Purchases and Sales Made in Q3 2023 in Ishares Tr Global Energy ETF (IXC)

IXC Quotes by TradingView

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 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
117
New
$4.24K - $4.94K
117 $4.91K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
102
New
$3.69K - $4.3K
102 $4.28K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
100
New
$3.62K - $4.22K
100 $4.2K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
83
+ 0.09%
$3.01K - $3.5K
93.3K $3.92M
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
50
+ 0.3%
$1.81K - $2.11K
16.5K $694K
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
30
+ 3.05%
$1.09K - $1.27K
1.01K $42.5K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
27
+ 0.02%
$978 - $1.14K
108K $4.54M
Nov 06, 2023 Q3 2023
Ifrah Financial Services, Inc.

BUY
 -
19
+ 0.15%
$688 - $802
12.6K $528K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
13
+ 6.67%
$471 - $548
208 $8.73K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
2
+ 0.22%
$72.4 - $84.4
898 $37.7K
Oct 30, 2023 Q3 2023
Ameraudi Asset Management, Inc.

SELL
 -
-1
- 0.01%
$36.2 - $42.2
15.7K $657K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-16
- 0.29%
$579 - $675
5.51K $231K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-23
- 0.03%
$833 - $970
72.3K $3.03M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

SELL
 -
-23
- 1.62%
$833 - $970
1.4K $58.8K
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-26
- 0.39%
$941 - $1.1K
6.67K $280K
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

SELL
 -
-62
- 11.65%
$2.25K - $2.62K
470 $19.7K
Nov 09, 2023 Q3 2023
Innovis Asset Management LLC

Chicago, IL
SELL
 -
-71
- 0.17%
$2.57K - $3K
42.5K $1.78M
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-80
- 2.32%
$2.9K - $3.38K
3.37K $142K
Nov 07, 2023 Q3 2023
Cookson Peirce & CO Inc

SELL
 -
-92
- 0.8%
$3.33K - $3.88K
11.5K $481K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-94
- 0.32%
$3.4K - $3.97K
28.9K $1.21M
Oct 31, 2023 Q3 2023
James Investment Research Inc

SELL
 -
-115
- 0.31%
$4.16K - $4.85K
37.5K $1.57M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

SELL
 -
-125
- 0.63%
$4.53K - $5.27K
19.7K $826K
Nov 03, 2023 Q3 2023
Lincoln National Corp

SELL
 -
-136
- 0.1%
$4.92K - $5.74K
139K $5.82M
Nov 13, 2023 Q3 2023
New Millennium Group LLC

Sandy, UT
SELL
 -
-142
- 11.34%
$5.14K - $5.99K
1.11K $46.6K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-147
- 1.7%
$5.32K - $6.2K
8.52K $358K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-150
- 1.67%
$5.43K - $6.33K
8.81K $370K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

SELL
 -
-151
- 1.54%
$5.47K - $6.37K
9.64K $405K
Oct 19, 2023 Q3 2023
Mba Advisors LLC

Hermitage, PA
SELL
 -
-210
- 3.52%
$7.6K - $8.86K
5.76K $242K
Nov 13, 2023 Q3 2023
Credit Suisse Ag

Zurich, V8
SELL
 -
-223
- 0.68%
$8.07K - $9.41K
32.6K $1.37M
Nov 08, 2023 Q3 2023
Fort Sheridan Advisors LLC

Highland Park, IL
SELL
 -
-230
- 2.44%
$8.33K - $9.7K
9.21K $387K
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-250
- 1.76%
$9.05K - $10.5K
14K $587K
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
SELL
 -
-256
- 0.06%
$9.27K - $10.8K
431K $18.1M
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
SELL
 -
-275
Closed
$9.96K - $11.6K
0 $0
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

SELL
 -
-345
- 0.29%
$12.5K - $14.6K
120K $5.03M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-404
- 1.98%
$14.6K - $17K
20K $838K
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

SELL
 -
-520
- 1.75%
$18.8K - $21.9K
29.2K $1.22M
Nov 14, 2023 Q3 2023
Mai Capital Management

SELL
 -
-530
- 2.57%
$19.2K - $22.4K
20.1K $843K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-582
- 4.74%
$21.1K - $24.6K
11.7K $491K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-629
- 11.68%
$22.8K - $26.5K
4.76K $200K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-798
- 9.08%
$28.9K - $33.7K
7.99K $335K
Nov 07, 2023 Q3 2023
Van Cleef Asset Management,Inc

Beachwood, OH
SELL
 -
-817
- 0.27%
$29.6K - $34.5K
306K $12.9M
Oct 10, 2023 Q3 2023
Vontobel Holding Ltd.

SELL
 -
-998
- 5.0%
$36.1K - $42.1K
18.9K $795K
Jun 03, 2024 Q3 2023
Vontobel Holding Ltd.

SELL
 -
-998
- 5.0%
$36.1K - $42.1K
18.9K $795K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-1.03K
- 11.38%
$37.1K - $43.2K
7.98K $335K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

SELL
 -
-1.04K
- 7.76%
$37.7K - $43.9K
12.4K $519K
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-1.17K
- 7.37%
$42.4K - $49.4K
14.7K $618K
Oct 18, 2023 Q3 2023
Secure Asset Management, LLC

SELL
 -
-1.21K
- 12.07%
$43.8K - $51K
8.81K $370K
Nov 26, 2024 Q3 2023
Erste Asset Management Gmb H

Vienna, C4
SELL
 -
-1.31K
- 62.1%
$47.5K - $55.3K
800 $33.6K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
SELL
 -
-1.33K
- 23.07%
$48.1K - $56K
4.43K $186K

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