Purchases and Sales Made in Q2 2025 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q2 2025. 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 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
11K+ 22.99% |
$381K - $464K
|
58.7K
$2.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
6.18K+ 1.76% |
$214K - $261K
|
356K
$14.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.66KNew |
$196K - $239K
|
5.66K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
4.97K+ 1.72% |
$173K - $210K
|
295K
$11.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.46KNew |
$120K - $146K
|
3.46K
$138K
|
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
2.7K+ 2.99% |
$93.5K - $114K
|
92.9K
$3.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.68K+ 2153.85% |
$58.3K - $71.1K
|
1.76K
$70.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.44K+ 92.56% |
$50.1K - $61.1K
|
3K
$120K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.28K+ 6.66% |
$44.2K - $54K
|
20.4K
$818K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.1K+ 2.56% |
$38.3K - $46.7K
|
44.3K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
512+ 0.18% |
$17.8K - $21.7K
|
281K
$11.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
248+ 1.86% |
$8.6K - $10.5K
|
13.6K
$545K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 1.5% |
$624 - $762
|
1.22K
$48.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
17+ 11.64% |
$590 - $719
|
163
$6.53K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
16+ 0.06% |
$555 - $677
|
24.7K
$990K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 2.25% |
$139 - $169
|
182
$7.29K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-34- 0.49% |
$1.18K - $1.44K
|
6.96K
$279K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-447- 50.17% |
$15.5K - $18.9K
|
444
$17.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-597- 98.35% |
$20.7K - $25.3K
|
10
$400
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-809- 10.22% |
$28.1K - $34.2K
|
7.11K
$285K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-840- 11.34% |
$29.1K - $35.5K
|
6.57K
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.09K- 3.13% |
$38K - $46.3K
|
33.9K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.12K- 12.09% |
$38.7K - $47.3K
|
8.12K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.19K- 14.36% |
$41.2K - $50.3K
|
7.09K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-3.14K- 31.72% |
$109K - $133K
|
6.76K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.39K- 16.02% |
$152K - $186K
|
23K
$922K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-6.1K- 10.11% |
$212K - $258K
|
54.2K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-7.05K- 38.47% |
$245K - $298K
|
11.3K
$451K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-26KClosed |
$901K - $1.1M
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-50.4K- 46.18% |
$1.75M - $2.13M
|
58.8K
$2.35M
|