|
117K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
90+ 0.22% |
$3.33K - $3.88K
|
41.2K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
81+ 1.39% |
$2.99K - $3.49K
|
5.89K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
77+ 0.78% |
$2.85K - $3.32K
|
9.93K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
63+ 0.5% |
$2.33K - $2.71K
|
12.6K
$523K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
62+ 7.35% |
$2.29K - $2.67K
|
906
$37.6K
|