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 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.04KNew |
$77.6K - $85.7K
|
2.04K
$81K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13KNew |
$495K - $546K
|
13K
$516K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-13.9K- 2.07% |
$529K - $585K
|
655K
$26.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46New |
$1.75K - $1.94K
|
46
$1.83K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-116- 1.54% |
$4.43K - $4.89K
|
7.41K
$295K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26.7KNew |
$1.02M - $1.12M
|
26.7K
$1.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-540- 0.56% |
$20.6K - $22.7K
|
95K
$3.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
16New |
$610 - $674
|
16
$636
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-539- 0.93% |
$20.6K - $22.7K
|
57.7K
$2.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 1.51% |
$153 - $168
|
269
$10.7K
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-5.59K- 5.14% |
$213K - $235K
|
103K
$4.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
72New |
$2.75K - $3.03K
|
72
$2.86K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8.32KNew |
$317K - $350K
|
8.32K
$331K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
121+ 1.61% |
$4.62K - $5.1K
|
7.63K
$303K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
223KNew |
$8.52M - $9.41M
|
223K
$8.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.14KNew |
$272K - $301K
|
7.14K
$284K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.98K+ 33.66% |
$114K - $125K
|
11.8K
$470K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
18.9KNew |
$722K - $797K
|
18.9K
$753K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12New |
$458 - $505
|
12
$477
|
|
| Q3 2023 | |||||||
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-275Closed |
$9.96K - $11.6K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
177New |
$6.41K - $7.47K
|
177
$7.04K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
43.1KNew |
$1.56M - $1.82M
|
43.1K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
190KNew |
$6.88M - $8.01M
|
190K
$7.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
52KNew |
$1.88M - $2.2M
|
52K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
290KNew |
$10.5M - $12.3M
|
290K
$11.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.7K- 7.77% |
$97.8K - $114K
|
32K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-71- 0.17% |
$2.57K - $3K
|
42.5K
$1.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.71KNew |
$98.3K - $115K
|
2.71K
$108K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16- 0.29% |
$579 - $675
|
5.51K
$219K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
432New |
$15.6K - $18.2K
|
432
$17.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.3KNew |
$301K - $350K
|
8.3K
$330K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
260New |
$9.41K - $11K
|
260
$10.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
980New |
$35.5K - $41.3K
|
980
$39K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150New |
$5.43K - $6.33K
|
150
$5.97K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
627New |
$22.7K - $26.5K
|
627
$24.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.1KNew |
$943K - $1.1M
|
26.1K
$1.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
130New |
$4.71K - $5.48K
|
130
$5.17K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
951+ 16.5% |
$34.4K - $40.1K
|
6.72K
$267K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
132New |
$4.78K - $5.57K
|
132
$5.25K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.2KNew |
$188K - $219K
|
5.2K
$207K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-19.1K- 64.33% |
$680K - $768K
|
10.6K
$422K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-126- 7.3% |
$4.47K - $5.05K
|
1.6K
$63.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-3.75K- 20.93% |
$133K - $150K
|
14.2K
$563K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
995+ 20.27% |
$35.3K - $39.9K
|
5.9K
$235K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-96- 0.5% |
$3.41K - $3.85K
|
19.1K
$762K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
524New |
$18.6K - $21K
|
524
$20.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-30- 3.85% |
$1.07K - $1.2K
|
750
$29.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
191+ 9.7% |
$6.78K - $7.66K
|
2.16K
$86K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
400New |
$14.2K - $16K
|
400
$15.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$35.5 - $40.1
|
3.71K
$147K
|
|