Purchases and Sales Made in Q3 2023 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q3 2023. 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 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.72KNew |
$207K - $241K
|
5.72K
$240K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.45KNew |
$197K - $230K
|
5.45K
$229K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.38KNew |
$195K - $227K
|
5.38K
$226K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.35K+ 2.4% |
$194K - $226K
|
229K
$9.6M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.2KNew |
$188K - $219K
|
5.2K
$218K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.12KNew |
$185K - $216K
|
5.12K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.02KNew |
$182K - $212K
|
5.02K
$211K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.77KNew |
$173K - $201K
|
4.77K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
4.75K+ 340.3% |
$172K - $201K
|
6.15K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.75K+ 12.06% |
$172K - $200K
|
44.2K
$1.85M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.34K+ 3.09% |
$157K - $183K
|
145K
$6.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.33K+ 13.64% |
$157K - $182K
|
36K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.87K+ 15.58% |
$140K - $163K
|
28.7K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
3.78K+ 63.22% |
$137K - $159K
|
9.75K
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.38K+ 1.63% |
$122K - $143K
|
211K
$8.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.23K+ 10.5% |
$117K - $136K
|
34K
$1.43M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.01K+ 50.39% |
$109K - $127K
|
8.97K
$376K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.71KNew |
$98.3K - $115K
|
2.71K
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.59K+ 1.1% |
$93.7K - $109K
|
237K
$9.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.47K+ 20.87% |
$89.4K - $104K
|
14.3K
$600K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.47KNew |
$89.3K - $104K
|
2.47K
$103K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1.96K+ 17.44% |
$71K - $82.7K
|
13.2K
$554K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.75K+ 26.19% |
$63.4K - $73.8K
|
8.43K
$354K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.6K+ 1.62% |
$57.9K - $67.5K
|
101K
$4.22M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.46K+ 14.4% |
$52.7K - $61.4K
|
11.6K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.39K+ 13.56% |
$50.2K - $58.5K
|
11.6K
$487K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.38K+ 24.64% |
$50.1K - $58.4K
|
7K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.2K+ 0.99% |
$43.5K - $50.6K
|
123K
$5.15M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 2.38% |
$38.4K - $44.7K
|
45.7K
$1.92M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
980New |
$35.5K - $41.3K
|
980
$41.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
951+ 16.5% |
$34.4K - $40.1K
|
6.72K
$282K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
925+ 268.12% |
$33.5K - $39K
|
1.27K
$53.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
915+ 0.69% |
$33.1K - $38.6K
|
133K
$5.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
800+ 36.36% |
$29K - $33.8K
|
3K
$126K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
789+ 12.87% |
$28.6K - $33.3K
|
6.92K
$290K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
652+ 6.35% |
$23.6K - $27.5K
|
10.9K
$458K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
627New |
$22.7K - $26.5K
|
627
$26.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
619New |
$22.4K - $26.1K
|
619
$26K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
432New |
$15.6K - $18.2K
|
432
$18.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
369+ 5.88% |
$13.4K - $15.6K
|
6.64K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
338+ 1.29% |
$12.2K - $14.3K
|
26.4K
$1.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
319+ 7.96% |
$11.6K - $13.5K
|
4.33K
$182K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
260New |
$9.41K - $11K
|
260
$10.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200+ 363.64% |
$7.24K - $8.44K
|
255
$10.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
177New |
$6.41K - $7.47K
|
177
$7.43K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
167+ 0.68% |
$6.05K - $7.05K
|
24.8K
$1.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150New |
$5.43K - $6.33K
|
150
$6.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
135+ 1.85% |
$4.89K - $5.7K
|
7.41K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
132New |
$4.78K - $5.57K
|
132
$5.54K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
130New |
$4.71K - $5.48K
|
130
$5.46K
|