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 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
17.7KNew |
$653K - $761K
|
17.7K
$711K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
5.4K+ 19.46% |
$199K - $232K
|
33.1K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
77+ 0.78% |
$2.85K - $3.32K
|
9.93K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.4K- 10.94% |
$51.7K - $60.3K
|
11.4K
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 12.35% |
$65.5K - $76.3K
|
12.6K
$507K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-28K- 9.21% |
$1.03M - $1.2M
|
276K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18.7KNew |
$693K - $807K
|
18.7K
$754K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.29K+ 75.53% |
$47.6K - $55.4K
|
2.99K
$120K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-687- 2.66% |
$25.4K - $29.6K
|
25.2K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
63+ 0.5% |
$2.33K - $2.71K
|
12.6K
$508K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-605- 0.58% |
$22.4K - $26.1K
|
103K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.78K- 87.25% |
$65.8K - $76.6K
|
260
$10.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.62K- 9.09% |
$208K - $242K
|
56.2K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-18K- 46.97% |
$665K - $775K
|
20.3K
$818K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.44K- 22.53% |
$90.3K - $105K
|
8.4K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 2.44% |
$73.9 - $86.1
|
84
$3.38K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
161+ 19.37% |
$5.95K - $6.93K
|
992
$39.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
130+ 1.51% |
$4.8K - $5.6K
|
8.72K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.22K+ 31.14% |
$82K - $95.6K
|
9.35K
$376K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
34.8KNew |
$1.29M - $1.5M
|
34.8K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.13KNew |
$226K - $264K
|
6.13K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.5K- 9.22% |
$92.4K - $108K
|
24.6K
$991K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.3KNew |
$122K - $142K
|
3.3K
$133K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.44KNew |
$201K - $234K
|
5.44K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.13K- 14.12% |
$41.7K - $48.6K
|
6.86K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.21K- 32.98% |
$119K - $138K
|
6.53K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.31K+ 776.92% |
$48.5K - $56.5K
|
1.48K
$59.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
24+ 2.03% |
$887 - $1.03K
|
1.2K
$48.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
37.9K+ 47.57% |
$1.4M - $1.63M
|
117K
$4.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
26.6KNew |
$982K - $1.14M
|
26.6K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-113- 1.46% |
$4.18K - $4.87K
|
7.61K
$306K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.6% |
$37 - $43.1
|
169
$6.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-182- 52.91% |
$6.72K - $7.84K
|
162
$6.52K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-488- 16.6% |
$18K - $21K
|
2.45K
$98.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 1.71% |
$111 - $129
|
178
$7.16K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 0.07% |
$37 - $43.1
|
1.44K
$57.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.55K- 3.81% |
$57.2K - $66.7K
|
39.1K
$1.57M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.19KNew |
$229K - $267K
|
6.19K
$249K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-9.17K- 2.56% |
$339K - $395K
|
349K
$14.1M
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-21.7K- 71.54% |
$847K - $921K
|
8.65K
$348K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.82K- 23.0% |
$70.8K - $76.9K
|
6.08K
$245K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-57.9KClosed |
$2.25M - $2.45M
|
0
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350+ 15.53% |
$13.6K - $14.8K
|
2.6K
$105K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-663- 11.05% |
$25.8K - $28.1K
|
5.34K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-221- 2.53% |
$8.61K - $9.36K
|
8.53K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
149+ 2.17% |
$5.8K - $6.31K
|
7.02K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.48K+ 21.38% |
$57.6K - $62.6K
|
8.4K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-253K- 95.66% |
$9.87M - $10.7M
|
11.5K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.2KNew |
$202K - $220K
|
5.2K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-70- 98.59% |
$2.73K - $2.96K
|
1
$40.3
|
|