Purchases and Sales Made in Q2 2024 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
196+ 0.08% |
$7.81K - $8.77K
|
236K
$9.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
192+ 1.57% |
$7.65K - $8.59K
|
12.5K
$523K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
185New |
$7.37K - $8.28K
|
185
$7.76K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
177+ 2.26% |
$7.06K - $7.92K
|
8.02K
$337K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
163+ 92.61% |
$6.5K - $7.3K
|
339
$14.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
156+ 3.27% |
$6.22K - $6.98K
|
4.93K
$207K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
141New |
$5.62K - $6.31K
|
141
$5.92K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
135+ 1.93% |
$5.38K - $6.04K
|
7.14K
$300K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
121+ 2.7% |
$4.82K - $5.42K
|
4.6K
$193K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
115+ 2.4% |
$4.58K - $5.15K
|
4.92K
$206K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
110+ 1.6% |
$4.38K - $4.92K
|
7.01K
$294K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
107+ 19.6% |
$4.27K - $4.79K
|
653
$27.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
87+ 14.48% |
$3.47K - $3.89K
|
688
$28.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
83New |
$3.31K - $3.72K
|
83
$3.48K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
77+ 0.9% |
$3.07K - $3.45K
|
8.59K
$361K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
74New |
$2.95K - $3.31K
|
74
$3.11K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
58+ 0.29% |
$2.31K - $2.6K
|
19.8K
$831K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
57+ 57.0% |
$2.27K - $2.55K
|
157
$6.59K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
42New |
$1.67K - $1.88K
|
42
$1.76K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
41+ 0.61% |
$1.63K - $1.84K
|
6.72K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
36+ 0.41% |
$1.43K - $1.61K
|
8.75K
$367K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
35+ 0.44% |
$1.4K - $1.57K
|
7.91K
$332K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
31+ 2.3% |
$1.24K - $1.39K
|
1.38K
$57.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
31New |
$1.24K - $1.39K
|
31
$1.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
29+ 1.16% |
$1.16K - $1.3K
|
2.53K
$106K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24New |
$957 - $1.07K
|
24
$1.01K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23+ 1.99% |
$917 - $1.03K
|
1.18K
$49.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
18+ 1.25% |
$717 - $806
|
1.46K
$61.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18+ 0.42% |
$717 - $806
|
4.35K
$182K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16New |
$638 - $716
|
16
$672
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 2.2% |
$438 - $492
|
511
$21.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7+ 3.85% |
$279 - $313
|
189
$7.93K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 45.45% |
$199 - $224
|
16
$672
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 2.34% |
$159 - $179
|
175
$7.34K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 2.42% |
$159 - $179
|
169
$7.09K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3New |
$120 - $134
|
3
$126
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1New |
$39.9 - $44.8
|
1
$42
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-3- 0.06% |
$120 - $134
|
5K
$210K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-6- 0.06% |
$239 - $269
|
9.8K
$411K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 1.69% |
$438 - $492
|
638
$26.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-14- 6.25% |
$558 - $627
|
210
$8.81K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-16- 0.17% |
$638 - $716
|
9.66K
$405K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-44- 48.89% |
$1.75K - $1.97K
|
46
$1.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-49- 0.78% |
$1.95K - $2.19K
|
6.2K
$260K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-61- 0.73% |
$2.43K - $2.73K
|
8.26K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-63- 0.52% |
$2.51K - $2.82K
|
12K
$503K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-77- 0.14% |
$3.07K - $3.45K
|
53.9K
$2.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-83- 0.88% |
$3.31K - $3.72K
|
9.4K
$394K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-99- 2.84% |
$3.95K - $4.43K
|
3.38K
$142K
|