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 |
---|---|---|---|---|---|---|---|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$5K - $6.09K
|
144
$5.94K
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-26.7K- 16.56% |
$925K - $1.13M
|
134K
$5.54M
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
6.47K+ 92.73% |
$224K - $274K
|
13.4K
$555K
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
140+ 1.71% |
$4.86K - $5.92K
|
8.34K
$344K
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-100- 1.23% |
$3.47K - $4.23K
|
8K
$330K
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
4.99KNew |
$173K - $211K
|
4.99K
$206K
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.75K- 21.06% |
$165K - $201K
|
17.8K
$735K
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.24K+ 17.23% |
$77.7K - $94.8K
|
15.2K
$629K
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.83KNew |
$133K - $162K
|
3.83K
$158K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 0.61% |
$347 - $423
|
1.63K
$67.1K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.04K- 14.64% |
$36.2K - $44.2K
|
6.09K
$251K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-789- 13.4% |
$27.4K - $33.4K
|
5.1K
$210K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.29K- 20.33% |
$149K - $182K
|
16.8K
$694K
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
20+ 1.69% |
$694 - $846
|
1.21K
$49.7K
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-123K- 90.24% |
$4.28M - $5.22M
|
13.3K
$550K
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-63- 1.0% |
$2.19K - $2.67K
|
6.22K
$256K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
440+ 74.07% |
$15.3K - $18.6K
|
1.03K
$42.7K
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2.49K- 24.66% |
$86.3K - $105K
|
7.6K
$314K
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
34.9K+ 8.23% |
$1.21M - $1.48M
|
458K
$18.9M
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
14+ 0.07% |
$486 - $592
|
21.3K
$878K
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-1K- 9.23% |
$34.8K - $42.4K
|
9.87K
$407K
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
15.1K+ 140.84% |
$524K - $639K
|
25.8K
$1.07M
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
10K+ 50.0% |
$347K - $423K
|
30K
$1.24M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.72K+ 1120.18% |
$129K - $157K
|
4.05K
$167K
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
963+ 18.06% |
$33.4K - $40.8K
|
6.3K
$260K
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
24+ 1.7% |
$833 - $1.02K
|
1.43K
$59.1K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3K- 55.15% |
$104K - $127K
|
2.44K
$101K
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 1.72% |
$312 - $381
|
532
$21.9K
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-27K- 77.02% |
$935K - $1.14M
|
8.05K
$332K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-50.4K- 46.18% |
$1.75M - $2.13M
|
58.8K
$2.43M
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.46KNew |
$120K - $146K
|
3.46K
$143K
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-840- 11.34% |
$29.1K - $35.5K
|
6.57K
$271K
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
11K+ 22.99% |
$381K - $464K
|
58.7K
$2.42M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.12K- 12.09% |
$38.7K - $47.3K
|
8.12K
$335K
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
2.7K+ 2.99% |
$93.5K - $114K
|
92.9K
$3.83M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.68K+ 2153.85% |
$58.3K - $71.1K
|
1.76K
$72.5K
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-597- 98.35% |
$20.7K - $25.3K
|
10
$413
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-809- 10.22% |
$28.1K - $34.2K
|
7.11K
$293K
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-6.1K- 10.11% |
$212K - $258K
|
54.2K
$2.24M
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-26KClosed |
$901K - $1.1M
|
0
$0
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
512+ 0.18% |
$17.8K - $21.7K
|
281K
$11.6M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.09K- 3.13% |
$38K - $46.3K
|
33.9K
$1.4M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.39K- 16.02% |
$152K - $186K
|
23K
$950K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 2.25% |
$139 - $169
|
182
$7.51K
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
17+ 11.64% |
$590 - $719
|
163
$6.72K
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
4.97K+ 1.72% |
$173K - $210K
|
295K
$12.2M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 1.5% |
$624 - $762
|
1.22K
$50.4K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-34- 0.49% |
$1.18K - $1.44K
|
6.96K
$287K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
248+ 1.86% |
$8.6K - $10.5K
|
13.6K
$561K
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
16+ 0.06% |
$555 - $677
|
24.7K
$1.02M
|