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 10, 2021
Q2 2021
|
South State Corp
|
SELL
|
- |
-66Closed |
$1.58K - $1.83K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.5KClosed |
$83.9K - $97.2K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
357+ 117.05% |
$8.55K - $9.92K
|
662
$27.8K
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-194Closed |
$4.65K - $5.39K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Waverton Investment Management LTD
|
SELL
|
- |
-19.1KClosed |
$458K - $531K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.61KClosed |
$230K - $267K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-162Closed |
$3.88K - $4.5K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-245Closed |
$5.87K - $6.81K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-525Closed |
$12.6K - $14.6K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-261Closed |
$6.25K - $7.25K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 24, 2021
Q1 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
4.09KNew |
$83.5K - $108K
|
4.09K
$172K
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6.83K+ 47.51% |
$139K - $181K
|
21.2K
$890K
|
|
|
May 14, 2021
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8.37KNew |
$171K - $222K
|
8.37K
$351K
|
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-192Closed |
$3.91K - $5.08K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-200Closed |
$4.08K - $5.29K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Stolper CO
|
SELL
|
- |
-40KClosed |
$816K - $1.06M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 31, 2021
Q4 2020
|
Sws Partners
|
SELL
|
- |
-148KClosed |
$2.24M - $3.32M
|
0
$0
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
364New |
$5.49K - $8.14K
|
364
$15.3K
|
|
|
Feb 17, 2021
Q4 2020
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5K- 49.5% |
$75.4K - $112K
|
5.1K
$214K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$2.26K - $3.36K
|
150
$6.3K
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-182Closed |
$2.74K - $4.07K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.01KClosed |
$15.3K - $22.7K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Sns Financial Group, LLC
|
SELL
|
- |
-73.6KClosed |
$1.11M - $1.65M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Everett Harris & CO
|
BUY
|
- |
10KNew |
$151K - $224K
|
10K
$420K
|
|
|
Feb 03, 2021
Q4 2020
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-10.7KClosed |
$161K - $239K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-4.95KClosed |
$74.6K - $111K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-56.4KClosed |
$851K - $1.26M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-190Closed |
$2.87K - $4.25K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
15.1KNew |
$228K - $338K
|
15.1K
$634K
|
|
|
Jan 27, 2021
Q4 2020
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-444KClosed |
$6.7M - $9.93M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-750Closed |
$12.3K - $15.3K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.18KClosed |
$19.3K - $23.9K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-9Closed |
$148 - $183
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-141KClosed |
$2.32M - $2.88M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-108KClosed |
$1.77M - $2.2M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-928- 46.63% |
$15.2K - $22.1K
|
1.06K
$44.6K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
45+ 5.74% |
$738 - $1.07K
|
829
$34.8K
|
|
|
Aug 13, 2020
Q2 2020
|
Fusion Family Wealth LLC
|
SELL
|
- |
-50Closed |
$820 - $1.19K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-22.3KClosed |
$365K - $531K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-30.7KClosed |
$503K - $732K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.03KClosed |
$49.7K - $72.2K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.24KClosed |
$20.4K - $29.6K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Key F Inancial Inc
|
SELL
|
- |
-258Closed |
$4.23K - $6.15K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$167K - $243K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300Closed |
$4.92K - $7.15K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-23KClosed |
$376K - $547K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Ellevest, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 09, 2024
Q1 2020
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-116Closed |
$1.48K - $3.66K
|
0
$0
|
|
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-917Closed |
$11.7K - $28.9K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-29.8KClosed |
$381K - $941K
|
0
$0
|
|