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 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-239- 91.22% |
$9.31K - $10.1K
|
23
$971
|
|
|
Oct 28, 2024
Q3 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-248- 0.23% |
$9.66K - $10.5K
|
107K
$4.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-250- 3.72% |
$9.74K - $10.6K
|
6.47K
$273K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-257- 15.16% |
$10K - $10.9K
|
1.44K
$60.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-262- 0.8% |
$10.2K - $11.1K
|
32.6K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-281- 7.04% |
$10.9K - $11.9K
|
3.71K
$157K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-335- 4.06% |
$13K - $14.2K
|
7.92K
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-353- 2.97% |
$13.7K - $14.9K
|
11.5K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-390- 25.32% |
$15.2K - $16.5K
|
1.15K
$48.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-399- 2.92% |
$15.5K - $16.9K
|
13.3K
$560K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-416- 81.73% |
$16.2K - $17.6K
|
93
$3.93K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-424- 3.55% |
$16.5K - $18K
|
11.5K
$486K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-446- 6.37% |
$17.4K - $18.9K
|
6.56K
$277K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-467- 3.36% |
$18.2K - $19.8K
|
13.4K
$568K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-480- 44.61% |
$18.7K - $20.3K
|
596
$25.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-502- 2.23% |
$19.5K - $21.3K
|
22K
$928K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-511- 8.09% |
$19.9K - $21.6K
|
5.81K
$245K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-561- 24.96% |
$21.8K - $23.8K
|
1.69K
$71.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-608- 0.52% |
$23.7K - $25.7K
|
116K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-619Closed |
$24.1K - $26.2K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-646- 75.2% |
$25.2K - $27.4K
|
213
$8.99K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-663- 11.05% |
$25.8K - $28.1K
|
5.34K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-670- 9.2% |
$26.1K - $28.4K
|
6.61K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-689- 3.83% |
$26.8K - $29.2K
|
17.3K
$730K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-689- 5.21% |
$26.8K - $29.2K
|
12.5K
$529K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-773- 7.03% |
$30.1K - $32.7K
|
10.2K
$432K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-780- 2.8% |
$30.4K - $33K
|
27.1K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-791- 0.33% |
$30.8K - $33.5K
|
235K
$9.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-800- 8.16% |
$31.2K - $33.9K
|
9K
$380K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-837- 91.08% |
$32.6K - $35.4K
|
82
$3.46K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-862- 0.85% |
$33.6K - $36.5K
|
101K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-950- 2.26% |
$37K - $40.2K
|
41.1K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1K- 5.31% |
$38.9K - $42.4K
|
17.8K
$753K
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.09K- 15.66% |
$42.6K - $46.3K
|
5.89K
$249K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.16K- 9.66% |
$45.2K - $49.1K
|
10.8K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.19K- 55.3% |
$46.3K - $50.4K
|
961
$40.6K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 7.41% |
$48.3K - $52.5K
|
15.5K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.25K- 19.76% |
$48.7K - $52.9K
|
5.08K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 8.11% |
$49.4K - $53.7K
|
14.4K
$606K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.27K- 55.91% |
$49.4K - $53.7K
|
1K
$42.2K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.39K- 6.21% |
$54.1K - $58.9K
|
21K
$886K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.43K- 6.16% |
$55.7K - $60.6K
|
21.8K
$921K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.44K- 44.45% |
$55.9K - $60.8K
|
1.79K
$75.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.47K- 10.28% |
$57K - $62K
|
12.8K
$540K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.73K- 0.48% |
$67.5K - $73.4K
|
359K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.81K- 7.62% |
$70.6K - $76.7K
|
22K
$928K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.98K- 4.9% |
$76.9K - $83.6K
|
38.3K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.05K- 20.14% |
$80K - $87K
|
8.15K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.11K- 18.4% |
$82.1K - $89.3K
|
9.35K
$395K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 10.59% |
$84.3K - $91.6K
|
18.3K
$771K
|