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 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
86.3KNew |
$3.29M - $3.63M
|
86.3K
$3.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
82.3KNew |
$3.14M - $3.47M
|
82.3K
$3.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
79.9K+ 31096.5% |
$3.05M - $3.37M
|
80.2K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
76.2K+ 94.98% |
$2.91M - $3.21M
|
156K
$6.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
74.1KNew |
$2.83M - $3.12M
|
74.1K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
73KNew |
$2.79M - $3.08M
|
73K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
72.8K+ 50.8% |
$2.78M - $3.07M
|
216K
$9.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
70.2K+ 1056.9% |
$2.68M - $2.96M
|
76.9K
$3.23M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
66.8KNew |
$2.55M - $2.81M
|
66.8K
$2.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
66.8KNew |
$2.55M - $2.81M
|
66.8K
$2.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
66.1KNew |
$2.52M - $2.78M
|
66.1K
$2.77M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
65.5KNew |
$2.5M - $2.76M
|
65.5K
$2.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
64.4KNew |
$2.46M - $2.71M
|
64.4K
$2.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
63.5KNew |
$2.42M - $2.68M
|
63.5K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
63.2K+ 83.41% |
$2.41M - $2.66M
|
139K
$5.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
63.1KNew |
$2.41M - $2.66M
|
63.1K
$2.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62.4K+ 20.99% |
$2.38M - $2.63M
|
360K
$15.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59.1KNew |
$2.25M - $2.49M
|
59.1K
$2.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
57.9KNew |
$2.21M - $2.44M
|
57.9K
$2.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
55.1KNew |
$2.1M - $2.32M
|
55.1K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
54KNew |
$2.06M - $2.27M
|
54K
$2.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
52.7KNew |
$2.01M - $2.22M
|
52.7K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
52KNew |
$1.98M - $2.19M
|
52K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.9K+ 56.26% |
$1.9M - $2.1M
|
139K
$5.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
49.3KNew |
$1.88M - $2.08M
|
49.3K
$2.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.8K+ 51.2% |
$1.82M - $2.01M
|
141K
$5.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46KNew |
$1.76M - $1.94M
|
46K
$1.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
45.6KNew |
$1.74M - $1.92M
|
45.6K
$1.91M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
44.6KNew |
$1.7M - $1.88M
|
44.6K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
44.2KNew |
$1.69M - $1.86M
|
44.2K
$1.86M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
43.9KNew |
$1.68M - $1.85M
|
43.9K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
43.7KNew |
$1.67M - $1.84M
|
43.7K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
40.4KNew |
$1.54M - $1.7M
|
40.4K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.3KNew |
$1.54M - $1.7M
|
40.3K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
38.6KNew |
$1.47M - $1.63M
|
38.6K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
37.4K+ 505.08% |
$1.43M - $1.58M
|
44.9K
$1.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
37.4KNew |
$1.43M - $1.57M
|
37.4K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
37.3KNew |
$1.42M - $1.57M
|
37.3K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
36.6KNew |
$1.4M - $1.54M
|
36.6K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
36.2KNew |
$1.38M - $1.53M
|
36.2K
$1.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
36.2K+ 66.03% |
$1.38M - $1.52M
|
91K
$3.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
36.1KNew |
$1.38M - $1.52M
|
36.1K
$1.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
35.9KNew |
$1.37M - $1.51M
|
35.9K
$1.51M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
BUY
|
- |
35KNew |
$1.34M - $1.47M
|
35K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.7K+ 42.37% |
$1.25M - $1.38M
|
110K
$4.62M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
32.6K+ 636.45% |
$1.24M - $1.37M
|
37.7K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
32.3KNew |
$1.23M - $1.36M
|
32.3K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.5K+ 310.17% |
$1.2M - $1.33M
|
41.7K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
31.5KNew |
$1.2M - $1.33M
|
31.5K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
31.5KNew |
$1.2M - $1.33M
|
31.5K
$1.32M
|