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 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
28.2KNew |
$1.04M - $1.21M
|
28.2K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
110+ 0.09% |
$4.06K - $4.74K
|
117K
$4.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
814New |
$30.1K - $35.1K
|
814
$30.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 2.14% |
$1.29K - $1.51K
|
1.67K
$62.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-7.98K- 6.06% |
$295K - $343K
|
124K
$4.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-40- 80.0% |
$1.48K - $1.72K
|
10
$374
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.86K+ 82.09% |
$217K - $252K
|
13K
$486K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33.9K- 23.07% |
$1.25M - $1.46M
|
113K
$4.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.04KNew |
$38.3K - $44.6K
|
1.04K
$38.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.1K+ 0.95% |
$40.8K - $47.5K
|
118K
$4.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.39K+ 5.64% |
$51.3K - $59.8K
|
26K
$972K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4+ 0.08% |
$148 - $172
|
5.3K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-288- 2.31% |
$10.6K - $12.4K
|
12.2K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-183- 0.16% |
$6.76K - $7.88K
|
115K
$4.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$73.9 - $86.1
|
2
$74.7
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-826- 39.07% |
$30.5K - $35.6K
|
1.29K
$48.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
62+ 7.35% |
$2.29K - $2.67K
|
906
$33.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
27.5KNew |
$1.01M - $1.18M
|
27.5K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.59K- 10.25% |
$281K - $327K
|
66.5K
$2.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.2K- 37.57% |
$229K - $267K
|
10.3K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-12.9K- 53.5% |
$476K - $555K
|
11.2K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.97K+ 5.46% |
$220K - $257K
|
115K
$4.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-347- 16.22% |
$12.8K - $14.9K
|
1.79K
$67K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
597+ 5.84% |
$22.1K - $25.7K
|
10.8K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
159+ 0.3% |
$5.88K - $6.85K
|
54K
$2.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.67K- 20.21% |
$172K - $201K
|
18.4K
$688K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-116- 2.32% |
$4.29K - $4.99K
|
4.88K
$182K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.33KNew |
$234K - $272K
|
6.33K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4New |
$148 - $172
|
4
$149
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
39+ 0.2% |
$1.44K - $1.68K
|
20K
$748K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
485+ 7.39% |
$17.9K - $20.9K
|
7.05K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-8.77K- 21.88% |
$324K - $377K
|
31.3K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
348+ 0.3% |
$12.9K - $15K
|
117K
$4.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
221KNew |
$8.15M - $9.5M
|
221K
$8.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.8KNew |
$732K - $854K
|
19.8K
$741K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.17KNew |
$43.2K - $50.3K
|
1.17K
$43.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
9+ 0.9% |
$333 - $388
|
1.01K
$37.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
942KNew |
$34.8M - $40.6M
|
942K
$35.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.9K- 0.98% |
$107K - $125K
|
292K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
166+ 1.12% |
$6.13K - $7.15K
|
15K
$559K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-119K- 69.4% |
$4.38M - $5.11M
|
52.3K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.35K- 82.48% |
$49.7K - $58K
|
286
$10.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-259- 43.82% |
$9.57K - $11.2K
|
332
$12.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.1K- 24.12% |
$410K - $477K
|
34.9K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
429New |
$15.9K - $18.5K
|
429
$16K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
807New |
$29.8K - $34.7K
|
807
$30.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-297- 4.53% |
$11K - $12.8K
|
6.26K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.08KNew |
$151K - $176K
|
4.08K
$153K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 5.45% |
$111 - $129
|
58
$2.17K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
299K+ 3.04% |
$11M - $12.9M
|
10.1M
$379M
|