Purchases and Sales Made in Q1 2024 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR GLOBAL ENERGY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
14.5KNew |
$541K - $622K
|
14.5K
$573K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
14.3KNew |
$534K - $614K
|
14.3K
$566K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.1K+ 5.78% |
$528K - $607K
|
258K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14.1K+ 34.06% |
$527K - $606K
|
55.5K
$2.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
13.5KNew |
$503K - $578K
|
13.5K
$532K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.3K+ 5.37% |
$499K - $573K
|
262K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
12.4K+ 13.6% |
$462K - $531K
|
103K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11.9K+ 103.71% |
$445K - $512K
|
23.4K
$926K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11.9K+ 22.58% |
$445K - $511K
|
64.7K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.8K+ 44.04% |
$441K - $507K
|
38.6K
$1.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.3K+ 25.17% |
$422K - $485K
|
56.2K
$2.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.3K+ 19.51% |
$422K - $485K
|
69.2K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11.2K+ 17.1% |
$419K - $481K
|
76.7K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11K+ 7.04% |
$412K - $473K
|
167K
$6.63M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10.9KNew |
$407K - $468K
|
10.9K
$431K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
10.9K+ 9.91% |
$406K - $466K
|
120K
$4.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
10.7K+ 14.38% |
$398K - $458K
|
84.7K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
10.4K+ 85.52% |
$390K - $448K
|
22.6K
$896K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10.4K+ 10.42% |
$388K - $446K
|
110K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.1K+ 38.8% |
$377K - $433K
|
36.1K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
$374K - $430K
|
10K
$396K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
9.96K+ 89.58% |
$372K - $428K
|
21.1K
$834K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9.67K+ 9.84% |
$361K - $415K
|
108K
$4.27M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
9.36K+ 14.0% |
$350K - $402K
|
76.2K
$3.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.3K+ 20.38% |
$347K - $399K
|
54.9K
$2.17M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
9.19KNew |
$343K - $395K
|
9.19K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
9.1K+ 20.59% |
$340K - $391K
|
53.3K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.92K+ 91.96% |
$333K - $383K
|
18.6K
$737K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
8.72KNew |
$326K - $374K
|
8.72K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8.25K+ 11.3% |
$308K - $354K
|
81.3K
$3.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
BUY
|
- |
8.16K+ 27.28% |
$305K - $350K
|
38.1K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8.16K+ 50.87% |
$305K - $350K
|
24.2K
$957K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.15K+ 17.71% |
$305K - $350K
|
54.2K
$2.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
8.03K+ 38.18% |
$300K - $345K
|
29K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8K+ 50.63% |
$299K - $344K
|
23.8K
$942K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.97KNew |
$298K - $342K
|
7.97K
$315K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
7.59K+ 20.35% |
$284K - $326K
|
44.9K
$1.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.54K+ 70.18% |
$282K - $324K
|
18.3K
$723K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
7.5KNew |
$280K - $322K
|
7.5K
$297K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.4K+ 48.09% |
$277K - $318K
|
22.8K
$902K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.4K+ 105.85% |
$277K - $318K
|
14.4K
$569K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
7.25K+ 20.72% |
$271K - $312K
|
42.3K
$1.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.21KNew |
$269K - $309K
|
7.21K
$285K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.98KNew |
$261K - $300K
|
6.98K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.93KNew |
$259K - $298K
|
6.93K
$274K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
6.67K+ 9.98% |
$249K - $286K
|
73.5K
$2.91M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.57K+ 4.66% |
$245K - $282K
|
148K
$5.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.24K+ 35.08% |
$233K - $268K
|
24K
$951K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.16KNew |
$230K - $265K
|
6.16K
$244K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.06KNew |
$227K - $260K
|
6.06K
$240K
|