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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.11KNew |
$243K - $273K
|
6.11K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.94KNew |
$197K - $221K
|
4.94K
$198K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.84KNew |
$193K - $217K
|
4.84K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.56K+ 8.61% |
$102K - $115K
|
32.3K
$1.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.6K+ 40.0% |
$63.8K - $71.6K
|
5.6K
$224K
|
|
|
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 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
661New |
$26.3K - $29.6K
|
661
$26.5K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
314+ 1.72% |
$12.5K - $14.1K
|
18.6K
$744K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
256+ 33.07% |
$10.2K - $11.5K
|
1.03K
$41.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
211New |
$8.41K - $9.44K
|
211
$8.45K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
192+ 1.57% |
$7.65K - $8.59K
|
12.5K
$499K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
185New |
$7.37K - $8.28K
|
185
$7.41K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
141New |
$5.62K - $6.31K
|
141
$5.65K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
87+ 14.48% |
$3.47K - $3.89K
|
688
$27.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
83New |
$3.31K - $3.72K
|
83
$3.32K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
31New |
$1.24K - $1.39K
|
31
$1.24K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
29+ 1.16% |
$1.16K - $1.3K
|
2.53K
$101K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24New |
$957 - $1.07K
|
24
$961
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16New |
$638 - $716
|
16
$641
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 45.45% |
$199 - $224
|
16
$641
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1New |
$39.9 - $44.8
|
1
$40
|
|
| Q1 2024 | |||||||
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
71.6K+ 32.07% |
$2.68M - $3.08M
|
295K
$11.8M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
66.8KNew |
$2.5M - $2.87M
|
66.8K
$2.67M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
49.7KNew |
$1.86M - $2.13M
|
49.7K
$1.99M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
41.8KNew |
$1.56M - $1.79M
|
41.8K
$1.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
39K+ 19.1% |
$1.46M - $1.68M
|
243K
$9.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
33.6KNew |
$1.25M - $1.44M
|
33.6K
$1.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
33.5KNew |
$1.25M - $1.44M
|
33.5K
$1.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
26.8KNew |
$1M - $1.15M
|
26.8K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.4K+ 34.38% |
$987K - $1.13M
|
103K
$4.14M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
24.6KNew |
$920K - $1.06M
|
24.6K
$986K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
24KNew |
$898K - $1.03M
|
24K
$962K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
19.1KNew |
$714K - $821K
|
19.1K
$766K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
17.7K+ 15.61% |
$660K - $758K
|
131K
$5.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.7K+ 6.26% |
$625K - $719K
|
284K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
16.4K+ 150.61% |
$612K - $704K
|
27.3K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
15.8KNew |
$589K - $676K
|
15.8K
$631K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.8KNew |
$552K - $634K
|
14.8K
$591K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
14.5KNew |
$541K - $622K
|
14.5K
$580K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
12.4K+ 13.6% |
$462K - $531K
|
103K
$4.14M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.9K+ 22.58% |
$445K - $511K
|
64.7K
$2.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.3K+ 19.51% |
$422K - $485K
|
69.2K
$2.77M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10.9KNew |
$407K - $468K
|
10.9K
$436K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 10.42% |
$388K - $446K
|
110K
$4.41M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.1K+ 38.8% |
$377K - $433K
|
36.1K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
$374K - $430K
|
10K
$401K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.3K+ 20.38% |
$347K - $399K
|
54.9K
$2.2M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
9.19KNew |
$343K - $395K
|
9.19K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.92K+ 91.96% |
$333K - $383K
|
18.6K
$746K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.16K+ 50.87% |
$305K - $350K
|
24.2K
$969K
|
|