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
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.04KNew |
$39.7K - $43.8K
|
1.04K
$43.7K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.02KNew |
$39.1K - $43.1K
|
1.02K
$43K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.01K+ 10.8% |
$38.5K - $42.5K
|
10.4K
$435K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
970+ 0.7% |
$37K - $40.9K
|
140K
$5.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
963+ 19.18% |
$36.7K - $40.6K
|
5.98K
$251K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
928+ 0.25% |
$35.4K - $39.1K
|
376K
$15.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
893+ 7.61% |
$34.1K - $37.6K
|
12.6K
$530K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
827New |
$31.6K - $34.8K
|
827
$34.7K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
644+ 372.25% |
$24.6K - $27.1K
|
817
$34.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
644New |
$24.6K - $27.1K
|
644
$27K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
602+ 54.23% |
$23K - $25.4K
|
1.71K
$71.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
601New |
$22.9K - $25.3K
|
601
$25.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
601+ 5.25% |
$22.9K - $25.3K
|
12.1K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
600+ 7.12% |
$22.9K - $25.3K
|
9.03K
$379K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
585New |
$22.3K - $24.6K
|
585
$24.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
565New |
$21.6K - $23.8K
|
565
$23.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
557+ 3.56% |
$21.2K - $23.5K
|
16.2K
$680K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
506New |
$19.3K - $21.3K
|
506
$21.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
485New |
$18.5K - $20.4K
|
485
$20.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
458New |
$17.5K - $19.3K
|
458
$19.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
350+ 2.5% |
$13.4K - $14.7K
|
14.3K
$602K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
331New |
$12.6K - $13.9K
|
331
$13.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
271+ 0.11% |
$10.3K - $11.4K
|
237K
$9.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
262New |
$10K - $11K
|
262
$11K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
241New |
$9.19K - $10.2K
|
241
$10.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
212+ 1.71% |
$8.09K - $8.93K
|
12.6K
$528K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
168New |
$6.41K - $7.08K
|
168
$7.05K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
153+ 0.65% |
$5.84K - $6.44K
|
23.6K
$988K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
149New |
$5.68K - $6.28K
|
149
$6.25K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
124+ 1.61% |
$4.73K - $5.22K
|
7.84K
$329K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
121+ 1.61% |
$4.62K - $5.1K
|
7.63K
$320K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
105+ 21.0% |
$4.01K - $4.42K
|
605
$25.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
95+ 1.37% |
$3.62K - $4K
|
7.01K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
86New |
$3.28K - $3.62K
|
86
$3.61K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
72New |
$2.75K - $3.03K
|
72
$3.02K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
55New |
$2.1K - $2.32K
|
55
$2.31K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46New |
$1.75K - $1.94K
|
46
$1.93K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
42+ 0.63% |
$1.6K - $1.77K
|
6.71K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
39New |
$1.49K - $1.64K
|
39
$1.64K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
35+ 350.0% |
$1.34K - $1.47K
|
45
$1.89K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
30+ 1.57% |
$1.14K - $1.26K
|
1.94K
$81.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
28+ 0.58% |
$1.07K - $1.18K
|
4.83K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$1.03K - $1.14K
|
27
$1.13K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
24New |
$916 - $1.01K
|
24
$1.01K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
24+ 24.0% |
$916 - $1.01K
|
124
$5.2K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
23+ 1.64% |
$877 - $969
|
1.42K
$59.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
23+ 1.64% |
$877 - $969
|
1.42K
$59.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
21+ 1.58% |
$801 - $885
|
1.35K
$56.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
19+ 14.5% |
$725 - $800
|
150
$6.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
17New |
$649 - $716
|
17
$713
|