Purchases and Sales Made in Q1 2023 in Ishares Tr Global Energy ETF (IXC)

IXC Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR GLOBAL ENERGY ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 11, 2023 Q1 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
406K
New
$14.2M - $16.7M
406K $17.1M
Apr 26, 2023 Q1 2023
Madison Asset Management, LLC

Madison, WI
BUY
 -
247K
New
$8.61M - $10.2M
247K $10.4M
Apr 13, 2023 Q1 2023
Ewg Elevate Inc.

BUY
 -
105K
New
$3.67M - $4.33M
105K $4.41M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
85.3K
+ 49.65%
$2.98M - $3.51M
257K $10.8M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
82.1K
+ 19.39%
$2.87M - $3.38M
506K $21.2M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
70.4K
+ 45.37%
$2.46M - $2.9M
225K $9.46M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
60.8K
New
$2.12M - $2.5M
60.8K $2.55M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
54.2K
+ 11.57%
$1.89M - $2.23M
523K $21.9M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
49.5K
New
$1.73M - $2.04M
49.5K $2.08M
May 15, 2023 Q1 2023
Paul Tudor Jones Tudor Investment Corp Et Al | Stamford, Ct
BUY
 -
48.4K
New
$1.69M - $1.99M
48.4K $2.03M
May 09, 2023 Q1 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
31.5K
New
$1.1M - $1.3M
31.5K $1.32M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
28.1K
New
$980K - $1.16M
28.1K $1.18M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
27.6K
+ 5990.67%
$964K - $1.14M
28.1K $1.18M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
26.3K
New
$919K - $1.08M
26.3K $1.1M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
19.1K
+ 180.96%
$667K - $786K
29.7K $1.24M
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
18.8K
+ 4.71%
$656K - $773K
418K $17.5M
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
18.8K
+ 4.71%
$656K - $773K
418K $17.5M
May 08, 2023 Q1 2023
Baker Ellis Asset Management LLC

BUY
 -
18.7K
+ 65.44%
$651K - $768K
47.2K $1.98M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
18K
+ 8.7%
$629K - $741K
225K $9.44M
May 15, 2023 Q1 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
16.6K
New
$579K - $683K
16.6K $696K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
15.7K
+ 6.3%
$548K - $646K
265K $11.1M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
12.3K
New
$430K - $507K
12.3K $516K
Apr 18, 2023 Q1 2023
Affiance Financial, LLC

BUY
 -
11.1K
+ 31.34%
$386K - $455K
46.3K $1.94M
May 01, 2023 Q1 2023
Gen Trust, LLC

BUY
 -
10.4K
+ 42.44%
$362K - $427K
34.8K $1.46M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
9.86K
+ 2.84%
$344K - $406K
358K $15M
May 15, 2023 Q1 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
9.23K
New
$322K - $380K
9.23K $387K
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
8.85K
New
$309K - $364K
8.85K $371K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
7.29K
+ 6.06%
$254K - $300K
128K $5.35M
May 17, 2023 Q1 2023
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
7.07K
New
$247K - $291K
7.07K $297K
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
7.07K
New
$247K - $291K
7.07K $297K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
7.06K
+ 7.12%
$247K - $291K
106K $4.46M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
6.47K
New
$226K - $266K
6.47K $272K
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
6.32K
+ 5.67%
$221K - $260K
118K $4.95M
May 10, 2023 Q1 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
5.42K
+ 21.87%
$189K - $223K
30.2K $1.27M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.34K
New
$186K - $220K
5.34K $224K
Apr 14, 2023 Q1 2023
Ledge Wealth Management, Inc.

BUY
 -
5.22K
+ 9.98%
$182K - $215K
57.5K $2.42M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
5.08K
+ 20.33%
$177K - $209K
30K $1.26M
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
5K
New
$175K - $206K
5K $210K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.75K
New
$166K - $196K
4.75K $200K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
4.7K
+ 369.5%
$164K - $193K
5.97K $251K
May 11, 2023 Q1 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
4.59K
+ 13.88%
$160K - $189K
37.6K $1.58M
May 04, 2023 Q1 2023
Ifrah Financial Services, Inc.

BUY
 -
3.9K
+ 27.55%
$136K - $161K
18.1K $758K
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
3.88K
+ 25.53%
$135K - $160K
19.1K $800K
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
3.76K
New
$131K - $155K
3.76K $158K
May 12, 2023 Q1 2023
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
3.76K
+ 66.47%
$131K - $155K
9.41K $395K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
3.55K
+ 17.69%
$124K - $146K
23.6K $991K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
2.9K
+ 0.4%
$101K - $119K
719K $30.2M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
2.52K
+ 1.9%
$88.1K - $104K
135K $5.68M
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
2.5K
+ 16.68%
$87.4K - $103K
17.5K $735K

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