Purchases and Sales Made in Q3 2022 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q3 2022. 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 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.28MNew |
$40.2M - $49.6M
|
1.28M
$54.1M
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
309K+ 7.5% |
$9.71M - $12M
|
4.43M
$187M
|
|
Nov 08, 2022
Q3 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
235K+ 75.72% |
$7.37M - $9.09M
|
544K
$23M
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
129K+ 17.79% |
$4.06M - $5.02M
|
857K
$36.2M
|
|
Oct 28, 2022
Q3 2022
|
Verger Capital Management LLC
|
BUY
|
- |
114K+ 30.83% |
$3.59M - $4.43M
|
485K
$20.5M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
99.8K+ 54.11% |
$3.14M - $3.87M
|
284K
$12M
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
69K+ 32.44% |
$2.17M - $2.67M
|
282K
$11.9M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
64.1K+ 306.04% |
$2.01M - $2.49M
|
85.1K
$3.59M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
51.5K+ 2.94% |
$1.62M - $2M
|
1.8M
$76.2M
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
48.2K+ 8.97% |
$1.51M - $1.87M
|
585K
$24.7M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.5K+ 2.74% |
$1.46M - $1.8M
|
1.74M
$73.7M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41.9K+ 9529.77% |
$1.32M - $1.63M
|
42.4K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.3K+ 12.26% |
$1.23M - $1.52M
|
359K
$15.2M
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
34.8K+ 4.24% |
$1.09M - $1.35M
|
857K
$36.2M
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
34.6K+ 20.67% |
$1.09M - $1.34M
|
202K
$8.52M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29K+ 15.24% |
$912K - $1.13M
|
220K
$9.27M
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
27.3K+ 2843.8% |
$857K - $1.06M
|
28.2K
$1.19M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
23.6KNew |
$740K - $914K
|
23.6K
$995K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.4KNew |
$736K - $908K
|
23.4K
$990K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16.6K+ 3.73% |
$521K - $643K
|
462K
$19.5M
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
BUY
|
- |
15.6KNew |
$489K - $604K
|
15.6K
$658K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.2K+ 16.51% |
$479K - $591K
|
108K
$4.54M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
15.1KNew |
$473K - $584K
|
15.1K
$636K
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.2KNew |
$352K - $434K
|
11.2K
$473K
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.2KNew |
$289K - $357K
|
9.2K
$389K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.4K+ 49.71% |
$232K - $287K
|
22.3K
$940K
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
7.16K+ 19.1% |
$225K - $277K
|
44.6K
$1.89M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.38KNew |
$200K - $247K
|
6.38K
$269K
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.09KNew |
$191K - $236K
|
6.09K
$257K
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
6.01KNew |
$189K - $233K
|
6.01K
$254K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
6.01KNew |
$189K - $233K
|
6.01K
$254K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
5.88K+ 5.13% |
$185K - $228K
|
120K
$5.08M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.84KNew |
$183K - $226K
|
5.84K
$247K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.67K+ 9.78% |
$178K - $220K
|
63.6K
$2.69M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.3K+ 33.29% |
$167K - $206K
|
21.2K
$897K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5KNew |
$157K - $194K
|
5K
$211K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.81K+ 28.26% |
$120K - $148K
|
17.3K
$730K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.78K+ 23.4% |
$119K - $146K
|
19.9K
$842K
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.78K+ 48.61% |
$119K - $146K
|
11.5K
$487K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.29K+ 48.85% |
$103K - $127K
|
10K
$423K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.29K+ 48.85% |
$103K - $127K
|
10K
$423K
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.09K+ 12.63% |
$97.1K - $120K
|
27.5K
$1.16M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.04KNew |
$95.5K - $118K
|
3.04K
$128K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.72K+ 2.81% |
$85.3K - $105K
|
99.4K
$4.2M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
2.71K+ 0.63% |
$85.1K - $105K
|
433K
$18.3M
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
2.2KNew |
$69.1K - $85.3K
|
2.2K
$92.9K
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.95K+ 15.98% |
$61.2K - $75.5K
|
14.1K
$597K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.85K+ 1.05% |
$58.1K - $71.7K
|
178K
$7.51M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.73KNew |
$54.4K - $67.1K
|
1.73K
$73.1K
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.42K+ 21.31% |
$44.5K - $55K
|
8.07K
$341K
|