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 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
285New |
$11K - $12K
|
285
$10.9K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-92- 0.72% |
$3.54K - $3.88K
|
12.6K
$480K
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
17.3K+ 56.96% |
$666K - $730K
|
47.7K
$1.82M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.5K+ 76.08% |
$1.02M - $1.12M
|
61.4K
$2.34M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57K- 65.8% |
$2.19M - $2.4M
|
29.6K
$1.13M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.26K- 3.22% |
$48.4K - $53.1K
|
37.8K
$1.44M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.06K- 5.49% |
$118K - $129K
|
52.7K
$2.01M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-30.7K- 84.97% |
$1.18M - $1.3M
|
5.43K
$207K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-591- 0.52% |
$22.7K - $24.9K
|
113K
$4.31M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.5K- 39.29% |
$790K - $866K
|
31.7K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8- 2.84% |
$308 - $337
|
274
$10.4K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-116- 1.66% |
$4.46K - $4.89K
|
6.88K
$262K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.4K+ 87.59% |
$246K - $270K
|
13.7K
$522K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-435- 2.63% |
$16.7K - $18.3K
|
16.1K
$613K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 3.56% |
$11K - $12.1K
|
7.78K
$296K
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.87K- 42.04% |
$187K - $205K
|
6.72K
$256K
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
16.5KNew |
$635K - $696K
|
16.5K
$629K
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-117- 19.31% |
$4.5K - $4.93K
|
489
$18.6K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-227K- 15.04% |
$8.73M - $9.57M
|
1.28M
$48.8M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-220K- 22.62% |
$8.45M - $9.26M
|
752K
$28.6M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.03K- 0.49% |
$116K - $128K
|
608K
$23.2M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 70.09% |
$535K - $586K
|
5.93K
$226K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.55K+ 6.72% |
$59.7K - $65.4K
|
24.7K
$939K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.79K+ 15.94% |
$261K - $286K
|
49.4K
$1.88M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3K- 81.08% |
$115K - $126K
|
700
$26.7K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.7K+ 64.02% |
$335K - $367K
|
22.3K
$849K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 8.77% |
$2.69K - $2.95K
|
728
$27.7K
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.35KNew |
$206K - $226K
|
5.35K
$204K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-306- 1.47% |
$11.8K - $12.9K
|
20.6K
$784K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.3K+ 15.51% |
$1.51M - $1.66M
|
293K
$11.1M
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.46KNew |
$172K - $188K
|
4.46K
$170K
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
332New |
$12.8K - $14K
|
332
$12.6K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17- 0.11% |
$654 - $717
|
15.1K
$574K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.9K- 63.44% |
$457K - $501K
|
6.85K
$261K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.5K+ 26.13% |
$751K - $823K
|
94.2K
$3.59M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
423+ 2.48% |
$16.3K - $17.8K
|
17.5K
$666K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
169+ 2.76% |
$6.5K - $7.13K
|
6.29K
$240K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.2K+ 116.21% |
$1.16M - $1.27M
|
56.3K
$2.14M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-31.4K- 18.66% |
$1.21M - $1.33M
|
137K
$5.22M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
37.6KNew |
$1.45M - $1.58M
|
37.6K
$1.43M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.2K- 38.66% |
$1.13M - $1.23M
|
46.4K
$1.77M
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
43.8K+ 11.54% |
$1.69M - $1.85M
|
424K
$16.1M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
778K+ 7.68% |
$29.9M - $32.8M
|
10.9M
$416M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-80- 1.96% |
$3.08K - $3.37K
|
4.01K
$153K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
35.6KNew |
$1.37M - $1.5M
|
35.6K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
548New |
$21.1K - $23.1K
|
548
$20.9K
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.19K+ 1.57% |
$84.3K - $92.3K
|
141K
$5.39M
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-182- 96.3% |
$7K - $7.67K
|
7
$267
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.84K- 29.45% |
$71K - $77.7K
|
4.42K
$168K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.1K- 48.13% |
$388K - $425K
|
10.9K
$414K
|