Purchases and Sales Made in Q3 2024 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.41K+ 5.34% |
$54.8K - $59.6K
|
27.7K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.4KNew |
$54.5K - $59.3K
|
1.4K
$58.8K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.32K+ 1.68% |
$51.3K - $55.8K
|
79.6K
$3.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
991+ 20.1% |
$38.6K - $42K
|
5.92K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
864+ 7.52% |
$33.6K - $36.6K
|
12.4K
$519K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
835+ 9.26% |
$32.5K - $35.4K
|
9.85K
$413K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
820+ 10.81% |
$31.9K - $34.7K
|
8.41K
$353K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
819+ 0.75% |
$31.9K - $34.7K
|
109K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
800New |
$31.2K - $33.9K
|
800
$33.6K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
762+ 22.54% |
$29.7K - $32.3K
|
4.14K
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
758+ 9.75% |
$29.5K - $32.1K
|
8.54K
$358K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
703+ 12.0% |
$27.4K - $29.8K
|
6.56K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
603+ 13.73% |
$23.5K - $25.5K
|
4.99K
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
594+ 224.15% |
$23.1K - $25.2K
|
859
$36.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
578+ 2.4% |
$22.5K - $24.5K
|
24.6K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
575+ 4.8% |
$22.4K - $24.4K
|
12.5K
$527K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
551+ 1.48% |
$21.5K - $23.3K
|
37.7K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
540+ 34.31% |
$21K - $22.9K
|
2.11K
$88.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
539New |
$21K - $22.8K
|
539
$22.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
532+ 2.89% |
$20.7K - $22.5K
|
18.9K
$795K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
532New |
$20.7K - $22.5K
|
532
$22.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
512+ 9.14% |
$19.9K - $21.7K
|
6.12K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
500+ 3.34% |
$19.5K - $21.2K
|
15.5K
$649K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
476+ 2.53% |
$18.5K - $20.2K
|
19.3K
$809K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
453+ 12.39% |
$17.6K - $19.2K
|
4.11K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
365+ 6.76% |
$14.2K - $15.5K
|
5.76K
$242K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
364+ 4.94% |
$14.2K - $15.4K
|
7.73K
$324K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
363New |
$14.1K - $15.4K
|
363
$15.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350+ 15.53% |
$13.6K - $14.8K
|
2.6K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
292+ 2.01% |
$11.4K - $12.4K
|
14.8K
$621K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
287+ 2.23% |
$11.2K - $12.2K
|
13.2K
$553K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
276+ 2.27% |
$10.7K - $11.7K
|
12.5K
$523K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
275+ 8.05% |
$10.7K - $11.6K
|
3.69K
$155K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
253+ 5.68% |
$9.85K - $10.7K
|
4.71K
$198K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
240New |
$9.35K - $10.2K
|
240
$10.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
222+ 2.26% |
$8.64K - $9.4K
|
10.1K
$422K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
200+ 1.59% |
$7.79K - $8.47K
|
12.8K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
190+ 4.37% |
$7.4K - $8.05K
|
4.54K
$190K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
152New |
$5.92K - $6.44K
|
152
$6.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
150New |
$5.84K - $6.35K
|
150
$6.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
150+ 76.14% |
$5.84K - $6.35K
|
347
$14.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
149+ 2.17% |
$5.8K - $6.31K
|
7.02K
$295K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
106+ 0.47% |
$4.13K - $4.49K
|
22.7K
$955K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
102+ 1.1% |
$3.97K - $4.32K
|
9.4K
$395K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
81+ 35.22% |
$3.15K - $3.43K
|
311
$13.1K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
75+ 178.57% |
$2.92K - $3.18K
|
117
$4.91K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
74+ 0.94% |
$2.88K - $3.13K
|
7.99K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 203.7% |
$2.14K - $2.33K
|
82
$3.44K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
37+ 1.88% |
$1.44K - $1.57K
|
2K
$83.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.32% |
$1.44K - $1.57K
|
11.6K
$486K
|