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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-30K- 54.82% |
$1.16M - $1.27M
|
24.8K
$991K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-538- 49.86% |
$20.7K - $22.7K
|
541
$21.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.37K- 50.62% |
$245K - $269K
|
6.21K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.46K- 18.05% |
$56K - $61.4K
|
6.61K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.92KNew |
$343K - $376K
|
8.92K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-176- 90.26% |
$6.77K - $7.42K
|
19
$761
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-105- 0.55% |
$4.04K - $4.43K
|
18.8K
$754K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.63K- 1.61% |
$101K - $111K
|
161K
$6.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-3.47K- 31.02% |
$134K - $146K
|
7.73K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
830+ 4.42% |
$31.9K - $35K
|
19.6K
$786K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-84- 1.76% |
$3.23K - $3.54K
|
4.69K
$188K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-607- 2.77% |
$23.4K - $25.6K
|
21.3K
$852K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
105+ 0.9% |
$4.04K - $4.43K
|
11.8K
$472K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-635- 10.0% |
$24.4K - $26.8K
|
5.72K
$229K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-4.86K- 34.03% |
$187K - $205K
|
9.41K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 92.24% |
$453K - $496K
|
990
$39.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.05KNew |
$78.8K - $86.3K
|
2.05K
$82K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.8K- 29.25% |
$878K - $962K
|
55.2K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-272- 16.71% |
$10.5K - $11.5K
|
1.36K
$54.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$96.2K - $105K
|
2.5K
$100K
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-15.5K- 97.95% |
$596K - $654K
|
324
$13K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-873K- 99.42% |
$33.6M - $36.8M
|
5.12K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.19% |
$693 - $759
|
9.35K
$375K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-109- 1.17% |
$4.19K - $4.6K
|
9.24K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
55+ 0.49% |
$2.12K - $2.32K
|
11.2K
$450K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-304- 4.06% |
$11.7K - $12.8K
|
7.19K
$288K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-182- 70.0% |
$7K - $7.67K
|
78
$3.12K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-195- 92.86% |
$7.5K - $8.22K
|
15
$601
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-4.17K- 23.59% |
$160K - $176K
|
13.5K
$540K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 27.18% |
$104K - $114K
|
7.23K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.29K- 43.03% |
$49.5K - $54.3K
|
1.7K
$68.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-94- 1.47% |
$3.62K - $3.96K
|
6.3K
$252K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-40.8K- 97.75% |
$1.57M - $1.72M
|
940
$37.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-180K- 94.43% |
$6.93M - $7.59M
|
10.6K
$425K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.9K- 97.62% |
$381K - $417K
|
241
$9.65K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-30.4K- 57.38% |
$1.17M - $1.28M
|
22.6K
$903K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1.8KClosed |
$69.1K - $75.7K
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-120- 1.38% |
$4.62K - $5.06K
|
8.6K
$344K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-666- 5.85% |
$25.6K - $28.1K
|
10.7K
$429K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
606New |
$22.4K - $26.1K
|
606
$24.3K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.96K+ 8.69% |
$294K - $343K
|
99.5K
$3.98M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-974- 0.86% |
$36K - $41.9K
|
112K
$4.49M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.04KNew |
$38.5K - $44.9K
|
1.04K
$41.7K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-598- 9.83% |
$22.1K - $25.7K
|
5.49K
$220K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
58New |
$2.14K - $2.5K
|
58
$2.32K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.55K- 14.86% |
$168K - $196K
|
26K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.51K- 20.07% |
$92.6K - $108K
|
9.98K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
185KNew |
$6.85M - $7.99M
|
185K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
14.8KNew |
$547K - $637K
|
14.8K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38+ 0.49% |
$1.4K - $1.64K
|
7.74K
$310K
|
|