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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
31New |
$1.21K - $1.31K
|
31
$1.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
30+ 0.4% |
$1.17K - $1.27K
|
7.56K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
24+ 0.42% |
$935 - $1.02K
|
5.73K
$241K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
23New |
$896 - $974
|
23
$965
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
18New |
$701 - $762
|
18
$755
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16+ 0.06% |
$623 - $678
|
26.8K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
16+ 6.08% |
$623 - $678
|
279
$11.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14New |
$545 - $593
|
14
$588
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
13+ 1.06% |
$506 - $551
|
1.24K
$52K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$38.9 - $42.4
|
8.59K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5- 10.87% |
$195 - $212
|
41
$1.72K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-14- 2.34% |
$545 - $593
|
584
$24.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-22- 3.59% |
$857 - $932
|
591
$24.8K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-25- 37.31% |
$974 - $1.06K
|
42
$1.76K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-26- 1.26% |
$1.01K - $1.1K
|
2.04K
$85.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-33- 0.35% |
$1.29K - $1.4K
|
9.34K
$392K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-34- 1.14% |
$1.32K - $1.44K
|
2.94K
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-40- 76.92% |
$1.56K - $1.69K
|
12
$504
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-45- 20.64% |
$1.75K - $1.91K
|
173
$7.26K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-54- 51.92% |
$2.1K - $2.29K
|
50
$2.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-54- 13.57% |
$2.1K - $2.29K
|
344
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-55- 6.12% |
$2.14K - $2.33K
|
844
$35.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-67- 0.44% |
$2.61K - $2.84K
|
15.1K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-70- 98.59% |
$2.73K - $2.96K
|
1
$42
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-73- 2.18% |
$2.84K - $3.09K
|
3.28K
$138K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-90- 1.41% |
$3.5K - $3.81K
|
6.29K
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-100- 1.53% |
$3.89K - $4.24K
|
6.43K
$270K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-101- 82.79% |
$3.93K - $4.28K
|
21
$881
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-115- 2.34% |
$4.48K - $4.87K
|
4.8K
$201K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-116- 62.37% |
$4.52K - $4.91K
|
70
$2.94K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-118- 3.13% |
$4.59K - $5K
|
3.65K
$153K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-122- 1.51% |
$4.75K - $5.17K
|
7.95K
$334K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-122- 0.47% |
$4.75K - $5.17K
|
25.9K
$1.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-133- 2.35% |
$5.18K - $5.63K
|
5.52K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-140- 2.97% |
$5.45K - $5.93K
|
4.57K
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-154- 47.83% |
$6K - $6.52K
|
168
$7.05K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-155- 9.43% |
$6.04K - $6.56K
|
1.49K
$62.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-160- 0.81% |
$6.23K - $6.78K
|
19.6K
$824K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-171- 50.44% |
$6.66K - $7.24K
|
168
$7.05K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-186- 4.58% |
$7.24K - $7.88K
|
3.88K
$163K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-189- 79.75% |
$7.36K - $8K
|
48
$2.01K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-194- 2.56% |
$7.55K - $8.22K
|
7.37K
$309K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-200- 40.98% |
$7.79K - $8.47K
|
288
$12.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-205- 0.43% |
$7.98K - $8.68K
|
47.9K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-206- 19.86% |
$8.02K - $8.72K
|
831
$34.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-211- 5.0% |
$8.22K - $8.94K
|
4.01K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-221- 30.32% |
$8.61K - $9.36K
|
508
$21.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-221- 2.53% |
$8.61K - $9.36K
|
8.53K
$358K
|