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 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.33K+ 5.25% |
$125K - $143K
|
66.9K
$2.76M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.99M- 99.7% |
$74.4M - $85.5M
|
5.9K
$243K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
422+ 2.11% |
$15.8K - $18.1K
|
20.4K
$841K
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.78K+ 9.36% |
$66.4K - $76.4K
|
20.8K
$857K
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
24KNew |
$898K - $1.03M
|
24K
$991K
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.78KNew |
$179K - $205K
|
4.78K
$197K
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.46K+ 25.99% |
$54.6K - $62.7K
|
7.08K
$292K
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
7.5KNew |
$280K - $322K
|
7.5K
$309K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8+ 1.24% |
$299 - $344
|
652
$26.9K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-59- 1.15% |
$2.2K - $2.53K
|
5.06K
$209K
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
$374K - $430K
|
10K
$413K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.03K+ 12.8% |
$151K - $173K
|
35.5K
$1.47M
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.19K+ 16.25% |
$44.4K - $51.1K
|
8.51K
$351K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-61.9K- 10.23% |
$2.31M - $2.66M
|
543K
$22.4M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.7K+ 7.28% |
$63.5K - $73K
|
25.1K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.23K+ 18.6% |
$45.9K - $52.8K
|
7.84K
$323K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.4K+ 34.38% |
$987K - $1.13M
|
103K
$4.26M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.7K+ 6.26% |
$625K - $719K
|
284K
$11.7M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.84KNew |
$181K - $208K
|
4.84K
$199K
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11New |
$411 - $472
|
11
$454
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
110+ 0.82% |
$4.11K - $4.72K
|
13.5K
$556K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
643+ 4.7% |
$24K - $27.6K
|
14.3K
$591K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.19KNew |
$157K - $180K
|
4.19K
$173K
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.1K+ 38.8% |
$377K - $433K
|
36.1K
$1.49M
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.93KNew |
$259K - $298K
|
6.93K
$286K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
24.6KNew |
$920K - $1.06M
|
24.6K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-552- 47.22% |
$20.6K - $23.7K
|
617
$25.5K
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.16KNew |
$230K - $265K
|
6.16K
$254K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-8- 3.05% |
$299 - $344
|
254
$10.5K
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-204K- 94.36% |
$7.62M - $8.75M
|
12.2K
$502K
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 17.56% |
$121K - $139K
|
21.6K
$892K
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
16.4K+ 150.61% |
$612K - $704K
|
27.3K
$1.12M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23.3K- 54.57% |
$869K - $999K
|
19.4K
$799K
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-5.66KClosed |
$212K - $243K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
772New |
$28.8K - $33.2K
|
772
$31.8K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
66.8KNew |
$2.5M - $2.87M
|
66.8K
$2.75M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.75KNew |
$215K - $247K
|
5.75K
$237K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
178New |
$6.65K - $7.65K
|
178
$7.34K
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
15.8KNew |
$589K - $676K
|
15.8K
$650K
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.9K+ 22.58% |
$445K - $511K
|
64.7K
$2.67M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
16New |
$598 - $687
|
16
$660
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
49.7KNew |
$1.86M - $2.13M
|
49.7K
$2.05M
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
207+ 2.38% |
$7.74K - $8.89K
|
8.92K
$368K
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.21K+ 40.11% |
$120K - $138K
|
11.2K
$463K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-195- 3.58% |
$7.29K - $8.38K
|
5.25K
$217K
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
41.8KNew |
$1.56M - $1.79M
|
41.8K
$1.72M
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
631+ 9.48% |
$23.6K - $27.1K
|
7.29K
$301K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.85K+ 47.54% |
$106K - $122K
|
8.83K
$364K
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
17.7K+ 15.61% |
$660K - $758K
|
131K
$5.39M
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.92K+ 91.96% |
$333K - $383K
|
18.6K
$768K
|