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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
740+ 57.9% |
$27.7K - $31.8K
|
2.02K
$78.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
666+ 12.61% |
$24.9K - $28.6K
|
5.95K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
643+ 4.7% |
$24K - $27.6K
|
14.3K
$560K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
642+ 11.97% |
$24K - $27.6K
|
6.01K
$235K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
631+ 9.48% |
$23.6K - $27.1K
|
7.29K
$285K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
591+ 27.35% |
$22.1K - $25.4K
|
2.75K
$108K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
558+ 7.47% |
$20.9K - $24K
|
8.03K
$314K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
513New |
$19.2K - $22K
|
513
$20.1K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
489+ 857.89% |
$18.3K - $21K
|
546
$21.3K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
484+ 1.11% |
$18.1K - $20.8K
|
44.2K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
422+ 2.11% |
$15.8K - $18.1K
|
20.4K
$797K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
405+ 578.57% |
$15.1K - $17.4K
|
475
$18.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
400+ 28.86% |
$14.9K - $17.2K
|
1.79K
$69.8K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
398+ 9.07% |
$14.9K - $17.1K
|
4.79K
$187K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
390+ 33.91% |
$14.6K - $16.8K
|
1.54K
$60.2K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
375+ 436.05% |
$14K - $16.1K
|
461
$18K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
346+ 0.79% |
$12.9K - $14.9K
|
44.3K
$1.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
335+ 3.59% |
$12.5K - $14.4K
|
9.67K
$378K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
327+ 4.61% |
$12.2K - $14K
|
7.42K
$290K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
316+ 30.86% |
$11.8K - $13.6K
|
1.34K
$52.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
309New |
$11.5K - $13.3K
|
309
$12.1K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
284+ 4.33% |
$10.6K - $12.2K
|
6.85K
$268K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
282+ 0.89% |
$10.5K - $12.1K
|
32.1K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
268+ 1.23% |
$10K - $11.5K
|
22K
$860K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
260+ 1.89% |
$9.72K - $11.2K
|
14K
$547K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
250New |
$9.34K - $10.7K
|
250
$9.77K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
233+ 91.37% |
$8.71K - $10K
|
488
$19.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
220+ 1.75% |
$8.22K - $9.45K
|
12.8K
$500K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
207+ 2.38% |
$7.74K - $8.89K
|
8.92K
$349K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
199+ 2.12% |
$7.44K - $8.55K
|
9.57K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
186New |
$6.95K - $7.99K
|
186
$7.27K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
185+ 4.31% |
$6.91K - $7.95K
|
4.48K
$175K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
182New |
$6.8K - $7.82K
|
182
$7.11K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
178New |
$6.65K - $7.65K
|
178
$6.96K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
176New |
$6.58K - $7.56K
|
176
$6.88K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
159+ 4.0% |
$5.94K - $6.83K
|
4.14K
$162K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
145New |
$5.42K - $6.23K
|
145
$5.67K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
137New |
$5.12K - $5.88K
|
137
$5.36K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
121New |
$4.52K - $5.2K
|
121
$4.73K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
112New |
$4.19K - $4.81K
|
112
$4.38K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
110+ 0.82% |
$4.11K - $4.72K
|
13.5K
$527K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
108+ 1.38% |
$4.04K - $4.64K
|
7.93K
$310K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 2.96% |
$3.74K - $4.3K
|
3.48K
$136K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
84+ 6.34% |
$3.14K - $3.61K
|
1.41K
$55.1K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
80+ 14.16% |
$2.99K - $3.44K
|
645
$25.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
73+ 429.41% |
$2.73K - $3.14K
|
90
$3.52K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
67+ 0.34% |
$2.5K - $2.88K
|
19.7K
$771K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
63+ 7.71% |
$2.35K - $2.71K
|
880
$34.4K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
61+ 0.89% |
$2.28K - $2.62K
|
6.9K
$270K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
60+ 35.71% |
$2.24K - $2.58K
|
228
$8.91K
|