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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
33.5KNew |
$1.25M - $1.44M
|
33.5K
$1.38M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.6K+ 348.26% |
$1.22M - $1.4M
|
42K
$1.73M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.3K+ 7.81% |
$1.21M - $1.39M
|
446K
$18.3M
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
32.2KNew |
$1.2M - $1.38M
|
32.2K
$1.32M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
29K+ 58.88% |
$1.08M - $1.25M
|
78.3K
$3.22M
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.7K+ 134.58% |
$1.07M - $1.23M
|
50K
$2.06M
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
28K+ 47.46% |
$1.05M - $1.2M
|
87.1K
$3.58M
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
26.8KNew |
$1M - $1.15M
|
26.8K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.4K+ 34.38% |
$987K - $1.13M
|
103K
$4.25M
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
26K+ 1391.0% |
$970K - $1.12M
|
27.8K
$1.14M
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
25.5K+ 39.49% |
$951K - $1.09M
|
89.9K
$3.7M
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
25.3K+ 70.57% |
$947K - $1.09M
|
61.2K
$2.52M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.3K+ 18.27% |
$947K - $1.09M
|
164K
$6.74M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
24.6KNew |
$920K - $1.06M
|
24.6K
$1.01M
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
24.2K+ 466.74% |
$904K - $1.04M
|
29.4K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
24KNew |
$898K - $1.03M
|
24K
$988K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.9KNew |
$895K - $1.03M
|
23.9K
$984K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
23.5KNew |
$880K - $1.01M
|
23.5K
$968K
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.8K+ 56.7% |
$853K - $981K
|
63.1K
$2.6M
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
22K+ 26.71% |
$821K - $944K
|
104K
$4.29M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
21.8K+ 726.4% |
$814K - $936K
|
24.8K
$1.02M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.8K+ 34.85% |
$813K - $934K
|
84.2K
$3.46M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
20.9K+ 7.25% |
$779K - $896K
|
309K
$12.7M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
20.4KNew |
$762K - $875K
|
20.4K
$838K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.7K+ 131.28% |
$736K - $846K
|
34.7K
$1.43M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
19.6K+ 22.78% |
$734K - $844K
|
106K
$4.36M
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
19.6KNew |
$733K - $842K
|
19.6K
$806K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.3K+ 13.3% |
$723K - $831K
|
165K
$6.77M
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
19.1KNew |
$714K - $821K
|
19.1K
$786K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18.7K+ 13.86% |
$697K - $801K
|
153K
$6.3M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.3KNew |
$685K - $787K
|
18.3K
$754K
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
18.1K+ 67.93% |
$676K - $777K
|
44.7K
$1.84M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18KNew |
$674K - $774K
|
18K
$741K
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
17.8KNew |
$664K - $763K
|
17.8K
$730K
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
17.7K+ 15.61% |
$660K - $758K
|
131K
$5.38M
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
17.1K+ 46.77% |
$640K - $735K
|
53.7K
$2.21M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
16.9K+ 374.68% |
$632K - $727K
|
21.4K
$881K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.7K+ 6.26% |
$625K - $719K
|
284K
$11.7M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.6K+ 11.94% |
$621K - $713K
|
156K
$6.4M
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
16.4K+ 150.61% |
$612K - $704K
|
27.3K
$1.12M
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
16.3K+ 43.65% |
$610K - $701K
|
53.7K
$2.21M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16K+ 86.63% |
$599K - $689K
|
34.5K
$1.42M
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
15.8KNew |
$589K - $676K
|
15.8K
$648K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.5K+ 212.27% |
$578K - $664K
|
22.7K
$935K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.3K+ 49.14% |
$573K - $658K
|
46.5K
$1.91M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
15.3K+ 58.31% |
$571K - $657K
|
41.5K
$1.71M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.2K+ 16.24% |
$567K - $652K
|
109K
$4.47M
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
14.8K+ 141.8% |
$554K - $637K
|
25.3K
$1.04M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
14.8KNew |
$552K - $634K
|
14.8K
$607K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 57.3% |
$543K - $624K
|
39.9K
$1.64M
|