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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.09K- 15.66% |
$42.6K - $46.3K
|
5.89K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14New |
$545 - $593
|
14
$561
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
102+ 1.1% |
$3.97K - $4.32K
|
9.4K
$376K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
240New |
$9.35K - $10.2K
|
240
$9.61K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-40- 76.92% |
$1.56K - $1.69K
|
12
$480
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
152New |
$5.92K - $6.44K
|
152
$6.09K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-171- 50.44% |
$6.66K - $7.24K
|
168
$6.73K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
200+ 1.59% |
$7.79K - $8.47K
|
12.8K
$513K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-45- 20.64% |
$1.75K - $1.91K
|
173
$6.93K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.22K- 99.51% |
$126K - $136K
|
16
$641
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
75+ 178.57% |
$2.92K - $3.18K
|
117
$4.68K
|
|
| Q2 2024 | |||||||
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-4.79KClosed |
$191K - $214K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.01K- 97.31% |
$40.4K - $45.3K
|
28
$1.12K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24New |
$957 - $1.07K
|
24
$961
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
80.4KNew |
$3.21M - $3.6M
|
80.4K
$3.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-24.8K- 71.84% |
$989K - $1.11M
|
9.73K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.56K+ 8.61% |
$102K - $115K
|
32.3K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-256K- 97.71% |
$10.2M - $11.5M
|
6K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
20.7KNew |
$826K - $928K
|
20.7K
$830K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-63K- 91.01% |
$2.51M - $2.82M
|
6.22K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.1KNew |
$560K - $629K
|
14.1K
$563K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
39.4KNew |
$1.57M - $1.76M
|
39.4K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
72.6KNew |
$2.89M - $3.25M
|
72.6K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.23K+ 1.45% |
$48.8K - $54.8K
|
85.5K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-415- 95.84% |
$16.5K - $18.6K
|
18
$721
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-101K- 93.28% |
$4.04M - $4.53M
|
7.3K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-69.3K- 88.47% |
$2.76M - $3.1M
|
9.03K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-263K- 13.9% |
$10.5M - $11.8M
|
1.63M
$65.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
22.3K+ 526.03% |
$888K - $997K
|
26.5K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-30.8K- 20.12% |
$1.23M - $1.38M
|
122K
$4.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
34.9KNew |
$1.39M - $1.56M
|
34.9K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.11KNew |
$243K - $273K
|
6.11K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.71M- 91.41% |
$68M - $76.4M
|
160K
$6.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-63- 0.52% |
$2.51K - $2.82K
|
12K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.94KNew |
$197K - $221K
|
4.94K
$198K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
192+ 1.57% |
$7.65K - $8.59K
|
12.5K
$499K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-27.7K- 91.94% |
$1.1M - $1.24M
|
2.43K
$97.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.58K- 52.68% |
$302K - $339K
|
6.81K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
256+ 33.07% |
$10.2K - $11.5K
|
1.03K
$41.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
18KNew |
$716K - $804K
|
18K
$719K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-39.2K- 87.54% |
$1.56M - $1.75M
|
5.58K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
29.4KNew |
$1.17M - $1.32M
|
29.4K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.98KNew |
$278K - $312K
|
6.98K
$279K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.6K+ 40.0% |
$63.8K - $71.6K
|
5.6K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
31New |
$1.24K - $1.39K
|
31
$1.24K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
661New |
$26.3K - $29.6K
|
661
$26.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.7KNew |
$544K - $611K
|
13.7K
$547K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-35.7K- 85.92% |
$1.42M - $1.6M
|
5.84K
$234K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-14.4K- 68.45% |
$575K - $646K
|
6.65K
$266K
|
|