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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
211New |
$8.41K - $9.44K
|
211
$8.74K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.84KNew |
$193K - $217K
|
4.84K
$200K
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
177+ 2.26% |
$7.06K - $7.92K
|
8.02K
$332K
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-28.1K- 70.31% |
$1.12M - $1.26M
|
11.9K
$492K
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.65K- 3.27% |
$145K - $163K
|
108K
$4.46M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.73K- 19.98% |
$228K - $256K
|
22.9K
$950K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.87K- 45.15% |
$74.4K - $83.6K
|
2.27K
$94K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
371+ 3.2% |
$14.8K - $16.6K
|
12K
$496K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 49.51% |
$42.1K - $47.2K
|
1.08K
$44.6K
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-506- 1.5% |
$20.2K - $22.6K
|
33.2K
$1.38M
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-30.3K- 41.3% |
$1.21M - $1.36M
|
43.1K
$1.79M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.7K- 72.26% |
$587K - $659K
|
5.65K
$234K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
196+ 0.08% |
$7.81K - $8.77K
|
236K
$9.78M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-90.2K- 94.15% |
$3.6M - $4.04M
|
5.6K
$232K
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-14- 6.25% |
$558 - $627
|
210
$8.7K
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
BUY
|
- |
7.94K+ 1.55% |
$316K - $355K
|
519K
$21.5M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 1.69% |
$438 - $492
|
638
$26.4K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.94K- 98.9% |
$316K - $355K
|
88
$3.65K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19.4K- 85.01% |
$772K - $867K
|
3.42K
$142K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-740- 3.86% |
$29.5K - $33.1K
|
18.4K
$763K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.57K+ 2.44% |
$62.5K - $70.2K
|
66K
$2.73M
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15.5K+ 18.24% |
$616K - $692K
|
100K
$4.15M
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 10.06% |
$40.3K - $45.2K
|
11.1K
$458K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
115+ 2.4% |
$4.58K - $5.15K
|
4.92K
$204K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.29K+ 9.39% |
$131K - $147K
|
38.4K
$1.59M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-19.2K- 66.14% |
$766K - $860K
|
9.83K
$407K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.04M- 90.38% |
$41.4M - $46.5M
|
110K
$4.58M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
74New |
$2.95K - $3.31K
|
74
$3.07K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-176- 5.16% |
$7.02K - $7.88K
|
3.23K
$134K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-35.5K- 76.27% |
$1.41M - $1.59M
|
11K
$457K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.8K+ 71.13% |
$191K - $215K
|
11.5K
$478K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23+ 1.99% |
$917 - $1.03K
|
1.18K
$48.9K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.13K- 93.15% |
$125K - $140K
|
230
$9.53K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
141New |
$5.62K - $6.31K
|
141
$5.84K
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-99.4K- 95.34% |
$3.96M - $4.45M
|
4.86K
$201K
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-327- 4.41% |
$13K - $14.6K
|
7.1K
$294K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.25K- 15.96% |
$169K - $190K
|
22.4K
$927K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 2.34% |
$159 - $179
|
175
$7.25K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-51.8K- 98.92% |
$2.06M - $2.32M
|
565
$23.4K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8.74KNew |
$348K - $391K
|
8.74K
$362K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16New |
$638 - $716
|
16
$663
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
890New |
$35.5K - $39.8K
|
890
$36.9K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
161KNew |
$6M - $6.9M
|
161K
$6.65M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
112New |
$4.19K - $4.81K
|
112
$4.64K
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
19.1KNew |
$714K - $821K
|
19.1K
$792K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43New |
$1.61K - $1.85K
|
43
$1.78K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
145New |
$5.42K - $6.23K
|
145
$6.01K
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
5.28K+ 13.06% |
$197K - $227K
|
45.7K
$1.89M
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
866+ 2.24% |
$32.4K - $37.2K
|
39.5K
$1.64M
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
513New |
$19.2K - $22K
|
513
$21.3K
|