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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.71M- 91.41% |
$68M - $76.4M
|
160K
$5.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-63- 0.52% |
$2.51K - $2.82K
|
12K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.94KNew |
$197K - $221K
|
4.94K
$184K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
192+ 1.57% |
$7.65K - $8.59K
|
12.5K
$465K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3New |
$120 - $134
|
3
$112
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-27.7K- 91.94% |
$1.1M - $1.24M
|
2.43K
$90.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-7.58K- 52.68% |
$302K - $339K
|
6.81K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-3- 0.06% |
$120 - $134
|
5K
$187K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
256+ 33.07% |
$10.2K - $11.5K
|
1.03K
$38.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
18KNew |
$716K - $804K
|
18K
$671K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-39.2K- 87.54% |
$1.56M - $1.75M
|
5.58K
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
29.4KNew |
$1.17M - $1.32M
|
29.4K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.98KNew |
$278K - $312K
|
6.98K
$261K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.6K+ 40.0% |
$63.8K - $71.6K
|
5.6K
$209K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
31New |
$1.24K - $1.39K
|
31
$1.16K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-14.4K- 68.45% |
$575K - $646K
|
6.65K
$249K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-35.7K- 85.92% |
$1.42M - $1.6M
|
5.84K
$218K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.7KNew |
$544K - $611K
|
13.7K
$510K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
661New |
$26.3K - $29.6K
|
661
$24.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
185New |
$7.37K - $8.28K
|
185
$6.91K
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-16- 0.17% |
$638 - $716
|
9.66K
$361K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
83New |
$3.31K - $3.72K
|
83
$3.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
87+ 14.48% |
$3.47K - $3.89K
|
688
$25.7K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
314+ 1.72% |
$12.5K - $14.1K
|
18.6K
$694K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1New |
$39.9 - $44.8
|
1
$37.4
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.9K- 23.0% |
$75.6K - $84.9K
|
6.35K
$237K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-44- 48.89% |
$1.75K - $1.97K
|
46
$1.72K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
27.5KNew |
$1.1M - $1.23M
|
27.5K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5+ 45.45% |
$199 - $224
|
16
$598
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
29+ 1.16% |
$1.16K - $1.3K
|
2.53K
$94.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-579- 10.13% |
$23.1K - $25.9K
|
5.14K
$192K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
211New |
$8.41K - $9.44K
|
211
$7.89K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-398- 1.24% |
$15.9K - $17.8K
|
31.8K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.84KNew |
$193K - $217K
|
4.84K
$181K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-506- 1.5% |
$20.2K - $22.6K
|
33.2K
$1.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 1.69% |
$438 - $492
|
638
$23.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-19.2K- 66.14% |
$766K - $860K
|
9.83K
$367K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-35.5K- 76.27% |
$1.41M - $1.59M
|
11K
$412K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
141New |
$5.62K - $6.31K
|
141
$5.27K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-99.4K- 95.34% |
$3.96M - $4.45M
|
4.86K
$182K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-327- 4.41% |
$13K - $14.6K
|
7.1K
$265K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-51.8K- 98.92% |
$2.06M - $2.32M
|
565
$21.1K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16New |
$638 - $716
|
16
$598
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
92+ 18.33% |
$3.44K - $3.95K
|
594
$22.2K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
112New |
$4.19K - $4.81K
|
112
$4.19K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
19.1KNew |
$714K - $821K
|
19.1K
$714K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43New |
$1.61K - $1.85K
|
43
$1.61K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
145New |
$5.42K - $6.23K
|
145
$5.42K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
513New |
$19.2K - $22K
|
513
$19.2K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
5.28K+ 13.06% |
$197K - $227K
|
45.7K
$1.71M
|
|