Latest Institutional Transactions on Ishares Tr Global Energy ETF (IXC)
This table provides information on the latest institutional transactions involving Ishares Tr Global Energy ETF (IXC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-109- 0.38% |
$4.19K - $4.6K
|
28.6K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.43K+ 13.59% |
$171K - $187K
|
37K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-934K- 99.14% |
$35.9M - $39.4M
|
8.08K
$300K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.42K- 13.93% |
$132K - $144K
|
21.1K
$784K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.57K- 1.14% |
$60.5K - $66.3K
|
137K
$5.07M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-85- 0.07% |
$3.27K - $3.58K
|
117K
$4.34M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.73K- 18.27% |
$105K - $115K
|
12.2K
$454K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-200- 2.41% |
$7.7K - $8.43K
|
8.1K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-9.33K- 21.04% |
$359K - $393K
|
35K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
73New |
$2.81K - $3.08K
|
73
$2.71K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.11K+ 7.31% |
$158K - $173K
|
60.3K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
597+ 5970.0% |
$23K - $25.2K
|
607
$22.5K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1K+ 0.81% |
$38.6K - $42.3K
|
125K
$4.62M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-107K- 86.38% |
$4.11M - $4.5M
|
16.8K
$625K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
241+ 5.9% |
$9.27K - $10.2K
|
4.32K
$160K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
497+ 11.72% |
$19.1K - $21K
|
4.74K
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.45K- 0.5% |
$55.8K - $61.1K
|
291K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-102- 21.56% |
$3.92K - $4.3K
|
371
$13.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
124+ 0.62% |
$4.77K - $5.23K
|
20.2K
$750K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
359+ 4.58% |
$13.8K - $15.1K
|
8.2K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.61K- 4.05% |
$177K - $194K
|
109K
$4.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.49K- 23.89% |
$211K - $231K
|
17.5K
$648K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
463New |
$17.8K - $19.5K
|
463
$17.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-920K- 95.99% |
$35.4M - $38.8M
|
38.4K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5.74K- 45.15% |
$221K - $242K
|
6.98K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-830- 2.94% |
$31.9K - $35K
|
27.4K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-5.69K- 89.87% |
$219K - $240K
|
641
$23.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-17.5K- 6.35% |
$674K - $738K
|
258K
$9.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
389New |
$15K - $16.4K
|
389
$14.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-7.55K- 41.0% |
$291K - $318K
|
10.9K
$403K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-9- 0.89% |
$346 - $379
|
1K
$37.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-60- 29.13% |
$2.31K - $2.53K
|
146
$5.42K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.01K- 80.99% |
$39K - $42.8K
|
238
$8.83K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.75K+ 10.58% |
$144K - $158K
|
39.2K
$1.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.27K- 15.11% |
$48.9K - $53.5K
|
7.13K
$265K
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
90.2KNew |
$3.47M - $3.8M
|
90.2K
$3.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
404New |
$15.5K - $17K
|
404
$15K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-111- 16.72% |
$4.27K - $4.68K
|
553
$20.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
5K+ 33.33% |
$192K - $211K
|
20K
$742K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.74K- 99.67% |
$106K - $116K
|
9
$334
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-30K- 54.82% |
$1.16M - $1.27M
|
24.8K
$919K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-538- 49.86% |
$20.7K - $22.7K
|
541
$20.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.54K- 29.94% |
$136K - $149K
|
8.28K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
830+ 4.42% |
$31.9K - $35K
|
19.6K
$728K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.92KNew |
$343K - $376K
|
8.92K
$331K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-84- 1.76% |
$3.23K - $3.54K
|
4.69K
$174K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.46K- 18.05% |
$56K - $61.4K
|
6.61K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-176- 90.26% |
$6.77K - $7.42K
|
19
$705
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-105- 0.55% |
$4.04K - $4.43K
|
18.8K
$699K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.63K- 1.61% |
$101K - $111K
|
161K
$5.98M
|