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 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.87K+ 17.52% |
$69.8K - $80.2K
|
12.5K
$517K
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.47KNew |
$204K - $235K
|
5.47K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.89K+ 37.05% |
$145K - $167K
|
14.4K
$594K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.84K+ 94.43% |
$181K - $208K
|
9.96K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
84+ 6.34% |
$3.14K - $3.61K
|
1.41K
$58.1K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.84KNew |
$218K - $251K
|
5.84K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.26K+ 2.33% |
$122K - $140K
|
143K
$5.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.04KNew |
$226K - $259K
|
6.04K
$249K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
12.4K+ 13.6% |
$462K - $531K
|
103K
$4.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
39K+ 19.1% |
$1.46M - $1.68M
|
243K
$10M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.79K+ 23.95% |
$142K - $163K
|
19.6K
$810K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.8KNew |
$552K - $634K
|
14.8K
$609K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.14K+ 28.78% |
$155K - $178K
|
18.5K
$763K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13New |
$486 - $558
|
13
$536
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.54K+ 70.18% |
$282K - $324K
|
18.3K
$754K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
14.5KNew |
$541K - $622K
|
14.5K
$598K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
866+ 5.79% |
$32.4K - $37.2K
|
15.8K
$653K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.98KNew |
$186K - $214K
|
4.98K
$206K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.62K- 18.77% |
$60.4K - $69.4K
|
6.99K
$288K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
915+ 15.63% |
$34.2K - $39.3K
|
6.77K
$279K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
9.19KNew |
$343K - $395K
|
9.19K
$379K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.52K+ 39.74% |
$131K - $151K
|
12.4K
$510K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-14- 58.33% |
$523 - $601
|
10
$413
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
26.8KNew |
$1M - $1.15M
|
26.8K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-139- 92.67% |
$5.19K - $5.97K
|
11
$454
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.06KNew |
$227K - $260K
|
6.06K
$250K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.16K+ 50.87% |
$305K - $350K
|
24.2K
$998K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.97KNew |
$298K - $342K
|
7.97K
$329K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-2.3K- 67.65% |
$86K - $98.8K
|
1.1K
$45.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.3K+ 19.51% |
$422K - $485K
|
69.2K
$2.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.17K+ 22.12% |
$193K - $222K
|
28.6K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-183- 55.29% |
$6.84K - $7.86K
|
148
$6.11K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
666+ 12.61% |
$24.9K - $28.6K
|
5.95K
$245K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.3K+ 20.38% |
$347K - $399K
|
54.9K
$2.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 10.42% |
$388K - $446K
|
110K
$4.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.66K+ 37.86% |
$137K - $157K
|
13.3K
$550K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 36.59% |
$169K - $194K
|
16.9K
$695K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
33.5KNew |
$1.25M - $1.44M
|
33.5K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.57K+ 20.05% |
$58.7K - $67.5K
|
9.41K
$388K
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
71.6K+ 32.07% |
$2.68M - $3.08M
|
295K
$12.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-724- 10.53% |
$27.1K - $31.1K
|
6.15K
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-514- 9.56% |
$19.2K - $22.1K
|
4.86K
$200K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.24K+ 33.48% |
$121K - $139K
|
12.9K
$533K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
250New |
$9.34K - $10.7K
|
250
$10.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.1K+ 38.81% |
$116K - $133K
|
11.1K
$458K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
33.6KNew |
$1.25M - $1.44M
|
33.6K
$1.38M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.18K+ 40.85% |
$119K - $137K
|
11K
$452K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10.9KNew |
$407K - $468K
|
10.9K
$450K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-750- 12.72% |
$28K - $32.2K
|
5.15K
$212K
|
|
| Q4 2023 | |||||||
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.37K- 1.75% |
$52.2K - $57.6K
|
76.6K
$3.16M
|
|