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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
130New |
$4.71K - $5.48K
|
130
$5.46K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
951+ 16.5% |
$34.4K - $40.1K
|
6.72K
$282K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.2KNew |
$188K - $219K
|
5.2K
$218K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
132New |
$4.78K - $5.57K
|
132
$5.54K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19.1K- 64.33% |
$680K - $768K
|
10.6K
$446K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-126- 7.3% |
$4.47K - $5.05K
|
1.6K
$67.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-3.75K- 20.93% |
$133K - $150K
|
14.2K
$594K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
524New |
$18.6K - $21K
|
524
$22K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32KNew |
$1.14M - $1.28M
|
32K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
995+ 20.27% |
$35.3K - $39.9K
|
5.9K
$248K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-96- 0.5% |
$3.41K - $3.85K
|
19.1K
$804K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-30- 3.85% |
$1.07K - $1.2K
|
750
$31.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
191+ 9.7% |
$6.78K - $7.66K
|
2.16K
$90.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
400New |
$14.2K - $16K
|
400
$16.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$35.5 - $40.1
|
3.71K
$155K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
110New |
$3.91K - $4.41K
|
110
$4.62K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.99% |
$497 - $561
|
716
$30.1K
|
|
| Q1 2023 | |||||||
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.31K- 62.1% |
$45.8K - $54K
|
800
$33.6K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-25- 2.02% |
$873 - $1.03K
|
1.21K
$50.8K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
239+ 2655.56% |
$8.35K - $9.84K
|
248
$10.4K
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
7.07KNew |
$247K - $291K
|
7.07K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.88K+ 25.53% |
$135K - $160K
|
19.1K
$800K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-3.7K- 74.02% |
$129K - $152K
|
1.3K
$54.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10- 2.37% |
$349 - $412
|
412
$17.3K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5KNew |
$175K - $206K
|
5K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
470+ 50.0% |
$16.4K - $19.3K
|
1.41K
$59.2K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-362- 6.09% |
$12.6K - $14.9K
|
5.59K
$234K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-2K- 86.96% |
$69.9K - $82.4K
|
300
$12.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
13+ 59.09% |
$454 - $535
|
35
$1.47K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
160New |
$5.59K - $6.59K
|
160
$6.72K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 1.92% |
$34.9 - $41.2
|
53
$2.22K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
175New |
$6.11K - $7.2K
|
175
$7.34K
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-39.8K- 31.44% |
$1.39M - $1.64M
|
86.9K
$3.65M
|
|
| 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
$281K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
775New |
$27.2K - $32.5K
|
775
$32.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-51.5K- 40.34% |
$1.81M - $2.16M
|
76.2K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100New |
$3.52K - $4.2K
|
100
$4.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.01% |
$35.2 - $42
|
9.54K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.12K+ 12.18% |
$39.4K - $47.1K
|
10.3K
$433K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.54KNew |
$230K - $275K
|
6.54K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
542New |
$19.1K - $22.8K
|
542
$22.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.37KNew |
$294K - $351K
|
8.37K
$351K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.3KNew |
$45.5K - $54.4K
|
1.3K
$54.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
525New |
$18.5K - $22K
|
525
$22K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-2.23K- 6.62% |
$78.4K - $93.6K
|
31.5K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
438KNew |
$15.4M - $18.4M
|
438K
$18.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.72K- 75.61% |
$131K - $156K
|
1.2K
$50.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
542+ 100.0% |
$19.1K - $22.8K
|
1.08K
$45.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20New |
$703 - $840
|
20
$839
|
|