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, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.8KNew |
$732K - $854K
|
19.8K
$798K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
159+ 0.3% |
$5.88K - $6.85K
|
54K
$2.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.17KNew |
$43.2K - $50.3K
|
1.17K
$47K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
9+ 0.9% |
$333 - $388
|
1.01K
$40.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
942KNew |
$34.8M - $40.6M
|
942K
$37.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.9K- 0.98% |
$107K - $125K
|
292K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
166+ 1.12% |
$6.13K - $7.15K
|
15K
$602K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-119K- 69.4% |
$4.38M - $5.11M
|
52.3K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.35K- 82.48% |
$49.7K - $58K
|
286
$11.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-259- 43.82% |
$9.57K - $11.2K
|
332
$13.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.08KNew |
$151K - $176K
|
4.08K
$164K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.1K- 24.12% |
$410K - $477K
|
34.9K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
429New |
$15.9K - $18.5K
|
429
$17.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
807New |
$29.8K - $34.7K
|
807
$32.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-297- 4.53% |
$11K - $12.8K
|
6.26K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 5.45% |
$111 - $129
|
58
$2.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
299K+ 3.04% |
$11M - $12.9M
|
10.1M
$408M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13.6KNew |
$504K - $587K
|
13.6K
$549K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.65K- 13.87% |
$135K - $157K
|
22.7K
$913K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
11.2KNew |
$413K - $481K
|
11.2K
$450K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.8KNew |
$66.6K - $77.6K
|
1.8K
$72.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.13K- 89.61% |
$190K - $221K
|
595
$23.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-308- 7.95% |
$11.4K - $13.3K
|
3.57K
$144K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
136+ 0.56% |
$5.03K - $5.86K
|
24.5K
$987K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
425+ 4.63% |
$15.7K - $18.3K
|
9.6K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.97K- 10.36% |
$183K - $214K
|
42.9K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
15.8KNew |
$585K - $681K
|
15.8K
$637K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
127K+ 342.48% |
$4.68M - $5.46M
|
164K
$6.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
13+ 0.1% |
$480 - $560
|
13.5K
$542K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
190+ 0.84% |
$7.02K - $8.18K
|
22.9K
$923K
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
17.9K+ 4.93% |
$660K - $769K
|
380K
$15.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.44K- 66.08% |
$90.1K - $105K
|
1.25K
$50.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.32K+ 8.16% |
$345K - $401K
|
124K
$4.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-47- 50.54% |
$1.74K - $2.02K
|
46
$1.85K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.28K+ 3.39% |
$47.3K - $55.1K
|
39K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-37.4K- 64.77% |
$1.38M - $1.61M
|
20.3K
$818K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-449- 3.41% |
$16.6K - $19.3K
|
12.7K
$512K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
14.3KNew |
$527K - $614K
|
14.3K
$574K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
104K+ 1032.14% |
$3.83M - $4.47M
|
114K
$4.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
507+ 8.29% |
$18.7K - $21.8K
|
6.62K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
38+ 0.33% |
$1.4K - $1.64K
|
11.4K
$460K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 7.95% |
$259 - $301
|
81
$3.26K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.39K+ 71.49% |
$273K - $318K
|
17.7K
$714K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
919+ 14.18% |
$34K - $39.6K
|
7.4K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.3K- 23.12% |
$159K - $185K
|
14.3K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-232- 4.93% |
$8.57K - $9.99K
|
4.48K
$180K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
189New |
$6.98K - $8.14K
|
189
$7.61K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
373New |
$13.8K - $16.1K
|
373
$15K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
14.1K+ 21.72% |
$522K - $609K
|
79.2K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
138New |
$5.1K - $5.94K
|
138
$5.55K
|