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 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.69KNew |
$175K - $201K
|
4.69K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
643+ 4.7% |
$24K - $27.6K
|
14.3K
$616K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.19KNew |
$157K - $180K
|
4.19K
$180K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.1K+ 38.8% |
$377K - $433K
|
36.1K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.93KNew |
$259K - $298K
|
6.93K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
24.6KNew |
$920K - $1.06M
|
24.6K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-204K- 94.36% |
$7.62M - $8.75M
|
12.2K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-8- 3.05% |
$299 - $344
|
254
$10.9K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.16KNew |
$230K - $265K
|
6.16K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-552- 47.22% |
$20.6K - $23.7K
|
617
$26.5K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
772New |
$28.8K - $33.2K
|
772
$33.2K
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-5.66KClosed |
$212K - $243K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23.3K- 54.57% |
$869K - $999K
|
19.4K
$833K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 17.56% |
$121K - $139K
|
21.6K
$930K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
16.4K+ 150.61% |
$612K - $704K
|
27.3K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.19KNew |
$157K - $180K
|
4.19K
$180K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.75KNew |
$215K - $247K
|
5.75K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-196- 1.21% |
$7.32K - $8.42K
|
16K
$689K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
66.8KNew |
$2.5M - $2.87M
|
66.8K
$2.87M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
178New |
$6.65K - $7.65K
|
178
$7.65K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
15.8KNew |
$589K - $676K
|
15.8K
$677K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.9K+ 22.58% |
$445K - $511K
|
64.7K
$2.78M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
16New |
$598 - $687
|
16
$688
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
49.7KNew |
$1.86M - $2.13M
|
49.7K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
207+ 2.38% |
$7.74K - $8.89K
|
8.92K
$383K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
631+ 9.48% |
$23.6K - $27.1K
|
7.29K
$313K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
41.8KNew |
$1.56M - $1.79M
|
41.8K
$1.8M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-195- 3.58% |
$7.29K - $8.38K
|
5.25K
$226K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.21K+ 40.11% |
$120K - $138K
|
11.2K
$482K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.92K+ 91.96% |
$333K - $383K
|
18.6K
$801K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
17.7K+ 15.61% |
$660K - $758K
|
131K
$5.62M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.85K+ 47.54% |
$106K - $122K
|
8.83K
$380K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.84K+ 94.43% |
$181K - $208K
|
9.96K
$428K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-172- 1.42% |
$6.43K - $7.39K
|
11.9K
$513K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.89K+ 37.05% |
$145K - $167K
|
14.4K
$619K
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.47KNew |
$204K - $235K
|
5.47K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.87K+ 17.52% |
$69.8K - $80.2K
|
12.5K
$539K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.84KNew |
$218K - $251K
|
5.84K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
84+ 6.34% |
$3.14K - $3.61K
|
1.41K
$60.6K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
26K+ 1391.0% |
$970K - $1.12M
|
27.8K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-5.43K- 15.77% |
$203K - $233K
|
29K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.26K+ 2.33% |
$122K - $140K
|
143K
$6.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.04KNew |
$226K - $259K
|
6.04K
$260K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
12.4K+ 13.6% |
$462K - $531K
|
103K
$4.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
39K+ 19.1% |
$1.46M - $1.68M
|
243K
$10.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-3.81K- 30.13% |
$142K - $163K
|
8.83K
$380K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.79K+ 23.95% |
$142K - $163K
|
19.6K
$844K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.8KNew |
$552K - $634K
|
14.8K
$635K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
866+ 5.79% |
$32.4K - $37.2K
|
15.8K
$681K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
14.5KNew |
$541K - $622K
|
14.5K
$623K
|