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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.31K- 35.54% |
$246K - $267K
|
11.4K
$474K
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-9.07K- 48.94% |
$353K - $384K
|
9.46K
$392K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-54- 51.92% |
$2.1K - $2.29K
|
50
$2.07K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.65KNew |
$220K - $239K
|
5.65K
$234K
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
2.57K+ 5.28% |
$100K - $109K
|
51.2K
$2.12M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
37+ 1.88% |
$1.44K - $1.57K
|
2K
$82.9K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 203.7% |
$2.14K - $2.33K
|
82
$3.4K
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
43.9KNew |
$1.71M - $1.86M
|
43.9K
$1.82M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 4.91% |
$470K - $512K
|
258K
$10.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16+ 0.06% |
$623 - $678
|
26.8K
$1.11M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.05K+ 3.05% |
$352K - $383K
|
306K
$12.7M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15.8K- 38.49% |
$614K - $667K
|
25.2K
$1.04M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-646- 75.2% |
$25.2K - $27.4K
|
213
$8.82K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.09K- 15.66% |
$42.6K - $46.3K
|
5.89K
$244K
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.9K+ 3.45% |
$152K - $165K
|
117K
$4.84M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.3K- 66.88% |
$128K - $140K
|
1.63K
$67.6K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.17K- 78.35% |
$240K - $261K
|
1.7K
$70.6K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-55.6K- 95.7% |
$2.16M - $2.35M
|
2.5K
$103K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
27K+ 512.33% |
$1.05M - $1.14M
|
32.3K
$1.34M
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14New |
$545 - $593
|
14
$580
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1K- 5.31% |
$38.9K - $42.4K
|
17.8K
$739K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$38.9 - $42.4
|
8.59K
$356K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
253+ 5.68% |
$9.85K - $10.7K
|
4.71K
$195K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 8.11% |
$49.4K - $53.7K
|
14.4K
$595K
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 7.41% |
$48.3K - $52.5K
|
15.5K
$642K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-40- 76.92% |
$1.56K - $1.69K
|
12
$497
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
551+ 1.48% |
$21.5K - $23.3K
|
37.7K
$1.56M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.98K- 4.9% |
$76.9K - $83.6K
|
38.3K
$1.59M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-140- 2.97% |
$5.45K - $5.93K
|
4.57K
$189K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-42K- 19.73% |
$1.64M - $1.78M
|
171K
$7.08M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-511- 8.09% |
$19.9K - $21.6K
|
5.81K
$241K
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.47K- 10.28% |
$57K - $62K
|
12.8K
$530K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-54- 13.57% |
$2.1K - $2.29K
|
344
$14.3K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
74+ 0.94% |
$2.88K - $3.13K
|
7.99K
$331K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
240New |
$9.35K - $10.2K
|
240
$9.94K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
102+ 1.1% |
$3.97K - $4.32K
|
9.4K
$390K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-154- 47.83% |
$6K - $6.52K
|
168
$6.96K
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-122- 0.47% |
$4.75K - $5.17K
|
25.9K
$1.07M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.03K- 30.07% |
$196K - $213K
|
11.7K
$485K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-257- 15.16% |
$10K - $10.9K
|
1.44K
$59.6K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
152New |
$5.92K - $6.44K
|
152
$6.3K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-399- 2.92% |
$15.5K - $16.9K
|
13.3K
$550K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26- 1.26% |
$1.01K - $1.1K
|
2.04K
$84.5K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
30.1KNew |
$1.17M - $1.27M
|
30.1K
$1.25M
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
14.6K+ 5.05% |
$568K - $618K
|
303K
$12.6M
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-39.5K- 61.84% |
$1.54M - $1.67M
|
24.4K
$1.01M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-171- 50.44% |
$6.66K - $7.24K
|
168
$6.96K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
476+ 2.53% |
$18.5K - $20.2K
|
19.3K
$798K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.34K- 19.38% |
$91.2K - $99.1K
|
9.74K
$404K
|