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 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.04KNew |
$226K - $259K
|
6.04K
$236K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.96KNew |
$223K - $256K
|
5.96K
$233K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.89K+ 24.28% |
$220K - $253K
|
30.1K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.84KNew |
$218K - $251K
|
5.84K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.75KNew |
$215K - $247K
|
5.75K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.75KNew |
$215K - $247K
|
5.75K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.72KNew |
$214K - $246K
|
5.72K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
5.53K+ 4.82% |
$207K - $237K
|
120K
$4.7M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.47KNew |
$204K - $235K
|
5.47K
$214K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
5.28K+ 13.06% |
$197K - $227K
|
45.7K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.21K+ 11.05% |
$195K - $224K
|
52.4K
$2.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.17K+ 22.12% |
$193K - $222K
|
28.6K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
5.09K+ 70.85% |
$190K - $218K
|
12.3K
$479K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.04K+ 54.72% |
$188K - $217K
|
14.3K
$557K
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
5KNew |
$187K - $215K
|
5K
$196K
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
4.99KNew |
$187K - $214K
|
4.99K
$195K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.98KNew |
$186K - $214K
|
4.98K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.84KNew |
$181K - $208K
|
4.84K
$189K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.84K+ 94.43% |
$181K - $208K
|
9.96K
$389K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
4.79KNew |
$179K - $206K
|
4.79K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.78KNew |
$179K - $205K
|
4.78K
$187K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4.77KNew |
$178K - $205K
|
4.77K
$186K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.72K+ 16.79% |
$176K - $203K
|
32.8K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.69KNew |
$175K - $201K
|
4.69K
$183K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 36.59% |
$169K - $194K
|
16.9K
$659K
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
4.32K+ 30.65% |
$162K - $186K
|
18.4K
$720K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.24K+ 3.86% |
$159K - $182K
|
114K
$4.47M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.23KNew |
$158K - $182K
|
4.23K
$165K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.19KNew |
$157K - $180K
|
4.19K
$164K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
4.19KNew |
$157K - $180K
|
4.19K
$164K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.14K+ 28.78% |
$155K - $178K
|
18.5K
$723K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.09K+ 5.1% |
$153K - $175K
|
84.3K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.03K+ 12.8% |
$151K - $173K
|
35.5K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.89K+ 37.05% |
$145K - $167K
|
14.4K
$563K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.88K+ 10.74% |
$145K - $167K
|
40K
$1.56M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.79K+ 23.95% |
$142K - $163K
|
19.6K
$767K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.75K+ 6.02% |
$140K - $161K
|
66.1K
$2.58M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.66K+ 37.86% |
$137K - $157K
|
13.3K
$521K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.65K+ 10.06% |
$136K - $157K
|
39.9K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.52K+ 39.74% |
$131K - $151K
|
12.4K
$483K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.47K+ 31.79% |
$130K - $149K
|
14.4K
$562K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.43K+ 28.1% |
$128K - $147K
|
15.6K
$611K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.41KNew |
$127K - $146K
|
3.41K
$133K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.4K+ 23.72% |
$127K - $146K
|
17.7K
$693K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.37K+ 1.07% |
$126K - $145K
|
317K
$12.4M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.33K+ 5.25% |
$125K - $143K
|
66.9K
$2.61M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
3.31K+ 5.19% |
$124K - $142K
|
67K
$2.62M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.26K+ 2.33% |
$122K - $140K
|
143K
$5.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.24K+ 33.48% |
$121K - $139K
|
12.9K
$505K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.23K+ 17.56% |
$121K - $139K
|
21.6K
$846K
|