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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
162+ 1.41% |
$5.99K - $6.98K
|
11.7K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 2.35% |
$443 - $517
|
523
$19.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
541New |
$20K - $23.3K
|
541
$20.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6New |
$222 - $258
|
6
$224
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
3.6K+ 7.02% |
$133K - $155K
|
54.8K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-700- 7.78% |
$25.9K - $30.1K
|
8.3K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14.2K- 47.28% |
$526K - $613K
|
15.9K
$593K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
715+ 4.56% |
$26.4K - $30.8K
|
16.4K
$612K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
732New |
$27K - $31.5K
|
732
$27.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
29.2K+ 12.41% |
$1.08M - $1.26M
|
265K
$9.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.6KNew |
$59.2K - $69K
|
1.6K
$59.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-55- 19.1% |
$2.03K - $2.37K
|
233
$8.71K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.12K- 4.44% |
$41.4K - $48.2K
|
24.1K
$902K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.26K+ 34.59% |
$268K - $313K
|
28.2K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1.79K+ 1.31% |
$66.3K - $77.2K
|
138K
$5.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
201+ 4.4% |
$7.43K - $8.66K
|
4.77K
$178K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.35% |
$37 - $43.1
|
75
$2.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.83K- 15.96% |
$67.5K - $78.7K
|
9.62K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.05K- 39.03% |
$223K - $260K
|
9.44K
$353K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
21.9KNew |
$808K - $942K
|
21.9K
$818K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.06K- 18.05% |
$187K - $218K
|
23K
$858K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.49K- 17.81% |
$166K - $193K
|
20.7K
$774K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
208New |
$7.69K - $8.96K
|
208
$7.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-269- 18.49% |
$9.94K - $11.6K
|
1.19K
$44.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-825- 55.41% |
$30.5K - $35.5K
|
664
$24.8K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
5.4K+ 19.46% |
$199K - $232K
|
33.1K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-718- 62.16% |
$26.5K - $30.9K
|
437
$16.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 29.11% |
$60.8K - $70.9K
|
7.3K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 12.35% |
$65.5K - $76.3K
|
12.6K
$470K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-28K- 9.21% |
$1.03M - $1.2M
|
276K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
63+ 0.5% |
$2.33K - $2.71K
|
12.6K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
18.7KNew |
$693K - $807K
|
18.7K
$700K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-605- 0.58% |
$22.4K - $26.1K
|
103K
$3.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.62K- 9.09% |
$208K - $242K
|
56.2K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
161+ 19.37% |
$5.95K - $6.93K
|
992
$37.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 2.44% |
$73.9 - $86.1
|
84
$3.14K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.44K- 22.53% |
$90.3K - $105K
|
8.4K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
34.8KNew |
$1.29M - $1.5M
|
34.8K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.13KNew |
$226K - $264K
|
6.13K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.13K- 14.12% |
$41.7K - $48.6K
|
6.86K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.44KNew |
$201K - $234K
|
5.44K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.3KNew |
$122K - $142K
|
3.3K
$123K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.21K- 32.98% |
$119K - $138K
|
6.53K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.31K+ 776.92% |
$48.5K - $56.5K
|
1.48K
$55.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
24+ 2.03% |
$887 - $1.03K
|
1.2K
$45K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-182- 52.91% |
$6.72K - $7.84K
|
162
$6.05K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-488- 16.6% |
$18K - $21K
|
2.45K
$91.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 1.71% |
$111 - $129
|
178
$6.65K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-113- 1.46% |
$4.18K - $4.87K
|
7.61K
$285K
|