Purchases and Sales Made in Q1 2024 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q1 2024. 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 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.54M+ 53.33% |
$95.1M - $109M
|
7.31M
$301M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.67M+ 169.0% |
$62.4M - $71.7M
|
2.66M
$109M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
795K+ 51.02% |
$29.7M - $34.1M
|
2.35M
$96.7M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
747K+ 39.09% |
$27.9M - $32.1M
|
2.66M
$109M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
665K+ 55.3% |
$24.8M - $28.5M
|
1.87M
$76.7M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
564K+ 7.69% |
$21.1M - $24.2M
|
7.9M
$325M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
387K+ 193.93% |
$14.5M - $16.6M
|
587K
$24.1M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
247K+ 256.85% |
$9.24M - $10.6M
|
343K
$14.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
240K+ 12.26% |
$8.99M - $10.3M
|
2.2M
$90.6M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
231KNew |
$8.64M - $9.93M
|
231K
$9.51M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
202KNew |
$7.56M - $8.68M
|
202K
$8.31M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
161KNew |
$6M - $6.9M
|
161K
$6.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
156K+ 9.85% |
$5.81M - $6.68M
|
1.74M
$71.4M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
119K+ 37.41% |
$4.46M - $5.12M
|
438K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.7K+ 4.13% |
$3.54M - $4.07M
|
2.39M
$98.1M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
89.7KNew |
$3.35M - $3.85M
|
89.7K
$3.69M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
87.2K+ 8.21% |
$3.26M - $3.74M
|
1.15M
$47.2M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
84.3KNew |
$3.15M - $3.62M
|
84.3K
$3.47M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.7K+ 15.28% |
$3.02M - $3.47M
|
609K
$25M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
78.3K+ 70.07% |
$2.93M - $3.36M
|
190K
$7.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
71.6K+ 32.07% |
$2.68M - $3.08M
|
295K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
69.2KNew |
$2.59M - $2.97M
|
69.2K
$2.85M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
68.5KNew |
$2.56M - $2.94M
|
68.5K
$2.82M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
66.8KNew |
$2.5M - $2.87M
|
66.8K
$2.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
64.4KNew |
$2.41M - $2.77M
|
64.4K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64.3K+ 13.17% |
$2.4M - $2.76M
|
553K
$22.7M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
60.9K+ 121.21% |
$2.27M - $2.61M
|
111K
$4.57M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
57.8KNew |
$2.16M - $2.48M
|
57.8K
$2.38M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
57.5K+ 11128.05% |
$2.15M - $2.47M
|
58K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53.9K+ 26.4% |
$2.01M - $2.31M
|
258K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
52.5K+ 342.89% |
$1.96M - $2.26M
|
67.8K
$2.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
52.3K+ 17.57% |
$1.95M - $2.24M
|
350K
$14.4M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
51.6K+ 825.0% |
$1.93M - $2.22M
|
57.9K
$2.38M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
51.2K+ 4354.55% |
$1.91M - $2.2M
|
52.3K
$2.15M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
49.7KNew |
$1.86M - $2.13M
|
49.7K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.7K+ 7.33% |
$1.75M - $2.01M
|
685K
$28.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
46.6K+ 332.47% |
$1.74M - $2M
|
60.7K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.6K+ 161.47% |
$1.67M - $1.92M
|
72.2K
$2.97M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
43.3K+ 97.09% |
$1.62M - $1.86M
|
87.8K
$3.61M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
41.8KNew |
$1.56M - $1.79M
|
41.8K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40K+ 29.0% |
$1.49M - $1.72M
|
178K
$7.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
39K+ 19.1% |
$1.46M - $1.68M
|
243K
$10M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.5K+ 17.5% |
$1.44M - $1.65M
|
258K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
36.6K+ 611.67% |
$1.37M - $1.57M
|
42.6K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.4K+ 11.92% |
$1.36M - $1.56M
|
342K
$14.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
35.5K+ 46.08% |
$1.33M - $1.53M
|
113K
$4.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
35.1K+ 4.69% |
$1.31M - $1.51M
|
783K
$32.2M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.3KNew |
$1.28M - $1.47M
|
34.3K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
33.7KNew |
$1.26M - $1.45M
|
33.7K
$1.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
33.6KNew |
$1.25M - $1.44M
|
33.6K
$1.38M
|