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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
207+ 2.38% |
$7.74K - $8.89K
|
8.92K
$340K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
178New |
$6.65K - $7.65K
|
178
$6.8K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
145New |
$5.42K - $6.23K
|
145
$5.54K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
112New |
$4.19K - $4.81K
|
112
$4.28K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
110+ 0.82% |
$4.11K - $4.72K
|
13.5K
$515K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
84+ 6.34% |
$3.14K - $3.61K
|
1.41K
$53.8K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43New |
$1.61K - $1.85K
|
43
$1.64K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
16New |
$598 - $687
|
16
$611
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
14New |
$523 - $601
|
14
$535
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13New |
$486 - $558
|
13
$496
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11New |
$411 - $472
|
11
$420
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8+ 1.24% |
$299 - $344
|
652
$24.9K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
223KNew |
$8.52M - $9.41M
|
223K
$8.53M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
121KNew |
$4.62M - $5.1M
|
121K
$4.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
31.5KNew |
$1.2M - $1.33M
|
31.5K
$1.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26.7KNew |
$1.02M - $1.12M
|
26.7K
$1.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
18.9KNew |
$722K - $797K
|
18.9K
$722K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.7KNew |
$599K - $662K
|
15.7K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
13.9KNew |
$531K - $586K
|
13.9K
$532K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13KNew |
$495K - $546K
|
13K
$495K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
9.27KNew |
$354K - $390K
|
9.27K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.52KNew |
$325K - $359K
|
8.52K
$325K
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8.32KNew |
$317K - $350K
|
8.32K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.63KNew |
$291K - $321K
|
7.63K
$291K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.14KNew |
$272K - $301K
|
7.14K
$273K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6.43KNew |
$245K - $271K
|
6.43K
$245K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.98K+ 33.66% |
$114K - $125K
|
11.8K
$451K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.04KNew |
$77.6K - $85.7K
|
2.04K
$77.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.16KNew |
$44.1K - $48.6K
|
1.16K
$44.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
585New |
$22.3K - $24.6K
|
585
$22.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
485New |
$18.5K - $20.4K
|
485
$18.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
458New |
$17.5K - $19.3K
|
458
$17.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
241New |
$9.19K - $10.2K
|
241
$9.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
121+ 1.61% |
$4.62K - $5.1K
|
7.63K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
72New |
$2.75K - $3.03K
|
72
$2.75K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
55New |
$2.1K - $2.32K
|
55
$2.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46New |
$1.75K - $1.94K
|
46
$1.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$1.03K - $1.14K
|
27
$1.03K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
16New |
$610 - $674
|
16
$611
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
13New |
$496 - $548
|
13
$496
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12New |
$458 - $505
|
12
$458
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 1.53% |
$343 - $379
|
598
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8New |
$305 - $337
|
8
$305
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 1.51% |
$153 - $168
|
269
$10.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
290KNew |
$10.5M - $12.3M
|
290K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
190KNew |
$6.88M - $8.01M
|
190K
$7.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
52KNew |
$1.88M - $2.2M
|
52K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
43.1KNew |
$1.56M - $1.82M
|
43.1K
$1.65M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.1KNew |
$943K - $1.1M
|
26.1K
$995K
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.3KNew |
$301K - $350K
|
8.3K
$317K
|
|