Latest Institutional Transactions on Ishares Tr Global Energy ETF (IXC)
This table provides information on the latest institutional transactions involving Ishares Tr Global Energy ETF (IXC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-304- 4.06% |
$11.7K - $12.8K
|
7.19K
$269K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.99KNew |
$269K - $295K
|
6.99K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-873K- 99.42% |
$33.6M - $36.8M
|
5.12K
$191K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-109- 1.17% |
$4.19K - $4.6K
|
9.24K
$345K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
18+ 0.19% |
$693 - $759
|
9.35K
$350K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-182- 70.0% |
$7K - $7.67K
|
78
$2.91K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
55+ 0.49% |
$2.12K - $2.32K
|
11.2K
$420K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 27.18% |
$104K - $114K
|
7.23K
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-4.17K- 23.59% |
$160K - $176K
|
13.5K
$504K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.32K+ 5.69% |
$89.4K - $97.9K
|
43.2K
$1.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-195- 92.86% |
$7.5K - $8.22K
|
15
$561
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-40.8K- 97.75% |
$1.57M - $1.72M
|
940
$35.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-94- 1.47% |
$3.62K - $3.96K
|
6.3K
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2K- 9.84% |
$77K - $84.3K
|
18.3K
$685K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.29K- 43.03% |
$49.5K - $54.3K
|
1.7K
$63.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-82.5K- 70.24% |
$3.17M - $3.48M
|
35K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
6.85K+ 2.42% |
$264K - $289K
|
290K
$10.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-180K- 94.43% |
$6.93M - $7.59M
|
10.6K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.82K- 33.82% |
$263K - $288K
|
13.4K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.9K- 97.62% |
$381K - $417K
|
241
$9.01K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1.8KClosed |
$69.1K - $75.7K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-30.4K- 57.38% |
$1.17M - $1.28M
|
22.6K
$843K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
670+ 75.28% |
$25.8K - $28.2K
|
1.56K
$58.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-120- 1.38% |
$4.62K - $5.06K
|
8.6K
$321K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-666- 5.85% |
$25.6K - $28.1K
|
10.7K
$401K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.48K- 22.25% |
$211K - $231K
|
19.1K
$715K
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-468- 1.86% |
$18K - $19.7K
|
24.7K
$924K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
430+ 93.28% |
$16.5K - $18.1K
|
891
$33.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
750+ 0.21% |
$28.9K - $31.6K
|
350K
$13.1M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$700K - $816K
|
18.9K
$708K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-53.3K- 62.03% |
$1.97M - $2.29M
|
32.6K
$1.22M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1.04KNew |
$38.5K - $44.9K
|
1.04K
$38.9K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-598- 9.83% |
$22.1K - $25.7K
|
5.49K
$205K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
58New |
$2.14K - $2.5K
|
58
$2.17K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
148+ 5.68% |
$5.47K - $6.37K
|
2.75K
$103K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.55K- 14.86% |
$168K - $196K
|
26K
$973K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.25K+ 6.38% |
$46.3K - $54K
|
20.9K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
15.8K+ 25.4% |
$585K - $682K
|
78.1K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
496+ 5.23% |
$18.3K - $21.4K
|
9.98K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
8.59KNew |
$318K - $370K
|
8.59K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.2K- 30.78% |
$859K - $1M
|
52.3K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
99.5K+ 20.57% |
$3.68M - $4.28M
|
583K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41+ 0.59% |
$1.51K - $1.77K
|
7K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-44.6K- 27.79% |
$1.65M - $1.92M
|
116K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
81+ 1.39% |
$2.99K - $3.49K
|
5.89K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.51K- 20.07% |
$92.6K - $108K
|
9.98K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-93.9K- 5.86% |
$3.47M - $4.04M
|
1.51M
$56.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.5K+ 149.31% |
$462K - $538K
|
20.9K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
282New |
$10.4K - $12.1K
|
282
$10.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.7K- 22.5% |
$837K - $976K
|
78K
$2.92M
|
|