Latest Institutional Purchases of Ishares Tr Global Energy ETF (IXC)
This list provides information on the latest institutional transactions involving Ishares Tr Global Energy ETF (IXC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8.32KNew |
$317K - $350K
|
8.32K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.63KNew |
$291K - $321K
|
7.63K
$319K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.14KNew |
$272K - $301K
|
7.14K
$298K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.98K+ 33.66% |
$114K - $125K
|
11.8K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.04KNew |
$77.6K - $85.7K
|
2.04K
$85K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
485New |
$18.5K - $20.4K
|
485
$20.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
458New |
$17.5K - $19.3K
|
458
$19.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
241New |
$9.19K - $10.2K
|
241
$10.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
121+ 1.61% |
$4.62K - $5.1K
|
7.63K
$319K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
72New |
$2.75K - $3.03K
|
72
$3.01K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
46New |
$1.75K - $1.94K
|
46
$1.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27New |
$1.03K - $1.14K
|
27
$1.13K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
16New |
$610 - $674
|
16
$668
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
13New |
$496 - $548
|
13
$543
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12New |
$458 - $505
|
12
$501
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 1.53% |
$343 - $379
|
598
$25K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8New |
$305 - $337
|
8
$334
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 1.51% |
$153 - $168
|
269
$11.2K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
290KNew |
$10.5M - $12.3M
|
290K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
190KNew |
$6.88M - $8.01M
|
190K
$7.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
52KNew |
$1.88M - $2.2M
|
52K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
43.1KNew |
$1.56M - $1.82M
|
43.1K
$1.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
26.1KNew |
$943K - $1.1M
|
26.1K
$1.09M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
8.3KNew |
$301K - $350K
|
8.3K
$347K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5.2KNew |
$188K - $219K
|
5.2K
$217K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.71KNew |
$98.3K - $115K
|
2.71K
$113K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
980New |
$35.5K - $41.3K
|
980
$40.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
951+ 16.5% |
$34.4K - $40.1K
|
6.72K
$280K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
627New |
$22.7K - $26.5K
|
627
$26.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
432New |
$15.6K - $18.2K
|
432
$18K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
260New |
$9.41K - $11K
|
260
$10.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
177New |
$6.41K - $7.47K
|
177
$7.39K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
150New |
$5.43K - $6.33K
|
150
$6.26K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
132New |
$4.78K - $5.57K
|
132
$5.51K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
130New |
$4.71K - $5.48K
|
130
$5.43K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
995+ 20.27% |
$35.3K - $39.9K
|
5.9K
$247K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
524New |
$18.6K - $21K
|
524
$21.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
400New |
$14.2K - $16K
|
400
$16.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
191+ 9.7% |
$6.78K - $7.66K
|
2.16K
$90.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
110New |
$3.91K - $4.41K
|
110
$4.59K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
14+ 1.99% |
$497 - $561
|
716
$29.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$35.5 - $40.1
|
3.71K
$155K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
7.07KNew |
$247K - $291K
|
7.07K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
5KNew |
$175K - $206K
|
5K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.88K+ 25.53% |
$135K - $160K
|
19.1K
$796K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
470+ 50.0% |
$16.4K - $19.3K
|
1.41K
$58.9K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
239+ 2655.56% |
$8.35K - $9.84K
|
248
$10.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
175New |
$6.11K - $7.2K
|
175
$7.31K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
160New |
$5.59K - $6.59K
|
160
$6.68K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
13+ 59.09% |
$454 - $535
|
35
$1.46K
|
|