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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.54K+ 70.18% |
$282K - $324K
|
18.3K
$786K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13New |
$486 - $558
|
13
$559
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.14K+ 28.78% |
$155K - $178K
|
18.5K
$796K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.62K- 18.77% |
$60.4K - $69.4K
|
6.99K
$301K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.98KNew |
$186K - $214K
|
4.98K
$214K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
915+ 15.63% |
$34.2K - $39.3K
|
6.77K
$291K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
9.19KNew |
$343K - $395K
|
9.19K
$395K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
26.8KNew |
$1M - $1.15M
|
26.8K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-14- 58.33% |
$523 - $601
|
10
$430
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
4.99KNew |
$187K - $214K
|
4.99K
$215K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.52K+ 39.74% |
$131K - $151K
|
12.4K
$532K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-17- 13.71% |
$635 - $730
|
107
$4.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.21KNew |
$269K - $309K
|
7.21K
$310K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-139- 92.67% |
$5.19K - $5.97K
|
11
$473
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.06KNew |
$227K - $260K
|
6.06K
$261K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.97KNew |
$298K - $342K
|
7.97K
$343K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.16K+ 50.87% |
$305K - $350K
|
24.2K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-2.3K- 67.65% |
$86K - $98.8K
|
1.1K
$47.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-183- 55.29% |
$6.84K - $7.86K
|
148
$6.36K
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.17K+ 22.12% |
$193K - $222K
|
28.6K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.3K+ 19.51% |
$422K - $485K
|
69.2K
$2.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
666+ 12.61% |
$24.9K - $28.6K
|
5.95K
$256K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.59K+ 20.35% |
$284K - $326K
|
44.9K
$1.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 10.42% |
$388K - $446K
|
110K
$4.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.3K+ 20.38% |
$347K - $399K
|
54.9K
$2.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 36.59% |
$169K - $194K
|
16.9K
$725K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.66K+ 37.86% |
$137K - $157K
|
13.3K
$574K
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
71.6K+ 32.07% |
$2.68M - $3.08M
|
295K
$12.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.57K+ 20.05% |
$58.7K - $67.5K
|
9.41K
$405K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
33.5KNew |
$1.25M - $1.44M
|
33.5K
$1.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-724- 10.53% |
$27.1K - $31.1K
|
6.15K
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-514- 9.56% |
$19.2K - $22.1K
|
4.86K
$209K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.24K+ 33.48% |
$121K - $139K
|
12.9K
$556K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
250New |
$9.34K - $10.7K
|
250
$10.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
33.6KNew |
$1.25M - $1.44M
|
33.6K
$1.44M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.1K+ 38.81% |
$116K - $133K
|
11.1K
$477K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-750- 12.72% |
$28K - $32.2K
|
5.15K
$221K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10.9KNew |
$407K - $468K
|
10.9K
$469K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.18K+ 40.85% |
$119K - $137K
|
11K
$471K
|
|
| Q4 2023 | |||||||
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.44K- 7.62% |
$55.1K - $60.8K
|
17.5K
$753K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.37K- 1.75% |
$52.2K - $57.6K
|
76.6K
$3.29M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
585New |
$22.3K - $24.6K
|
585
$25.2K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
121KNew |
$4.62M - $5.1M
|
121K
$5.21M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
9.27KNew |
$354K - $390K
|
9.27K
$399K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
13New |
$496 - $548
|
13
$559
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.16KNew |
$44.1K - $48.6K
|
1.16K
$49.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-35- 89.74% |
$1.34K - $1.47K
|
4
$172
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$1.03K - $1.14K
|
27
$1.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8New |
$305 - $337
|
8
$344
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
485New |
$18.5K - $20.4K
|
485
$20.9K
|
|