Purchases and Sales Made in Q4 2024 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q4 2024. 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 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.44K- 5.88% |
$90.3K - $105K
|
39.1K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.5K- 9.22% |
$92.4K - $108K
|
24.6K
$974K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.9K- 0.98% |
$107K - $125K
|
292K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.21K- 32.98% |
$119K - $138K
|
6.53K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.65K- 13.87% |
$135K - $157K
|
22.7K
$898K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.3K- 23.12% |
$159K - $185K
|
14.3K
$565K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.49K- 17.81% |
$166K - $193K
|
20.7K
$819K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.67K- 20.21% |
$172K - $201K
|
18.4K
$729K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.97K- 10.36% |
$183K - $214K
|
42.9K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.06K- 18.05% |
$187K - $218K
|
23K
$909K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.13K- 89.61% |
$190K - $221K
|
595
$23.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.62K- 9.09% |
$208K - $242K
|
56.2K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.05K- 39.03% |
$223K - $260K
|
9.44K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.2K- 37.57% |
$229K - $267K
|
10.3K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.59K- 10.25% |
$281K - $327K
|
66.5K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-8.77K- 21.88% |
$324K - $377K
|
31.3K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.93K- 46.33% |
$330K - $384K
|
10.3K
$409K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-9.17K- 2.56% |
$339K - $395K
|
349K
$13.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.1K- 24.12% |
$410K - $477K
|
34.9K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 12.96% |
$416K - $485K
|
75.7K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-12.9K- 53.5% |
$476K - $555K
|
11.2K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14.2K- 47.28% |
$526K - $613K
|
15.9K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-18K- 46.97% |
$665K - $775K
|
20.3K
$804K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-28K- 9.21% |
$1.03M - $1.2M
|
276K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-32.6K- 38.12% |
$1.2M - $1.4M
|
52.9K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-34.1K- 54.71% |
$1.26M - $1.47M
|
28.2K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-37.4K- 64.77% |
$1.38M - $1.61M
|
20.3K
$804K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-119K- 69.4% |
$4.38M - $5.11M
|
52.3K
$2.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-209K- 95.68% |
$7.71M - $8.99M
|
9.43K
$373K
|