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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
185New |
$7.37K - $8.28K
|
185
$7.41K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-16- 0.17% |
$638 - $716
|
9.66K
$387K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1New |
$39.9 - $44.8
|
1
$40
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
314+ 1.72% |
$12.5K - $14.1K
|
18.6K
$744K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
87+ 14.48% |
$3.47K - $3.89K
|
688
$27.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
83New |
$3.31K - $3.72K
|
83
$3.32K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-44- 48.89% |
$1.75K - $1.97K
|
46
$1.84K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
27.5KNew |
$1.1M - $1.23M
|
27.5K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
29+ 1.16% |
$1.16K - $1.3K
|
2.53K
$101K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 45.45% |
$199 - $224
|
16
$641
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-579- 10.13% |
$23.1K - $25.9K
|
5.14K
$206K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
211New |
$8.41K - $9.44K
|
211
$8.45K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.84KNew |
$193K - $217K
|
4.84K
$194K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-506- 1.5% |
$20.2K - $22.6K
|
33.2K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 1.69% |
$438 - $492
|
638
$25.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-19.2K- 66.14% |
$766K - $860K
|
9.83K
$394K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-35.5K- 76.27% |
$1.41M - $1.59M
|
11K
$442K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
141New |
$5.62K - $6.31K
|
141
$5.65K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-99.4K- 95.34% |
$3.96M - $4.45M
|
4.86K
$195K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-327- 4.41% |
$13K - $14.6K
|
7.1K
$284K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-51.8K- 98.92% |
$2.06M - $2.32M
|
565
$22.6K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16New |
$638 - $716
|
16
$641
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
92+ 18.33% |
$3.44K - $3.95K
|
594
$23.8K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
112New |
$4.19K - $4.81K
|
112
$4.48K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
19.1KNew |
$714K - $821K
|
19.1K
$766K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43New |
$1.61K - $1.85K
|
43
$1.72K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
145New |
$5.42K - $6.23K
|
145
$5.81K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
866+ 2.24% |
$32.4K - $37.2K
|
39.5K
$1.58M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
5.28K+ 13.06% |
$197K - $227K
|
45.7K
$1.83M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
513New |
$19.2K - $22K
|
513
$20.5K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.4K+ 11.68% |
$52.3K - $60.1K
|
13.4K
$536K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
14New |
$523 - $601
|
14
$561
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.33K+ 5.25% |
$125K - $143K
|
66.9K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.99M- 99.7% |
$74.4M - $85.5M
|
5.9K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
422+ 2.11% |
$15.8K - $18.1K
|
20.4K
$816K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.78K+ 9.36% |
$66.4K - $76.4K
|
20.8K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
24KNew |
$898K - $1.03M
|
24K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.78KNew |
$179K - $205K
|
4.78K
$192K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.46K+ 25.99% |
$54.6K - $62.7K
|
7.08K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
7.5KNew |
$280K - $322K
|
7.5K
$300K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8+ 1.24% |
$299 - $344
|
652
$26.1K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-59- 1.15% |
$2.2K - $2.53K
|
5.06K
$203K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
$374K - $430K
|
10K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.03K+ 12.8% |
$151K - $173K
|
35.5K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.19K+ 16.25% |
$44.4K - $51.1K
|
8.51K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-61.9K- 10.23% |
$2.31M - $2.66M
|
543K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.7K+ 7.28% |
$63.5K - $73K
|
25.1K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.23K+ 18.6% |
$45.9K - $52.8K
|
7.84K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.4K+ 34.38% |
$987K - $1.13M
|
103K
$4.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.7K+ 6.26% |
$625K - $719K
|
284K
$11.4M
|
|