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 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
21.6KNew |
$830K - $909K
|
21.6K
$858K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.7KNew |
$142K - $156K
|
3.7K
$147K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-12.5K- 59.89% |
$481K - $527K
|
8.37K
$333K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
249+ 2.9% |
$9.58K - $10.5K
|
8.84K
$352K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.44K- 22.55% |
$93.9K - $103K
|
8.39K
$334K
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.85K+ 17.92% |
$71.1K - $77.9K
|
12.2K
$483K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-442K- 57.31% |
$17M - $18.6M
|
329K
$13.1M
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-370- 1.85% |
$14.2K - $15.6K
|
19.7K
$782K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
728+ 11.74% |
$28K - $30.7K
|
6.93K
$276K
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-737- 4.7% |
$28.4K - $31.1K
|
15K
$595K
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.99KNew |
$192K - $211K
|
4.99K
$199K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.1K+ 38.36% |
$427K - $468K
|
40K
$1.59M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.58K- 6.55% |
$60.8K - $66.6K
|
22.6K
$897K
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-21- 2.32% |
$808 - $885
|
885
$35.2K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.7K- 90.87% |
$796K - $872K
|
2.08K
$82.6K
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-3.21K- 10.24% |
$123K - $135K
|
28.1K
$1.12M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
13.1K+ 16.7% |
$502K - $550K
|
91.2K
$3.63M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.95K- 7.76% |
$344K - $377K
|
106K
$4.23M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.9K- 13.52% |
$1.27M - $1.39M
|
211K
$8.37M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-6.86K- 97.28% |
$264K - $289K
|
192
$7.64K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-66- 0.49% |
$2.54K - $2.78K
|
13.4K
$533K
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.08KNew |
$195K - $214K
|
5.08K
$202K
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
48+ 2.66% |
$1.85K - $2.02K
|
1.85K
$73.6K
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.4KNew |
$517K - $566K
|
13.4K
$534K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-140- 0.85% |
$5.39K - $5.9K
|
16.2K
$646K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-173- 11.67% |
$6.66K - $7.29K
|
1.31K
$52.1K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.79K- 12.53% |
$68.9K - $75.5K
|
12.5K
$497K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.14K+ 17.81% |
$43.9K - $48.1K
|
7.55K
$300K
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-109- 0.38% |
$4.19K - $4.6K
|
28.6K
$1.14M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.43K+ 13.59% |
$171K - $187K
|
37K
$1.47M
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-934K- 99.14% |
$35.9M - $39.4M
|
8.08K
$321K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9New |
$346 - $379
|
9
$358
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1K+ 0.81% |
$38.6K - $42.3K
|
125K
$4.95M
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-85- 0.07% |
$3.27K - $3.58K
|
117K
$4.65M
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.73K- 18.27% |
$105K - $115K
|
12.2K
$486K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-200- 2.41% |
$7.7K - $8.43K
|
8.1K
$322K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.42K- 13.93% |
$132K - $144K
|
21.1K
$840K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
73New |
$2.81K - $3.08K
|
73
$2.9K
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-107K- 86.38% |
$4.11M - $4.5M
|
16.8K
$670K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
241+ 5.9% |
$9.27K - $10.2K
|
4.32K
$172K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
124+ 0.62% |
$4.77K - $5.23K
|
20.2K
$804K
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.45K- 0.5% |
$55.8K - $61.1K
|
291K
$11.6M
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
359+ 4.58% |
$13.8K - $15.1K
|
8.2K
$326K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
497+ 11.72% |
$19.1K - $21K
|
4.74K
$188K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-102- 21.56% |
$3.92K - $4.3K
|
371
$14.8K
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5.74K- 45.15% |
$221K - $242K
|
6.98K
$278K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-920K- 95.99% |
$35.4M - $38.8M
|
38.4K
$1.53M
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-5.69K- 89.87% |
$219K - $240K
|
641
$25.5K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
463New |
$17.8K - $19.5K
|
463
$18.4K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.49K- 23.89% |
$211K - $231K
|
17.5K
$695K
|