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 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 1.92% |
$34.9 - $41.2
|
53
$2.2K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
438KNew |
$15.4M - $18.4M
|
438K
$18.1M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
10.5K+ 21.23% |
$369K - $440K
|
59.9K
$2.48M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.54KNew |
$230K - $275K
|
6.54K
$271K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.3KNew |
$45.5K - $54.4K
|
1.3K
$53.7K
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.12K+ 12.18% |
$39.4K - $47.1K
|
10.3K
$428K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
775New |
$27.2K - $32.5K
|
775
$32.1K
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
684+ 11.38% |
$24K - $28.7K
|
6.7K
$278K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
542New |
$19.1K - $22.8K
|
542
$22.5K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
542+ 100.0% |
$19.1K - $22.8K
|
1.08K
$44.9K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
525New |
$18.5K - $22K
|
525
$21.8K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
513+ 1.66% |
$18K - $21.5K
|
31.4K
$1.3M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
300New |
$10.5K - $12.6K
|
300
$12.4K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100New |
$3.52K - $4.2K
|
100
$4.15K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
75New |
$2.64K - $3.15K
|
75
$3.11K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
57New |
$2K - $2.39K
|
57
$2.36K
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
38+ 2.28% |
$1.34K - $1.6K
|
1.7K
$70.6K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20New |
$703 - $840
|
20
$829
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.01% |
$35.2 - $42
|
9.54K
$395K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.28MNew |
$40.2M - $49.6M
|
1.28M
$53.1M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.38KNew |
$200K - $247K
|
6.38K
$264K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.84KNew |
$183K - $226K
|
5.84K
$242K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
491+ 0.8% |
$15.4K - $19K
|
61.7K
$2.56M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
103New |
$3.24K - $3.99K
|
103
$4.27K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
38New |
$1.19K - $1.47K
|
38
$1.58K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
56.8K+ 878.57% |
$1.87M - $2.42M
|
63.3K
$2.62M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.4KNew |
$344K - $445K
|
10.4K
$433K
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
6.85KNew |
$225K - $292K
|
6.85K
$284K
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6.59KNew |
$217K - $281K
|
6.59K
$273K
|
|
Aug 15, 2022
Q2 2022
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.2K+ 42.62% |
$171K - $222K
|
17.4K
$721K
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
4.68KNew |
$154K - $199K
|
4.68K
$194K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.1KNew |
$36.2K - $46.9K
|
1.1K
$45.6K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
955New |
$31.4K - $40.7K
|
955
$39.6K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
866New |
$28.5K - $36.9K
|
866
$35.9K
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
216New |
$7.1K - $9.2K
|
216
$8.95K
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
200New |
$6.58K - $8.52K
|
200
$8.29K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
179New |
$5.89K - $7.63K
|
179
$7.42K
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
103New |
$3.39K - $4.39K
|
103
$4.27K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42+ 1.99% |
$1.38K - $1.79K
|
2.16K
$89.3K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8+ 2.07% |
$263 - $341
|
394
$16.3K
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3+ 0.04% |
$98.7 - $128
|
6.99K
$290K
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 1.94% |
$65.8 - $85.2
|
105
$4.35K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
1New |
$32.9 - $42.6
|
1
$41.5
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
12.4KNew |
$351K - $461K
|
12.4K
$515K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
600New |
$17K - $22.3K
|
600
$24.9K
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
300New |
$8.48K - $11.1K
|
300
$12.4K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
53New |
$1.5K - $1.97K
|
53
$2.2K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
23+ 21.1% |
$650 - $853
|
132
$5.47K
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
920New |
$24.3K - $27.5K
|
920
$38.1K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
400New |
$10.5K - $11.9K
|
400
$16.6K
|