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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
758+ 18.3% |
$28K - $32.6K
|
4.9K
$183K
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
71.2K+ 104.54% |
$2.63M - $3.06M
|
139K
$5.2M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.3K- 17.78% |
$1.12M - $1.31M
|
140K
$5.24M
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.36K- 0.55% |
$124K - $145K
|
611K
$22.8M
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
6.94K+ 5.13% |
$256K - $299K
|
142K
$5.31M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
384+ 72.18% |
$14.2K - $16.5K
|
916
$34.2K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.52KNew |
$278K - $324K
|
7.52K
$281K
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
606New |
$22.4K - $26.1K
|
606
$22.6K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.3K+ 13.56% |
$382K - $445K
|
86.6K
$3.24M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 8.95% |
$388K - $453K
|
128K
$4.78M
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-336- 96.83% |
$12.4K - $14.5K
|
11
$411
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-334- 98.53% |
$12.3K - $14.4K
|
5
$187
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19K- 17.63% |
$703K - $819K
|
88.8K
$3.32M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
365+ 2.11% |
$13.5K - $15.7K
|
17.6K
$659K
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-33.4K- 42.27% |
$1.23M - $1.44M
|
45.6K
$1.7M
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$37 - $43.1
|
1
$37.4
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
582+ 6.92% |
$21.5K - $25.1K
|
8.99K
$336K
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
13.8KNew |
$510K - $594K
|
13.8K
$516K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-208- 4.59% |
$7.69K - $8.96K
|
4.33K
$162K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
438K+ 44.34% |
$16.2M - $18.9M
|
1.43M
$53.3M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
206New |
$7.61K - $8.87K
|
206
$7.7K
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-319- 1.99% |
$11.8K - $13.7K
|
15.7K
$587K
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.3K+ 6.86% |
$159K - $185K
|
67K
$2.5M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.8K+ 7.86% |
$2.58M - $3.01M
|
958K
$35.8M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-82K- 19.01% |
$3.03M - $3.53M
|
349K
$13.1M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
441+ 12.09% |
$16.3K - $19K
|
4.09K
$153K
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
18.8KNew |
$695K - $809K
|
18.8K
$702K
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
284+ 5.3% |
$10.5K - $12.2K
|
5.64K
$211K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-32.1K- 81.44% |
$1.18M - $1.38M
|
7.31K
$273K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.13K- 39.5% |
$116K - $135K
|
4.79K
$179K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
188+ 119.75% |
$6.95K - $8.1K
|
345
$12.9K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.54KNew |
$168K - $195K
|
4.54K
$169K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
250New |
$9.24K - $10.8K
|
250
$9.34K
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.81K+ 21.17% |
$66.8K - $77.8K
|
10.3K
$386K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
219New |
$8.09K - $9.43K
|
219
$8.18K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-189- 3.28% |
$6.98K - $8.14K
|
5.58K
$208K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
158K+ 58.82% |
$5.83M - $6.79M
|
426K
$15.9M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-91K- 84.22% |
$3.36M - $3.92M
|
17.1K
$637K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.9K+ 9.66% |
$2.51M - $2.92M
|
771K
$28.8M
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
35.4KNew |
$1.31M - $1.52M
|
35.4K
$1.32M
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-494- 61.9% |
$18.3K - $21.3K
|
304
$11.4K
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-4.19K- 27.3% |
$155K - $180K
|
11.2K
$417K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
114KNew |
$4.2M - $4.89M
|
114K
$4.25M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 12.96% |
$416K - $485K
|
75.7K
$2.83M
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-34.1K- 54.71% |
$1.26M - $1.47M
|
28.2K
$1.05M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-278- 2.28% |
$10.3K - $12K
|
11.9K
$445K
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.41K+ 37.54% |
$89.1K - $104K
|
8.84K
$330K
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7- 6.54% |
$259 - $301
|
100
$3.74K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.63K+ 2.18% |
$208K - $242K
|
264K
$9.86M
|