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 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.52K+ 39.74% |
$131K - $151K
|
12.4K
$513K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.33K+ 5.25% |
$125K - $143K
|
66.9K
$2.77M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.26K+ 2.33% |
$122K - $140K
|
143K
$5.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.24K+ 33.48% |
$121K - $139K
|
12.9K
$536K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 17.56% |
$121K - $139K
|
21.6K
$897K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.21K+ 40.11% |
$120K - $138K
|
11.2K
$465K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.18K+ 40.85% |
$119K - $137K
|
11K
$454K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.1K+ 38.81% |
$116K - $133K
|
11.1K
$460K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.85K+ 47.54% |
$106K - $122K
|
8.83K
$366K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.87K+ 17.52% |
$69.8K - $80.2K
|
12.5K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.78K+ 9.36% |
$66.4K - $76.4K
|
20.8K
$861K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.7K+ 7.28% |
$63.5K - $73K
|
25.1K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.57K+ 20.05% |
$58.7K - $67.5K
|
9.41K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.46K+ 25.99% |
$54.6K - $62.7K
|
7.08K
$294K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.4K+ 11.68% |
$52.3K - $60.1K
|
13.4K
$555K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.23K+ 18.6% |
$45.9K - $52.8K
|
7.84K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.19K+ 16.25% |
$44.4K - $51.1K
|
8.51K
$353K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
915+ 15.63% |
$34.2K - $39.3K
|
6.77K
$281K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
866+ 2.24% |
$32.4K - $37.2K
|
39.5K
$1.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
866+ 5.79% |
$32.4K - $37.2K
|
15.8K
$656K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
772New |
$28.8K - $33.2K
|
772
$32K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
666+ 12.61% |
$24.9K - $28.6K
|
5.95K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
643+ 4.7% |
$24K - $27.6K
|
14.3K
$594K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
631+ 9.48% |
$23.6K - $27.1K
|
7.29K
$302K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
513New |
$19.2K - $22K
|
513
$21.3K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
422+ 2.11% |
$15.8K - $18.1K
|
20.4K
$845K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
250New |
$9.34K - $10.7K
|
250
$10.4K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
207+ 2.38% |
$7.74K - $8.89K
|
8.92K
$370K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
178New |
$6.65K - $7.65K
|
178
$7.38K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
145New |
$5.42K - $6.23K
|
145
$6.01K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
112New |
$4.19K - $4.81K
|
112
$4.64K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
110+ 0.82% |
$4.11K - $4.72K
|
13.5K
$559K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
92+ 18.33% |
$3.44K - $3.95K
|
594
$24.6K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
84+ 6.34% |
$3.14K - $3.61K
|
1.41K
$58.4K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43New |
$1.61K - $1.85K
|
43
$1.78K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
16New |
$598 - $687
|
16
$663
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
14New |
$523 - $601
|
14
$580
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
13New |
$486 - $558
|
13
$539
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11New |
$411 - $472
|
11
$456
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8+ 1.24% |
$299 - $344
|
652
$27K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
223KNew |
$8.52M - $9.41M
|
223K
$9.26M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
121KNew |
$4.62M - $5.1M
|
121K
$5.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
31.5KNew |
$1.2M - $1.33M
|
31.5K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26.7KNew |
$1.02M - $1.12M
|
26.7K
$1.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
18.9KNew |
$722K - $797K
|
18.9K
$784K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.7KNew |
$599K - $662K
|
15.7K
$651K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
13.9KNew |
$531K - $586K
|
13.9K
$577K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13KNew |
$495K - $546K
|
13K
$538K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
9.27KNew |
$354K - $390K
|
9.27K
$384K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.52KNew |
$325K - $359K
|
8.52K
$353K
|
|