Purchases and Sales Made in Q4 2025 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q4 2025. 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 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
92K+ 24.97% |
$3.7M - $4.01M
|
460K
$20M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
74.2KNew |
$2.99M - $3.23M
|
74.2K
$3.23M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
22.7KNew |
$914K - $990K
|
22.7K
$990K
|
|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
22.1KNew |
$887K - $960K
|
22.1K
$960K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15K+ 5.18% |
$602K - $652K
|
304K
$13.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
14.1K+ 18.99% |
$568K - $615K
|
88.5K
$3.86M
|
|
|
Jan 21, 2026
Q4 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
7.97KNew |
$321K - $347K
|
7.97K
$347K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.85KNew |
$316K - $342K
|
7.85K
$342K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.55K+ 133.05% |
$304K - $329K
|
13.2K
$576K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.48KNew |
$261K - $282K
|
6.48K
$282K
|
|
|
Jan 21, 2026
Q4 2025
|
Pro Core Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.42KNew |
$258K - $280K
|
6.42K
$280K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.18K+ 19.47% |
$168K - $182K
|
25.7K
$1.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.13K+ 6.99% |
$126K - $136K
|
47.8K
$2.08M
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.7K+ 12.85% |
$109K - $118K
|
23.7K
$1.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 21.06% |
$107K - $116K
|
15.3K
$667K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
725New |
$29.2K - $31.6K
|
725
$31.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
514+ 4.42% |
$20.7K - $22.4K
|
12.1K
$528K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
400+ 23.94% |
$16.1K - $17.4K
|
2.07K
$90.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
280New |
$11.3K - $12.2K
|
280
$12.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
115New |
$4.63K - $5.01K
|
115
$5.01K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
55New |
$2.21K - $2.4K
|
55
$2.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
51New |
$2.05K - $2.22K
|
51
$2.22K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
44+ 880.0% |
$1.77K - $1.92K
|
49
$2.13K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
35+ 0.24% |
$1.41K - $1.52K
|
14.6K
$636K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
28+ 0.5% |
$1.13K - $1.22K
|
5.67K
$247K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 2.1% |
$805 - $871
|
974
$42.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Affiance Financial, LLC
|
BUY
|
- |
19+ 0.08% |
$764 - $828
|
24.8K
$1.08M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16+ 2.15% |
$644 - $697
|
760
$33.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 1.65% |
$121 - $131
|
185
$8.06K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-4- 0.99% |
$161 - $174
|
400
$17.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.1% |
$161 - $174
|
3.96K
$173K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11- 6.79% |
$443 - $479
|
151
$6.58K
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-26- 0.12% |
$1.05K - $1.13K
|
22.1K
$964K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-44- 0.2% |
$1.77K - $1.92K
|
21.8K
$949K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-83- 3.5% |
$3.34K - $3.62K
|
2.29K
$99.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-105- 1.55% |
$4.22K - $4.57K
|
6.68K
$291K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-273- 1.15% |
$11K - $11.9K
|
23.4K
$1.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-368- 0.69% |
$14.8K - $16K
|
53.3K
$2.32M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-439- 5.22% |
$17.7K - $19.1K
|
7.97K
$347K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-460- 25.33% |
$18.5K - $20K
|
1.36K
$59.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-500- 5.83% |
$20.1K - $21.8K
|
8.08K
$352K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.22K- 13.49% |
$49.2K - $53.3K
|
7.84K
$342K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.15K- 23.85% |
$86.3K - $93.5K
|
6.85K
$298K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.68K- 21.44% |
$269K - $291K
|
24.5K
$1.07M
|
|