Purchases and Sales Made in Q4 2021 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
185+ 123.33% |
$4.88K - $5.52K
|
335
$14.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
185+ 1.74% |
$4.88K - $5.52K
|
10.8K
$458K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
170+ 1.84% |
$4.48K - $5.08K
|
9.41K
$398K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
163+ 0.73% |
$4.3K - $4.87K
|
22.5K
$951K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
156+ 0.98% |
$4.11K - $4.66K
|
16K
$678K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
137+ 0.63% |
$3.61K - $4.09K
|
22K
$928K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
130+ 4.95% |
$3.43K - $3.88K
|
2.76K
$116K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
124+ 1.44% |
$3.27K - $3.7K
|
8.76K
$370K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
122+ 2.93% |
$3.22K - $3.64K
|
4.28K
$181K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
103New |
$2.72K - $3.08K
|
103
$4.35K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
88+ 0.37% |
$2.32K - $2.63K
|
23.7K
$1M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
82New |
$2.16K - $2.45K
|
82
$3.46K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
74New |
$1.95K - $2.21K
|
74
$3.13K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
55New |
$1.45K - $1.64K
|
55
$2.32K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
51+ 0.38% |
$1.34K - $1.52K
|
13.5K
$570K
|
|
|
Feb 14, 2022
Q4 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
45+ 0.35% |
$1.19K - $1.34K
|
12.7K
$538K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
43+ 2.48% |
$1.13K - $1.28K
|
1.78K
$75.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
38New |
$1K - $1.13K
|
38
$1.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
31+ 2.57% |
$817 - $926
|
1.24K
$52.3K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
29+ 2.52% |
$765 - $866
|
1.18K
$49.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
25+ 1.54% |
$659 - $747
|
1.64K
$69.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
23+ 2.42% |
$607 - $687
|
972
$41K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
13+ 0.04% |
$343 - $388
|
36.8K
$1.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
12New |
$316 - $358
|
12
$507
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
12+ 0.04% |
$316 - $358
|
29.3K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10New |
$264 - $299
|
10
$422
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10+ 0.27% |
$264 - $299
|
3.73K
$157K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
5+ 4.81% |
$132 - $149
|
109
$4.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
4+ 2.61% |
$105 - $119
|
157
$6.63K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.38% |
$26.4 - $29.9
|
43
$1.82K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 4.76% |
$52.7 - $59.7
|
40
$1.69K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9- 0.25% |
$237 - $269
|
3.56K
$150K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-15Closed |
$396 - $448
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-16Closed |
$422 - $478
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-35- 2.91% |
$923 - $1.05K
|
1.17K
$49.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-58- 6.55% |
$1.53K - $1.73K
|
827
$34.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-119Closed |
$3.14K - $3.55K
|
0
$0
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-127- 92.03% |
$3.35K - $3.79K
|
11
$465
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-138- 0.94% |
$3.64K - $4.12K
|
14.6K
$615K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-142Closed |
$3.74K - $4.24K
|
0
$0
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-158- 19.41% |
$4.17K - $4.72K
|
656
$27.7K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-176- 0.87% |
$4.64K - $5.26K
|
20K
$845K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-207- 2.53% |
$5.46K - $6.18K
|
7.98K
$337K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-217- 3.33% |
$5.72K - $6.48K
|
6.3K
$266K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-230- 2.25% |
$6.07K - $6.87K
|
10K
$422K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-238- 38.14% |
$6.28K - $7.11K
|
386
$16.3K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-296- 12.39% |
$7.81K - $8.84K
|
2.09K
$88.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-314- 12.36% |
$8.28K - $9.38K
|
2.23K
$94K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-443- 2.45% |
$11.7K - $13.2K
|
17.7K
$746K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-500Closed |
$13.2K - $14.9K
|
0
$0
|