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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19.3K- 89.97% |
$769K - $863K
|
2.15K
$90.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19.4K- 85.01% |
$772K - $867K
|
3.42K
$143K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.5K- 48.81% |
$776K - $872K
|
20.4K
$857K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-19.9K- 80.87% |
$794K - $891K
|
4.71K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-20K- 44.44% |
$797K - $895K
|
25K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.1K- 24.76% |
$921K - $1.03M
|
70.3K
$2.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-24.2K- 7.72% |
$963K - $1.08M
|
289K
$12.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-24.5K- 98.7% |
$975K - $1.1M
|
322
$13.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-24.8K- 14.81% |
$989K - $1.11M
|
143K
$5.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-24.8K- 71.84% |
$989K - $1.11M
|
9.73K
$408K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27.1K- 40.02% |
$1.08M - $1.22M
|
40.7K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-27.7K- 91.94% |
$1.1M - $1.24M
|
2.43K
$102K
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-28.1K- 70.31% |
$1.12M - $1.26M
|
11.9K
$499K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.4K- 86.62% |
$1.13M - $1.27M
|
4.39K
$184K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.9K- 68.64% |
$1.19M - $1.34M
|
13.7K
$573K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-30.3K- 41.3% |
$1.21M - $1.36M
|
43.1K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-30.8K- 20.12% |
$1.23M - $1.38M
|
122K
$5.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-31.5K- 82.84% |
$1.26M - $1.41M
|
6.53K
$274K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-35.5K- 76.27% |
$1.41M - $1.59M
|
11K
$463K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-35.7K- 85.92% |
$1.42M - $1.6M
|
5.84K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-36.8K- 86.43% |
$1.47M - $1.65M
|
5.78K
$243K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-39.1K- 26.48% |
$1.56M - $1.75M
|
109K
$4.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-39.2K- 87.54% |
$1.56M - $1.75M
|
5.58K
$234K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-40.3K- 49.62% |
$1.61M - $1.81M
|
41K
$1.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-40.5K- 72.17% |
$1.62M - $1.81M
|
15.6K
$656K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-41.6K- 77.51% |
$1.66M - $1.86M
|
12.1K
$507K
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-42K- 94.92% |
$1.67M - $1.88M
|
2.25K
$94.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-42.2K- 27.12% |
$1.68M - $1.89M
|
113K
$4.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-43K- 80.07% |
$1.72M - $1.93M
|
10.7K
$450K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-43.5K- 75.32% |
$1.73M - $1.95M
|
14.3K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46.4K- 73.49% |
$1.85M - $2.08M
|
16.7K
$702K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-46.5K- 64.34% |
$1.85M - $2.08M
|
25.8K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-46.5K- 23.0% |
$1.85M - $2.08M
|
156K
$6.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-46.6K- 86.0% |
$1.86M - $2.09M
|
7.59K
$318K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-50.6K- 58.13% |
$2.02M - $2.27M
|
36.5K
$1.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-51.8K- 98.92% |
$2.06M - $2.32M
|
565
$23.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-54.2K- 88.5% |
$2.16M - $2.43M
|
7.04K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-54.5K- 82.57% |
$2.17M - $2.44M
|
11.5K
$482K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-55.1K- 15.63% |
$2.19M - $2.46M
|
297K
$12.5M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-57.2K- 85.33% |
$2.28M - $2.56M
|
9.83K
$413K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-59.6K- 66.31% |
$2.38M - $2.67M
|
30.3K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-60.3K- 99.34% |
$2.4M - $2.7M
|
398
$16.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-60.9K- 10.09% |
$2.43M - $2.72M
|
543K
$22.8M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-61.5K- 70.02% |
$2.45M - $2.75M
|
26.3K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-63K- 91.01% |
$2.51M - $2.82M
|
6.22K
$261K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63.1K- 38.34% |
$2.52M - $2.83M
|
102K
$4.26M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-69.2K- 90.83% |
$2.76M - $3.1M
|
6.99K
$293K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-69.2K- 65.35% |
$2.76M - $3.1M
|
36.7K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-69.3K- 88.47% |
$2.76M - $3.1M
|
9.03K
$379K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-70.7K- 92.18% |
$2.82M - $3.17M
|
6K
$252K
|