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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.97KNew |
$298K - $342K
|
7.97K
$319K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.54K+ 70.18% |
$282K - $324K
|
18.3K
$732K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
7.5KNew |
$280K - $322K
|
7.5K
$300K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.21KNew |
$269K - $309K
|
7.21K
$288K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.93KNew |
$259K - $298K
|
6.93K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.16KNew |
$230K - $265K
|
6.16K
$247K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.06KNew |
$227K - $260K
|
6.06K
$243K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.04KNew |
$226K - $259K
|
6.04K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.84KNew |
$218K - $251K
|
5.84K
$234K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.75KNew |
$215K - $247K
|
5.75K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.47KNew |
$204K - $235K
|
5.47K
$219K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
5.28K+ 13.06% |
$197K - $227K
|
45.7K
$1.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.17K+ 22.12% |
$193K - $222K
|
28.6K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
4.99KNew |
$187K - $214K
|
4.99K
$200K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.98KNew |
$186K - $214K
|
4.98K
$199K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.84KNew |
$181K - $208K
|
4.84K
$194K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.84K+ 94.43% |
$181K - $208K
|
9.96K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.78KNew |
$179K - $205K
|
4.78K
$192K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 36.59% |
$169K - $194K
|
16.9K
$675K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.19KNew |
$157K - $180K
|
4.19K
$168K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.14K+ 28.78% |
$155K - $178K
|
18.5K
$741K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.03K+ 12.8% |
$151K - $173K
|
35.5K
$1.42M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.89K+ 37.05% |
$145K - $167K
|
14.4K
$576K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.79K+ 23.95% |
$142K - $163K
|
19.6K
$786K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.66K+ 37.86% |
$137K - $157K
|
13.3K
$534K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.52K+ 39.74% |
$131K - $151K
|
12.4K
$495K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.33K+ 5.25% |
$125K - $143K
|
66.9K
$2.68M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.26K+ 2.33% |
$122K - $140K
|
143K
$5.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.24K+ 33.48% |
$121K - $139K
|
12.9K
$517K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 17.56% |
$121K - $139K
|
21.6K
$866K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.21K+ 40.11% |
$120K - $138K
|
11.2K
$449K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.18K+ 40.85% |
$119K - $137K
|
11K
$439K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.1K+ 38.81% |
$116K - $133K
|
11.1K
$444K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.85K+ 47.54% |
$106K - $122K
|
8.83K
$354K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.87K+ 17.52% |
$69.8K - $80.2K
|
12.5K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.78K+ 9.36% |
$66.4K - $76.4K
|
20.8K
$831K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.7K+ 7.28% |
$63.5K - $73K
|
25.1K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.57K+ 20.05% |
$58.7K - $67.5K
|
9.41K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.46K+ 25.99% |
$54.6K - $62.7K
|
7.08K
$284K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.4K+ 11.68% |
$52.3K - $60.1K
|
13.4K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.23K+ 18.6% |
$45.9K - $52.8K
|
7.84K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.19K+ 16.25% |
$44.4K - $51.1K
|
8.51K
$341K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
915+ 15.63% |
$34.2K - $39.3K
|
6.77K
$271K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
866+ 2.24% |
$32.4K - $37.2K
|
39.5K
$1.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
866+ 5.79% |
$32.4K - $37.2K
|
15.8K
$634K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
772New |
$28.8K - $33.2K
|
772
$30.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
666+ 12.61% |
$24.9K - $28.6K
|
5.95K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
643+ 4.7% |
$24K - $27.6K
|
14.3K
$574K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
631+ 9.48% |
$23.6K - $27.1K
|
7.29K
$292K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
513New |
$19.2K - $22K
|
513
$20.5K
|