Purchases and Sales Made in Q4 2022 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q4 2022. 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, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.4K+ 1.39% |
$225K - $269K
|
468K
$18.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
6.17K+ 101.31% |
$217K - $259K
|
12.3K
$485K
|
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
5.78KNew |
$203K - $243K
|
5.78K
$229K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.34K+ 5.83% |
$188K - $224K
|
96.8K
$3.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.33K+ 8.38% |
$187K - $224K
|
68.9K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.21KNew |
$183K - $219K
|
5.21K
$206K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.2KNew |
$183K - $218K
|
5.2K
$206K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
5.07K+ 2.51% |
$178K - $213K
|
207K
$8.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.95K+ 21.11% |
$174K - $208K
|
28.4K
$1.12M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
4.48KNew |
$158K - $188K
|
4.48K
$177K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.98K+ 55.21% |
$140K - $167K
|
11.2K
$443K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
3.77K+ 3.01% |
$133K - $158K
|
129K
$5.12M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.92K+ 6.11% |
$103K - $123K
|
50.7K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.69K+ 12.09% |
$94.7K - $113K
|
25K
$988K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.56K+ 2.1% |
$90.1K - $108K
|
125K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.45K+ 13.66% |
$86K - $103K
|
20.3K
$805K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.44KNew |
$85.7K - $102K
|
2.44K
$96.5K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.17K+ 10.08% |
$76.4K - $91.2K
|
23.7K
$939K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.12K+ 7.71% |
$74.6K - $89.1K
|
29.7K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.11K+ 7.76% |
$74.2K - $88.5K
|
29.3K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.75KNew |
$61.6K - $73.5K
|
1.75K
$69.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.74K+ 2.05% |
$61.2K - $73K
|
86.8K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.43K+ 11.08% |
$50.2K - $59.9K
|
14.3K
$566K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.42K+ 11.35% |
$50.1K - $59.8K
|
14K
$553K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.3KNew |
$45.5K - $54.4K
|
1.3K
$51.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.12K+ 12.18% |
$39.4K - $47.1K
|
10.3K
$409K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.11K+ 128.01% |
$38.9K - $46.4K
|
1.97K
$78K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
900+ 64.24% |
$31.6K - $37.8K
|
2.3K
$91.1K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
890New |
$31.3K - $37.4K
|
890
$35.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
876+ 6.32% |
$30.8K - $36.8K
|
14.7K
$583K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
867+ 167.7% |
$30.5K - $36.4K
|
1.38K
$54.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
775New |
$27.2K - $32.5K
|
775
$30.7K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
709+ 1.54% |
$24.9K - $29.8K
|
46.7K
$1.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
700+ 6.37% |
$24.6K - $29.4K
|
11.7K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
684+ 11.38% |
$24K - $28.7K
|
6.7K
$265K
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
684+ 11.38% |
$24K - $28.7K
|
6.7K
$265K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
679+ 6.32% |
$23.9K - $28.5K
|
11.4K
$452K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
566+ 16.75% |
$19.9K - $23.8K
|
3.95K
$156K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
544+ 2.89% |
$19.1K - $22.8K
|
19.4K
$766K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
542New |
$19.1K - $22.8K
|
542
$21.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
542+ 100.0% |
$19.1K - $22.8K
|
1.08K
$42.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
525New |
$18.5K - $22K
|
525
$20.8K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
513+ 1.66% |
$18K - $21.5K
|
31.4K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
481New |
$16.9K - $20.2K
|
481
$19K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
470+ 3.19% |
$16.5K - $19.7K
|
15.2K
$601K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
451+ 751.67% |
$15.9K - $18.9K
|
511
$20.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
422New |
$14.8K - $17.7K
|
422
$16.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
400+ 0.67% |
$14.1K - $16.8K
|
60.4K
$2.39M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
400+ 45.87% |
$14.1K - $16.8K
|
1.27K
$50.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
357+ 0.3% |
$12.6K - $15K
|
118K
$4.66M
|