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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100- 0.24% |
$3.99K - $4.48K
|
42K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-101- 10.1% |
$4.03K - $4.52K
|
899
$37.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-176- 77.19% |
$7.02K - $7.88K
|
52
$2.18K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-176- 5.16% |
$7.02K - $7.88K
|
3.23K
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-186- 1.39% |
$7.41K - $8.33K
|
13.2K
$555K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-200- 2.09% |
$7.97K - $8.95K
|
9.37K
$393K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-225- 2.0% |
$8.97K - $10.1K
|
11K
$462K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-258- 4.48% |
$10.3K - $11.5K
|
5.5K
$231K
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-298- 2.26% |
$11.9K - $13.3K
|
12.9K
$541K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-305- 71.43% |
$12.2K - $13.7K
|
122
$5.12K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-310- 0.1% |
$12.4K - $13.9K
|
300K
$12.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-327- 4.41% |
$13K - $14.6K
|
7.1K
$298K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-377- 1.64% |
$15K - $16.9K
|
22.6K
$950K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-398- 1.24% |
$15.9K - $17.8K
|
31.8K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-415- 95.84% |
$16.5K - $18.6K
|
18
$755
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-428- 2.49% |
$17.1K - $19.2K
|
16.7K
$702K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-471- 11.12% |
$18.8K - $21.1K
|
3.77K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-488Closed |
$19.5K - $21.8K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-506- 1.5% |
$20.2K - $22.6K
|
33.2K
$1.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-559- 2.1% |
$22.3K - $25K
|
26K
$1.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-561- 11.72% |
$22.4K - $25.1K
|
4.22K
$177K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-579- 10.13% |
$23.1K - $25.9K
|
5.14K
$216K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-594- 69.15% |
$23.7K - $26.6K
|
265
$11.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-606- 4.74% |
$24.2K - $27.1K
|
12.2K
$512K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-607- 8.76% |
$24.2K - $27.2K
|
6.33K
$265K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-662- 75.23% |
$26.4K - $29.6K
|
218
$9.15K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-706- 5.55% |
$28.1K - $31.6K
|
12K
$504K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-740- 3.86% |
$29.5K - $33.1K
|
18.4K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-760- 42.29% |
$30.3K - $34K
|
1.04K
$43.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-923- 1.17% |
$36.8K - $41.3K
|
78.1K
$3.28M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-987- 50.8% |
$39.3K - $44.2K
|
956
$40.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1K- 6.27% |
$39.9K - $44.8K
|
15K
$628K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.01K- 97.31% |
$40.4K - $45.3K
|
28
$1.18K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.02K- 5.83% |
$40.7K - $45.7K
|
16.5K
$691K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.06K- 49.51% |
$42.1K - $47.2K
|
1.08K
$45.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.08K- 5.49% |
$42.9K - $48.2K
|
18.5K
$778K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.25K- 11.85% |
$49.8K - $56K
|
9.3K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 95.0% |
$50.7K - $57K
|
67
$2.81K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-1.29K- 1.56% |
$51.5K - $57.8K
|
81.3K
$3.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.37K- 4.71% |
$54.5K - $61.2K
|
27.7K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.4K- 10.9% |
$55.6K - $62.4K
|
11.4K
$479K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.4K- 2.82% |
$55.7K - $62.6K
|
48.1K
$2.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.42K- 70.37% |
$56.6K - $63.6K
|
598
$25.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.87K- 45.15% |
$74.4K - $83.6K
|
2.27K
$95.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.9K- 23.0% |
$75.6K - $84.9K
|
6.35K
$267K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.95K- 4.62% |
$77.7K - $87.3K
|
40.3K
$1.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.02K- 97.77% |
$80.5K - $90.4K
|
46
$1.93K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.24K- 96.92% |
$89.1K - $100K
|
71
$2.98K
|
|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-2.36K- 5.22% |
$93.9K - $105K
|
42.8K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.93K- 7.58% |
$117K - $131K
|
35.7K
$1.5M
|