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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-177- 2.21% |
$6.54K - $7.62K
|
7.84K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.87K- 6.71% |
$69K - $80.4K
|
26K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-81- 4.74% |
$2.99K - $3.49K
|
1.63K
$65.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.41K+ 29.6% |
$89.1K - $104K
|
10.6K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3New |
$111 - $129
|
3
$121
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-350- 1.21% |
$12.9K - $15.1K
|
28.7K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-123- 20.64% |
$4.54K - $5.3K
|
473
$19K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
226+ 5.63% |
$8.35K - $9.73K
|
4.24K
$171K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
123+ 1.96% |
$4.54K - $5.3K
|
6.41K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.1K+ 62.23% |
$410K - $478K
|
28.9K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 10.18% |
$43.6K - $50.8K
|
12.8K
$514K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13+ 2.22% |
$480 - $560
|
598
$24.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
31+ 2.25% |
$1.15K - $1.33K
|
1.41K
$56.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11.8KNew |
$437K - $509K
|
11.8K
$476K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
41.8KNew |
$1.54M - $1.8M
|
41.8K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.44K- 5.88% |
$90.3K - $105K
|
39.1K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-553- 5.84% |
$20.4K - $23.8K
|
8.91K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.25K- 19.48% |
$83K - $96.7K
|
9.28K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
162+ 1.41% |
$5.99K - $6.98K
|
11.7K
$470K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-867- 1.92% |
$32K - $37.3K
|
44.3K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-700- 7.78% |
$25.9K - $30.1K
|
8.3K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
3.6K+ 7.02% |
$133K - $155K
|
54.8K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6New |
$222 - $258
|
6
$242
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
541New |
$20K - $23.3K
|
541
$21.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 2.35% |
$443 - $517
|
523
$21.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14.2K- 47.28% |
$526K - $613K
|
15.9K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
715+ 4.56% |
$26.4K - $30.8K
|
16.4K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
732New |
$27K - $31.5K
|
732
$29.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
29.2K+ 12.41% |
$1.08M - $1.26M
|
265K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.6KNew |
$59.2K - $69K
|
1.6K
$64.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-55- 19.1% |
$2.03K - $2.37K
|
233
$9.38K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.12K- 4.44% |
$41.4K - $48.2K
|
24.1K
$971K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
121+ 1.64% |
$4.47K - $5.21K
|
7.49K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
201+ 4.4% |
$7.43K - $8.66K
|
4.77K
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1.79K+ 1.31% |
$66.3K - $77.2K
|
138K
$5.56M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.26K+ 34.59% |
$268K - $313K
|
28.2K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.35% |
$37 - $43.1
|
75
$3.02K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.83K- 15.96% |
$67.5K - $78.7K
|
9.62K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-32.6K- 38.12% |
$1.2M - $1.4M
|
52.9K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.05K- 39.03% |
$223K - $260K
|
9.44K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
21.9KNew |
$808K - $942K
|
21.9K
$881K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.06K- 18.05% |
$187K - $218K
|
23K
$924K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.49K- 17.81% |
$166K - $193K
|
20.7K
$833K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
208New |
$7.69K - $8.96K
|
208
$8.37K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
181K+ 1921.65% |
$6.69M - $7.8M
|
191K
$7.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-269- 18.49% |
$9.94K - $11.6K
|
1.19K
$47.7K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-825- 55.41% |
$30.5K - $35.5K
|
664
$26.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-718- 62.16% |
$26.5K - $30.9K
|
437
$17.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 29.11% |
$60.8K - $70.9K
|
7.3K
$294K
|