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
|
Us Bancorp \De\
|
SELL
|
- |
-259- 43.82% |
$9.57K - $11.2K
|
332
$12.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-269- 18.49% |
$9.94K - $11.6K
|
1.19K
$45K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-278- 2.28% |
$10.3K - $12K
|
11.9K
$452K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-288- 2.31% |
$10.6K - $12.4K
|
12.2K
$462K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-297- 4.53% |
$11K - $12.8K
|
6.26K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-303- 2.55% |
$11.2K - $13K
|
11.6K
$439K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-308- 7.95% |
$11.4K - $13.3K
|
3.57K
$135K
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-319- 1.99% |
$11.8K - $13.7K
|
15.7K
$595K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-334- 98.53% |
$12.3K - $14.4K
|
5
$190
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-336- 96.83% |
$12.4K - $14.5K
|
11
$417
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-347- 16.22% |
$12.8K - $14.9K
|
1.79K
$68K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-350- 1.21% |
$12.9K - $15.1K
|
28.7K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-442- 2.93% |
$16.3K - $19K
|
14.6K
$555K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-449- 3.41% |
$16.6K - $19.3K
|
12.7K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-488- 16.6% |
$18K - $21K
|
2.45K
$93K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-490- 24.5% |
$18.1K - $21.1K
|
1.51K
$57.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-494- 61.9% |
$18.3K - $21.3K
|
304
$11.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-553- 5.84% |
$20.4K - $23.8K
|
8.91K
$338K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-598- 9.83% |
$22.1K - $25.7K
|
5.49K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-605- 0.58% |
$22.4K - $26.1K
|
103K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-687- 2.66% |
$25.4K - $29.6K
|
25.2K
$955K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-700- 7.78% |
$25.9K - $30.1K
|
8.3K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-718- 62.16% |
$26.5K - $30.9K
|
437
$16.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-787- 31.53% |
$29.1K - $33.9K
|
1.71K
$64.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-825- 55.41% |
$30.5K - $35.5K
|
664
$25.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-826- 39.07% |
$30.5K - $35.6K
|
1.29K
$48.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-867- 1.92% |
$32K - $37.3K
|
44.3K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-895- 66.0% |
$33.1K - $38.5K
|
461
$17.5K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-974- 0.86% |
$36K - $41.9K
|
112K
$4.25M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-974- 0.86% |
$36K - $41.9K
|
112K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1K- 10.7% |
$37K - $43.1K
|
8.35K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1K- 6.47% |
$37K - $43.1K
|
14.5K
$548K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1K- 42.92% |
$37K - $43.1K
|
1.33K
$50.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.12K- 4.44% |
$41.4K - $48.2K
|
24.1K
$915K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.13K- 14.12% |
$41.7K - $48.6K
|
6.86K
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.35K- 82.48% |
$49.7K - $58K
|
286
$10.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.4K- 10.94% |
$51.7K - $60.3K
|
11.4K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.45K- 8.74% |
$53.4K - $62.2K
|
15.1K
$572K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.55K- 3.81% |
$57.2K - $66.7K
|
39.1K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 12.35% |
$65.5K - $76.3K
|
12.6K
$477K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.78K- 87.25% |
$65.8K - $76.6K
|
260
$9.86K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.83K- 15.96% |
$67.5K - $78.7K
|
9.62K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.87K- 6.71% |
$69K - $80.4K
|
26K
$985K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.25K- 19.48% |
$83K - $96.7K
|
9.28K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.44K- 66.08% |
$90.1K - $105K
|
1.25K
$47.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.44K- 5.88% |
$90.3K - $105K
|
39.1K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.44K- 22.53% |
$90.3K - $105K
|
8.4K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.5K- 9.22% |
$92.4K - $108K
|
24.6K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.51K- 20.07% |
$92.6K - $108K
|
9.98K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.59K- 1.05% |
$95.8K - $112K
|
243K
$9.23M
|