Latest Institutional Purchases of Ishares Tr Global Energy ETF (IXC)
This list provides information on the latest institutional transactions involving Ishares Tr Global Energy ETF (IXC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.96K+ 8.69% |
$294K - $343K
|
99.5K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.52KNew |
$278K - $324K
|
7.52K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
6.94K+ 5.13% |
$256K - $299K
|
142K
$5.69M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.19KNew |
$229K - $267K
|
6.19K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.86K+ 82.09% |
$217K - $252K
|
13K
$521K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.44KNew |
$201K - $234K
|
5.44K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
5.4K+ 19.46% |
$199K - $232K
|
33.1K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.54KNew |
$168K - $195K
|
4.54K
$182K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.3KNew |
$122K - $142K
|
3.3K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.41K+ 37.54% |
$89.1K - $104K
|
8.84K
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.41K+ 29.6% |
$89.1K - $104K
|
10.6K
$423K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 29.11% |
$60.8K - $70.9K
|
7.3K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.6KNew |
$59.2K - $69K
|
1.6K
$64.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.28K+ 3.39% |
$47.3K - $55.1K
|
39K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.17KNew |
$43.2K - $50.3K
|
1.17K
$46.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.1K+ 0.95% |
$40.8K - $47.5K
|
118K
$4.71M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.04KNew |
$38.5K - $44.9K
|
1.04K
$41.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.04KNew |
$38.3K - $44.6K
|
1.04K
$41.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
919+ 14.18% |
$34K - $39.6K
|
7.4K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
814New |
$30.1K - $35.1K
|
814
$32.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
807New |
$29.8K - $34.7K
|
807
$32.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
758+ 18.3% |
$28K - $32.6K
|
4.9K
$196K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
732New |
$27K - $31.5K
|
732
$29.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
676+ 133.07% |
$25K - $29.1K
|
1.18K
$47.4K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
606New |
$22.4K - $26.1K
|
606
$24.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
582+ 6.92% |
$21.5K - $25.1K
|
8.99K
$360K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
507+ 8.29% |
$18.7K - $21.8K
|
6.62K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
429New |
$15.9K - $18.5K
|
429
$17.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
404New |
$14.9K - $17.4K
|
404
$16.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
384+ 72.18% |
$14.2K - $16.5K
|
916
$36.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
373New |
$13.8K - $16.1K
|
373
$14.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
348+ 0.3% |
$12.9K - $15K
|
117K
$4.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
284+ 5.3% |
$10.5K - $12.2K
|
5.64K
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
250New |
$9.24K - $10.8K
|
250
$10K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
219New |
$8.09K - $9.43K
|
219
$8.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
208New |
$7.69K - $8.96K
|
208
$8.33K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
190+ 0.84% |
$7.02K - $8.18K
|
22.9K
$918K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
189New |
$6.98K - $8.14K
|
189
$7.57K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
161+ 19.37% |
$5.95K - $6.93K
|
992
$39.7K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
159+ 0.3% |
$5.88K - $6.85K
|
54K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
138New |
$5.1K - $5.94K
|
138
$5.53K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
58New |
$2.14K - $2.5K
|
58
$2.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38+ 0.49% |
$1.4K - $1.64K
|
7.74K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
31+ 2.25% |
$1.15K - $1.33K
|
1.41K
$56.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13+ 2.22% |
$480 - $560
|
598
$23.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 2.35% |
$443 - $517
|
523
$20.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8+ 2.2% |
$296 - $344
|
371
$14.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6New |
$222 - $258
|
6
$240
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4+ 0.08% |
$148 - $172
|
5.3K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4New |
$148 - $172
|
4
$160
|