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, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.5KClosed |
$70.6K - $92.8K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-34.5KClosed |
$975K - $1.28M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
600New |
$17K - $22.3K
|
600
$24K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-2.34KClosed |
$66.2K - $86.9K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-55Closed |
$1.55K - $2.04K
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
400New |
$10.5K - $11.9K
|
400
$16K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-796Closed |
$21K - $23.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-15Closed |
$396 - $448
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-903Closed |
$23.8K - $27K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-119Closed |
$3.14K - $3.55K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
163+ 0.73% |
$4.3K - $4.87K
|
22.5K
$902K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
920New |
$24.3K - $27.5K
|
920
$36.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-142Closed |
$3.74K - $4.24K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-17.9KClosed |
$472K - $535K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-801Closed |
$21.1K - $23.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.05MClosed |
$24.5M - $28.4M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3.3KClosed |
$77K - $89.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.43K- 82.09% |
$56.7K - $65.7K
|
530
$21.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-20.3KClosed |
$474K - $549K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.3% |
$93.4 - $108
|
1.32K
$52.7K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
109New |
$2.54K - $2.95K
|
109
$4.36K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
500New |
$11.7K - $13.5K
|
500
$20K
|
|
| Q2 2021 | |||||||
|
Apr 04, 2024
Q2 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.32MNew |
$31.6M - $36.7M
|
1.32M
$52.9M
|
|
|
Aug 20, 2021
Q2 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
99New |
$2.37K - $2.75K
|
99
$3.96K
|
|
|
Aug 16, 2021
Q2 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-266KClosed |
$6.36M - $7.38M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
26.7KNew |
$639K - $740K
|
26.7K
$1.07M
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-11.6KClosed |
$278K - $322K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.3KClosed |
$79K - $91.6K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10New |
$240 - $278
|
10
$400
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
357+ 117.05% |
$8.55K - $9.92K
|
662
$26.5K
|
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3.5KClosed |
$83.9K - $97.2K
|
0
$0
|
|
|
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
|
Arkadios Wealth Advisors
|
SELL
|
- |
-162Closed |
$3.88K - $4.5K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-9.61KClosed |
$230K - $267K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-525Closed |
$12.6K - $14.6K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-245Closed |
$5.87K - $6.81K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-261Closed |
$6.25K - $7.25K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6.83K+ 47.51% |
$139K - $181K
|
21.2K
$849K
|
|
|
May 14, 2021
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
8.37KNew |
$171K - $222K
|
8.37K
$335K
|
|
|
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
$14.6K
|
|
|
Feb 17, 2021
Q4 2020
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5K- 49.5% |
$75.4K - $112K
|
5.1K
$204K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150New |
$2.26K - $3.36K
|
150
$6.01K
|
|
|
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
|
|