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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
300New |
$10.5K - $12.6K
|
300
$12.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
57New |
$2K - $2.39K
|
57
$2.45K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
10.5K+ 21.23% |
$369K - $440K
|
59.9K
$2.58M
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
513+ 1.66% |
$18K - $21.5K
|
31.4K
$1.35M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
75New |
$2.64K - $3.15K
|
75
$3.23K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.84KNew |
$183K - $226K
|
5.84K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-10.5K- 60.09% |
$330K - $408K
|
6.99K
$301K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
491+ 0.8% |
$15.4K - $19K
|
61.7K
$2.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.28MNew |
$40.2M - $49.6M
|
1.28M
$55M
|
|
|
Nov 09, 2022
Q3 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-54.3K- 72.34% |
$1.71M - $2.11M
|
20.8K
$893K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
150New |
$4.71K - $5.81K
|
150
$6.45K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-101- 41.22% |
$3.17K - $3.91K
|
144
$6.19K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.38KNew |
$200K - $247K
|
6.38K
$274K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.12K- 19.54% |
$35.2K - $43.5K
|
4.62K
$199K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
38New |
$1.19K - $1.47K
|
38
$1.63K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
103New |
$3.24K - $3.99K
|
103
$4.43K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-6.18KClosed |
$203K - $263K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-616Closed |
$20.3K - $26.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-9.7KClosed |
$319K - $413K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
179New |
$5.89K - $7.63K
|
179
$7.7K
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
216New |
$7.1K - $9.2K
|
216
$9.29K
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-472Closed |
$15.5K - $20.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15.1KNew |
$497K - $643K
|
15.1K
$649K
|
|
|
Aug 15, 2022
Q2 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.2K+ 42.62% |
$171K - $222K
|
17.4K
$748K
|
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-119K- 54.88% |
$3.91M - $5.07M
|
97.8K
$4.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.27KClosed |
$41.8K - $54.2K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-23.8KClosed |
$782K - $1.01M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.85KNew |
$225K - $292K
|
6.85K
$294K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
955New |
$31.4K - $40.7K
|
955
$41.1K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.4KNew |
$344K - $445K
|
10.4K
$449K
|
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
56.8K+ 878.57% |
$1.87M - $2.42M
|
63.3K
$2.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-90.6K- 90.62% |
$2.98M - $3.86M
|
9.38K
$403K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-585- 8.41% |
$19.2K - $24.9K
|
6.37K
$274K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8+ 2.07% |
$263 - $341
|
394
$16.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$36.2K - $46.9K
|
1.1K
$47.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3+ 0.04% |
$98.7 - $128
|
6.99K
$301K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-8.76KClosed |
$288K - $373K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.06K- 9.12% |
$35K - $45.3K
|
10.6K
$456K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-43Closed |
$1.41K - $1.83K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-7.97KClosed |
$262K - $339K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6.59KNew |
$217K - $281K
|
6.59K
$283K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42+ 1.99% |
$1.38K - $1.79K
|
2.16K
$92.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
866New |
$28.5K - $36.9K
|
866
$37.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
200New |
$6.58K - $8.52K
|
200
$8.6K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-211Closed |
$6.94K - $8.99K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-112K- 54.85% |
$3.69M - $4.78M
|
92.3K
$3.97M
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-12Closed |
$395 - $511
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-10.7KClosed |
$351K - $454K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.68KNew |
$154K - $199K
|
4.68K
$201K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-11.5KClosed |
$377K - $488K
|
0
$0
|
|