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 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
191+ 9.7% |
$6.78K - $7.66K
|
2.16K
$89.5K
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
400New |
$14.2K - $16K
|
400
$16.6K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-80- 10.67% |
$2.84K - $3.21K
|
670
$27.8K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$35.5 - $40.1
|
3.71K
$153K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
110New |
$3.91K - $4.41K
|
110
$4.56K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.99% |
$497 - $561
|
716
$29.7K
|
|
Q1 2023 | |||||||
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-25- 2.02% |
$873 - $1.03K
|
1.21K
$50.1K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
239+ 2655.56% |
$8.35K - $9.84K
|
248
$10.3K
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
7.07KNew |
$247K - $291K
|
7.07K
$293K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.88K+ 25.53% |
$135K - $160K
|
19.1K
$790K
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.7K- 74.02% |
$129K - $152K
|
1.3K
$53.8K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10- 2.37% |
$349 - $412
|
412
$17.1K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
470+ 50.0% |
$16.4K - $19.3K
|
1.41K
$58.4K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5KNew |
$175K - $206K
|
5K
$207K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-362- 6.09% |
$12.6K - $14.9K
|
5.59K
$231K
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-2K- 86.96% |
$69.9K - $82.4K
|
300
$12.4K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
13+ 59.09% |
$454 - $535
|
35
$1.45K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
160New |
$5.59K - $6.59K
|
160
$6.63K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 1.92% |
$34.9 - $41.2
|
53
$2.2K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
175New |
$6.11K - $7.2K
|
175
$7.25K
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-39.8K- 31.44% |
$1.39M - $1.64M
|
86.9K
$3.6M
|
|
Q4 2022 | |||||||
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.39KClosed |
$225K - $268K
|
0
$0
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
684+ 11.38% |
$24K - $28.7K
|
6.7K
$277K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
775New |
$27.2K - $32.5K
|
775
$32.1K
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-51.5K- 40.34% |
$1.81M - $2.16M
|
76.2K
$3.16M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.3KNew |
$45.5K - $54.4K
|
1.3K
$53.7K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100New |
$3.52K - $4.2K
|
100
$4.14K
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.12K+ 12.18% |
$39.4K - $47.1K
|
10.3K
$428K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
542New |
$19.1K - $22.8K
|
542
$22.5K
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.37KNew |
$294K - $351K
|
8.37K
$347K
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.01% |
$35.2 - $42
|
9.54K
$395K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
525New |
$18.5K - $22K
|
525
$21.8K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.54KNew |
$230K - $275K
|
6.54K
$271K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-185- 55.22% |
$6.5K - $7.77K
|
150
$6.21K
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
438KNew |
$15.4M - $18.4M
|
438K
$18.1M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
542+ 100.0% |
$19.1K - $22.8K
|
1.08K
$44.9K
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.23K- 6.62% |
$78.4K - $93.6K
|
31.5K
$1.3M
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.72K- 75.61% |
$131K - $156K
|
1.2K
$49.7K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20New |
$703 - $840
|
20
$829
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
38+ 2.28% |
$1.34K - $1.6K
|
1.7K
$70.6K
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5.19K- 19.41% |
$182K - $218K
|
21.5K
$893K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
57New |
$2K - $2.39K
|
57
$2.36K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
300New |
$10.5K - $12.6K
|
300
$12.4K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
10.5K+ 21.23% |
$369K - $440K
|
59.9K
$2.48M
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
513+ 1.66% |
$18K - $21.5K
|
31.4K
$1.3M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
75New |
$2.64K - $3.15K
|
75
$3.11K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
491+ 0.8% |
$15.4K - $19K
|
61.7K
$2.56M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-10.5K- 60.09% |
$330K - $408K
|
6.99K
$290K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.84KNew |
$183K - $226K
|
5.84K
$242K
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.28MNew |
$40.2M - $49.6M
|
1.28M
$53M
|