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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
31.2KNew |
$1.19M - $1.31M
|
31.2K
$1.31M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
30.7K+ 537.25% |
$1.17M - $1.3M
|
36.5K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
29.9KNew |
$1.14M - $1.26M
|
29.9K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
29.9KNew |
$1.14M - $1.26M
|
29.9K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.1KNew |
$1.07M - $1.18M
|
28.1K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26.7KNew |
$1.02M - $1.12M
|
26.7K
$1.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
26.6KNew |
$1.02M - $1.12M
|
26.6K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
26.3K+ 24.32% |
$1M - $1.11M
|
135K
$5.65M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
26.2KNew |
$1M - $1.1M
|
26.2K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
26KNew |
$992K - $1.09M
|
26K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.4KNew |
$968K - $1.07M
|
25.4K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
24.3K+ 140.07% |
$926K - $1.02M
|
41.6K
$1.75M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
24.3KNew |
$925K - $1.02M
|
24.3K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
23.6K+ 8.07% |
$900K - $994K
|
316K
$13.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
23.4KNew |
$892K - $985K
|
23.4K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.4KNew |
$891K - $984K
|
23.4K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
23.3KNew |
$888K - $981K
|
23.3K
$977K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
21.4KNew |
$815K - $900K
|
21.4K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.3KNew |
$814K - $898K
|
21.3K
$895K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
21KNew |
$802K - $885K
|
21K
$882K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
20.8K+ 2317.93% |
$794K - $877K
|
21.7K
$911K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.3K+ 28.03% |
$773K - $854K
|
92.6K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20KNew |
$762K - $841K
|
20K
$838K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
19KNew |
$724K - $800K
|
19K
$797K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
18.9KNew |
$722K - $797K
|
18.9K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.5KNew |
$706K - $780K
|
18.5K
$777K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
18.5K+ 140.13% |
$705K - $779K
|
31.7K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18.5KNew |
$705K - $778K
|
18.5K
$775K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.4KNew |
$702K - $775K
|
18.4K
$772K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
17.9K+ 39.09% |
$683K - $754K
|
63.7K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
17.4KNew |
$662K - $731K
|
17.4K
$728K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 36.62% |
$638K - $705K
|
62.4K
$2.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
16.4K+ 38.14% |
$625K - $690K
|
59.3K
$2.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16KNew |
$612K - $675K
|
16K
$673K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
15.8KNew |
$604K - $667K
|
15.8K
$665K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
15.7KNew |
$599K - $662K
|
15.7K
$659K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
15.6KNew |
$595K - $657K
|
15.6K
$655K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$587K - $648K
|
15.4K
$646K
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
15KNew |
$571K - $630K
|
15K
$628K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
14.6KNew |
$558K - $616K
|
14.6K
$614K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
14.4KNew |
$548K - $605K
|
14.4K
$603K
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
14.1KNew |
$538K - $594K
|
14.1K
$592K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
14KNew |
$535K - $591K
|
14K
$589K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
13.9KNew |
$531K - $586K
|
13.9K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
13.7KNew |
$524K - $579K
|
13.7K
$577K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$522K - $576K
|
13.7K
$574K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13KNew |
$495K - $546K
|
13K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
12.6K+ 36.4% |
$481K - $531K
|
47.2K
$1.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
12.3KNew |
$471K - $520K
|
12.3K
$518K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.2KNew |
$466K - $514K
|
12.2K
$512K
|