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 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
48+ 2.66% |
$1.85K - $2.02K
|
1.85K
$76.3K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.08KNew |
$195K - $214K
|
5.08K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9New |
$346 - $379
|
9
$371
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-934K- 99.14% |
$35.9M - $39.4M
|
8.08K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
73New |
$2.81K - $3.08K
|
73
$3.01K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-107K- 86.38% |
$4.11M - $4.5M
|
16.8K
$694K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
463New |
$17.8K - $19.5K
|
463
$19.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-5.69K- 89.87% |
$219K - $240K
|
641
$26.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-9- 0.89% |
$346 - $379
|
1K
$41.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
389New |
$15K - $16.4K
|
389
$16K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
404New |
$15.5K - $17K
|
404
$16.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-30K- 54.82% |
$1.16M - $1.27M
|
24.8K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
8.92KNew |
$343K - $376K
|
8.92K
$368K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.37K- 50.62% |
$245K - $269K
|
6.21K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-11.8K- 92.24% |
$453K - $496K
|
990
$40.8K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-4.86K- 34.03% |
$187K - $205K
|
9.41K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-635- 10.0% |
$24.4K - $26.8K
|
5.72K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.05KNew |
$78.8K - $86.3K
|
2.05K
$84.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-272- 16.71% |
$10.5K - $11.5K
|
1.36K
$55.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$96.2K - $105K
|
2.5K
$103K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-304- 4.06% |
$11.7K - $12.8K
|
7.19K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-873K- 99.42% |
$33.6M - $36.8M
|
5.12K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
55+ 0.49% |
$2.12K - $2.32K
|
11.2K
$463K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-195- 92.86% |
$7.5K - $8.22K
|
15
$619
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-4.17K- 23.59% |
$160K - $176K
|
13.5K
$557K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-94- 1.47% |
$3.62K - $3.96K
|
6.3K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.29K- 43.03% |
$49.5K - $54.3K
|
1.7K
$70.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-40.8K- 97.75% |
$1.57M - $1.72M
|
940
$38.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.9K- 97.62% |
$381K - $417K
|
241
$9.94K
|
|
|
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
$355K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
606New |
$22.4K - $26.1K
|
606
$25K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.04KNew |
$38.5K - $44.9K
|
1.04K
$43K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-598- 9.83% |
$22.1K - $25.7K
|
5.49K
$226K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
58New |
$2.14K - $2.5K
|
58
$2.39K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.55K- 14.86% |
$168K - $196K
|
26K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
676+ 133.07% |
$25K - $29.1K
|
1.18K
$48.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38+ 0.49% |
$1.4K - $1.64K
|
7.74K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
185KNew |
$6.85M - $7.99M
|
185K
$7.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.51K- 20.07% |
$92.6K - $108K
|
9.98K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
404New |
$14.9K - $17.4K
|
404
$16.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8+ 2.2% |
$296 - $344
|
371
$15.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
9.98KNew |
$369K - $430K
|
9.98K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1K- 42.92% |
$37K - $43.1K
|
1.33K
$54.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1K- 6.47% |
$37K - $43.1K
|
14.5K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-6.23K- 41.83% |
$230K - $268K
|
8.66K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-167- 2.1% |
$6.17K - $7.19K
|
7.79K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-45.3K- 78.07% |
$1.67M - $1.95M
|
12.7K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
384+ 72.18% |
$14.2K - $16.5K
|
916
$37.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-336- 96.83% |
$12.4K - $14.5K
|
11
$454
|
|