Purchases and Sales Made in Q4 2023 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q4 2023. 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 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.28M+ 12125.69% |
$278M - $307M
|
7.34M
$308M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.16MNew |
$82.4M - $91M
|
2.16M
$90.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2MNew |
$76.1M - $84.1M
|
2M
$83.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.87M+ 4226.47% |
$71.2M - $78.6M
|
1.91M
$80.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.73M+ 757.7% |
$66.1M - $73M
|
1.96M
$82.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.58M+ 120585.26% |
$60.2M - $66.5M
|
1.58M
$66.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.27M+ 10188.81% |
$48.4M - $53.5M
|
1.28M
$53.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.2MNew |
$45.8M - $50.6M
|
1.2M
$50.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.05M+ 14638.61% |
$40.2M - $44.4M
|
1.06M
$44.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
953K+ 63.5% |
$36.4M - $40.2M
|
2.46M
$103M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
898K+ 57.66% |
$34.3M - $37.8M
|
2.46M
$103M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
748KNew |
$28.5M - $31.5M
|
748K
$31.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
693K+ 43.36% |
$26.4M - $29.2M
|
2.29M
$96.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
662K+ 374.48% |
$25.3M - $27.9M
|
839K
$35.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
470K+ 2557.73% |
$17.9M - $19.8M
|
489K
$20.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
407K+ 5877.68% |
$15.5M - $17.1M
|
414K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
385K+ 151.92% |
$14.7M - $16.2M
|
638K
$26.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
319KNew |
$12.2M - $13.4M
|
319K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
317K+ 150.09% |
$12.1M - $13.4M
|
528K
$22.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
302K+ 50.43% |
$11.5M - $12.7M
|
901K
$37.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
288KNew |
$11M - $12.1M
|
288K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
272K+ 3103.08% |
$10.4M - $11.5M
|
281K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
249KNew |
$9.49M - $10.5M
|
249K
$10.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
248K+ 5.45% |
$9.45M - $10.4M
|
4.79M
$201M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
224KNew |
$8.56M - $9.45M
|
224K
$9.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
223KNew |
$8.52M - $9.41M
|
223K
$9.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
223KNew |
$8.52M - $9.41M
|
223K
$9.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
204KNew |
$7.8M - $8.61M
|
204K
$8.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
203K+ 1782.12% |
$7.75M - $8.56M
|
215K
$9.01M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
192K+ 1645.02% |
$7.34M - $8.1M
|
204K
$8.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
183K+ 148.89% |
$6.97M - $7.7M
|
306K
$12.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Verger Capital Management LLC
|
BUY
|
- |
164K+ 47.32% |
$6.26M - $6.91M
|
511K
$21.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
157K+ 112.01% |
$5.99M - $6.62M
|
297K
$12.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
133KNew |
$5.08M - $5.61M
|
133K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
129K+ 1466.3% |
$4.93M - $5.44M
|
138K
$5.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
126K+ 88.61% |
$4.79M - $5.29M
|
267K
$11.2M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
122K+ 2477.96% |
$4.65M - $5.13M
|
127K
$5.32M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
121KNew |
$4.62M - $5.1M
|
121K
$5.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
115KNew |
$4.38M - $4.83M
|
115K
$4.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
113KNew |
$4.32M - $4.76M
|
113K
$4.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
112KNew |
$4.26M - $4.71M
|
112K
$4.69M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
110KNew |
$4.2M - $4.64M
|
110K
$4.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
110KNew |
$4.18M - $4.62M
|
110K
$4.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
100KNew |
$3.83M - $4.23M
|
100K
$4.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
99.7KNew |
$3.8M - $4.2M
|
99.7K
$4.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
98.3KNew |
$3.75M - $4.14M
|
98.3K
$4.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
94.8K+ 324.82% |
$3.62M - $3.99M
|
124K
$5.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
94.4K+ 21.91% |
$3.6M - $3.98M
|
525K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
94.3KNew |
$3.6M - $3.97M
|
94.3K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
93.4KNew |
$3.56M - $3.94M
|
93.4K
$3.92M
|