Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-55.6K- 95.7% |
$2.16M - $2.35M
|
2.5K
$103K
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-42K- 19.73% |
$1.64M - $1.78M
|
171K
$7.08M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-39.5K- 61.84% |
$1.54M - $1.67M
|
24.4K
$1.01M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15.8K- 38.49% |
$614K - $667K
|
25.2K
$1.04M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-9.07K- 48.94% |
$353K - $384K
|
9.46K
$392K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.31K- 35.54% |
$246K - $267K
|
11.4K
$474K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.17K- 78.35% |
$240K - $261K
|
1.7K
$70.6K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.03K- 30.07% |
$196K - $213K
|
11.7K
$485K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.3K- 66.88% |
$128K - $140K
|
1.63K
$67.6K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.22K- 99.51% |
$126K - $136K
|
16
$663
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.34K- 19.38% |
$91.2K - $99.1K
|
9.74K
$404K
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.98K- 4.9% |
$76.9K - $83.6K
|
38.3K
$1.59M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.73K- 0.48% |
$67.5K - $73.4K
|
359K
$14.9M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.47K- 10.28% |
$57K - $62K
|
12.8K
$530K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 8.11% |
$49.4K - $53.7K
|
14.4K
$595K
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 7.41% |
$48.3K - $52.5K
|
15.5K
$642K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.09K- 15.66% |
$42.6K - $46.3K
|
5.89K
$244K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1K- 5.31% |
$38.9K - $42.4K
|
17.8K
$739K
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-780- 2.8% |
$30.4K - $33K
|
27.1K
$1.12M
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-646- 75.2% |
$25.2K - $27.4K
|
213
$8.82K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-511- 8.09% |
$19.9K - $21.6K
|
5.81K
$241K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-399- 2.92% |
$15.5K - $16.9K
|
13.3K
$550K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-257- 15.16% |
$10K - $10.9K
|
1.44K
$59.6K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-171- 50.44% |
$6.66K - $7.24K
|
168
$6.96K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-154- 47.83% |
$6K - $6.52K
|
168
$6.96K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-140- 2.97% |
$5.45K - $5.93K
|
4.57K
$189K
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-122- 0.47% |
$4.75K - $5.17K
|
25.9K
$1.07M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-54- 51.92% |
$2.1K - $2.29K
|
50
$2.07K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-54- 13.57% |
$2.1K - $2.29K
|
344
$14.3K
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-45- 20.64% |
$1.75K - $1.91K
|
173
$7.17K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-40- 76.92% |
$1.56K - $1.69K
|
12
$497
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26- 1.26% |
$1.01K - $1.1K
|
2.04K
$84.5K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$38.9 - $42.4
|
8.59K
$356K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.09M- 89.65% |
$282M - $317M
|
818K
$33.9M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.71M- 91.41% |
$68M - $76.4M
|
160K
$6.64M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.47M- 55.36% |
$58.6M - $65.8M
|
1.19M
$49.1M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.45M- 65.97% |
$57.9M - $65M
|
750K
$31.1M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.04M- 90.38% |
$41.4M - $46.5M
|
110K
$4.58M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-795K- 33.78% |
$31.7M - $35.6M
|
1.56M
$64.5M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-717K- 30.07% |
$28.6M - $32.1M
|
1.67M
$69.1M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-454K- 82.02% |
$18.1M - $20.3M
|
99.4K
$4.12M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-359K- 61.11% |
$14.3M - $16.1M
|
228K
$9.46M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-324K- 74.04% |
$12.9M - $14.5M
|
114K
$4.71M
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-263K- 13.9% |
$10.5M - $11.8M
|
1.63M
$67.4M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-256K- 97.71% |
$10.2M - $11.5M
|
6K
$248K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-179K- 93.97% |
$7.12M - $7.99M
|
11.5K
$475K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-174K- 50.81% |
$6.93M - $7.78M
|
168K
$6.97M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-174K- 28.53% |
$6.93M - $7.78M
|
435K
$18M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-156K- 87.07% |
$6.23M - $7M
|
23.2K
$962K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-135K- 50.11% |
$5.36M - $6.02M
|
134K
$5.55M
|