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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-6.1K- 10.11% |
$212K - $258K
|
54.2K
$2.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-26KClosed |
$901K - $1.1M
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
512+ 0.18% |
$17.8K - $21.7K
|
281K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 2.25% |
$139 - $169
|
182
$7.29K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.39K- 16.02% |
$152K - $186K
|
23K
$922K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.09K- 3.13% |
$38K - $46.3K
|
33.9K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
4.97K+ 1.72% |
$173K - $210K
|
295K
$11.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 1.5% |
$624 - $762
|
1.22K
$48.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
248+ 1.86% |
$8.6K - $10.5K
|
13.6K
$545K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
17+ 11.64% |
$590 - $719
|
163
$6.53K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-34- 0.49% |
$1.18K - $1.44K
|
6.96K
$279K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.66KNew |
$196K - $239K
|
5.66K
$227K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
16+ 0.06% |
$555 - $677
|
24.7K
$990K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.1K+ 2.56% |
$38.3K - $46.7K
|
44.3K
$1.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.19K- 14.36% |
$41.2K - $50.3K
|
7.09K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.28K+ 6.66% |
$44.2K - $54K
|
20.4K
$818K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.14K- 31.72% |
$109K - $133K
|
6.76K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-7.05K- 38.47% |
$245K - $298K
|
11.3K
$451K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.44K+ 92.56% |
$50.1K - $61.1K
|
3K
$120K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6.18K+ 1.76% |
$214K - $261K
|
356K
$14.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-447- 50.17% |
$15.5K - $18.9K
|
444
$17.8K
|
|
| Q1 2025 | |||||||
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-3.74K- 33.57% |
$144K - $158K
|
7.41K
$297K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-100- 30.12% |
$3.85K - $4.22K
|
232
$9.29K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.5K- 25.16% |
$595K - $651K
|
46K
$1.84M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
535+ 3.84% |
$20.6K - $22.6K
|
14.5K
$579K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
285New |
$11K - $12K
|
285
$11.4K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-92- 0.72% |
$3.54K - $3.88K
|
12.6K
$505K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
17.3K+ 56.96% |
$666K - $730K
|
47.7K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.06K- 5.49% |
$118K - $129K
|
52.7K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-30.7K- 84.97% |
$1.18M - $1.3M
|
5.43K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-117- 19.31% |
$4.5K - $4.93K
|
489
$19.6K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-435- 2.63% |
$16.7K - $18.3K
|
16.1K
$645K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-227K- 15.04% |
$8.73M - $9.57M
|
1.28M
$51.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-220K- 22.62% |
$8.45M - $9.26M
|
752K
$30.1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.26K- 3.22% |
$48.4K - $53.1K
|
37.8K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57K- 65.8% |
$2.19M - $2.4M
|
29.6K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.5K- 39.29% |
$790K - $866K
|
31.7K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8- 2.84% |
$308 - $337
|
274
$11K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.03K- 0.49% |
$116K - $128K
|
608K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
16.5KNew |
$635K - $696K
|
16.5K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
6.4K+ 87.59% |
$246K - $270K
|
13.7K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.87K- 42.04% |
$187K - $205K
|
6.72K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-306- 1.47% |
$11.8K - $12.9K
|
20.6K
$824K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.3K+ 15.51% |
$1.51M - $1.66M
|
293K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-116- 1.66% |
$4.46K - $4.89K
|
6.88K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 3.56% |
$11K - $12.1K
|
7.78K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 70.09% |
$535K - $586K
|
5.93K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.55K+ 6.72% |
$59.7K - $65.4K
|
24.7K
$987K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.79K+ 15.94% |
$261K - $286K
|
49.4K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-3K- 81.08% |
$115K - $126K
|
700
$28K
|
|