Purchases and Sales Made in Q4 2024 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
732New |
$27K - $31.5K
|
732
$29K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
715+ 4.56% |
$26.4K - $30.8K
|
16.4K
$648K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
597+ 5.84% |
$22.1K - $25.7K
|
10.8K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
541New |
$20K - $23.3K
|
541
$21.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
507+ 8.29% |
$18.7K - $21.8K
|
6.62K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
485+ 7.39% |
$17.9K - $20.9K
|
7.05K
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
429New |
$15.9K - $18.5K
|
429
$17K
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
425+ 4.63% |
$15.7K - $18.3K
|
9.6K
$380K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
373New |
$13.8K - $16.1K
|
373
$14.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
348+ 0.3% |
$12.9K - $15K
|
117K
$4.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
226+ 5.63% |
$8.35K - $9.73K
|
4.24K
$168K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
208New |
$7.69K - $8.96K
|
208
$8.23K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
201+ 4.4% |
$7.43K - $8.66K
|
4.77K
$189K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
190+ 0.84% |
$7.02K - $8.18K
|
22.9K
$907K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
189New |
$6.98K - $8.14K
|
189
$7.48K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
166+ 1.12% |
$6.13K - $7.15K
|
15K
$592K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
162+ 1.41% |
$5.99K - $6.98K
|
11.7K
$462K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
161+ 19.37% |
$5.95K - $6.93K
|
992
$39.3K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
159+ 0.3% |
$5.88K - $6.85K
|
54K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
138New |
$5.1K - $5.94K
|
138
$5.46K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
136+ 0.56% |
$5.03K - $5.86K
|
24.5K
$971K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
130+ 1.51% |
$4.8K - $5.6K
|
8.72K
$345K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
123+ 1.96% |
$4.54K - $5.3K
|
6.41K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
121+ 1.64% |
$4.47K - $5.21K
|
7.49K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
77+ 0.78% |
$2.85K - $3.32K
|
9.93K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
63+ 0.5% |
$2.33K - $2.71K
|
12.6K
$499K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
62+ 7.35% |
$2.29K - $2.67K
|
906
$35.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
39+ 0.2% |
$1.44K - $1.68K
|
20K
$793K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
38+ 0.33% |
$1.4K - $1.64K
|
11.4K
$453K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
31+ 2.25% |
$1.15K - $1.33K
|
1.41K
$55.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
24+ 2.03% |
$887 - $1.03K
|
1.2K
$47.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
13+ 0.1% |
$480 - $560
|
13.5K
$533K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13+ 2.22% |
$480 - $560
|
598
$23.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
12+ 2.35% |
$443 - $517
|
523
$20.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
9+ 0.9% |
$333 - $388
|
1.01K
$39.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6New |
$222 - $258
|
6
$237
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4New |
$148 - $172
|
4
$158
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4+ 0.08% |
$148 - $172
|
5.3K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 1.71% |
$111 - $129
|
178
$7.04K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 5.45% |
$111 - $129
|
58
$2.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3New |
$111 - $129
|
3
$119
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$73.9 - $86.1
|
2
$79.1
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 2.44% |
$73.9 - $86.1
|
84
$3.32K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.6% |
$37 - $43.1
|
169
$6.69K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.35% |
$37 - $43.1
|
75
$2.97K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 0.07% |
$37 - $43.1
|
1.44K
$56.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 7.95% |
$259 - $301
|
81
$3.21K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-47- 50.54% |
$1.74K - $2.02K
|
46
$1.82K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-55- 19.1% |
$2.03K - $2.37K
|
233
$9.22K
|