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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-334- 98.53% |
$12.3K - $14.4K
|
5
$201
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-336- 96.83% |
$12.4K - $14.5K
|
11
$443
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-347- 16.22% |
$12.8K - $14.9K
|
1.79K
$72.1K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-350- 1.21% |
$12.9K - $15.1K
|
28.7K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-442- 2.93% |
$16.3K - $19K
|
14.6K
$589K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-449- 3.41% |
$16.6K - $19.3K
|
12.7K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-488- 16.6% |
$18K - $21K
|
2.45K
$98.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-490- 24.5% |
$18.1K - $21.1K
|
1.51K
$60.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-494- 61.9% |
$18.3K - $21.3K
|
304
$12.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-553- 5.84% |
$20.4K - $23.8K
|
8.91K
$359K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-605- 0.58% |
$22.4K - $26.1K
|
103K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-687- 2.66% |
$25.4K - $29.6K
|
25.2K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-700- 7.78% |
$25.9K - $30.1K
|
8.3K
$334K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-718- 62.16% |
$26.5K - $30.9K
|
437
$17.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-787- 31.53% |
$29.1K - $33.9K
|
1.71K
$68.8K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-825- 55.41% |
$30.5K - $35.5K
|
664
$26.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-826- 39.07% |
$30.5K - $35.6K
|
1.29K
$51.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-867- 1.92% |
$32K - $37.3K
|
44.3K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-895- 66.0% |
$33.1K - $38.5K
|
461
$18.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1K- 10.7% |
$37K - $43.1K
|
8.35K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1K- 42.92% |
$37K - $43.1K
|
1.33K
$53.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1K- 6.47% |
$37K - $43.1K
|
14.5K
$582K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.12K- 4.44% |
$41.4K - $48.2K
|
24.1K
$971K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.13K- 14.12% |
$41.7K - $48.6K
|
6.86K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.35K- 82.48% |
$49.7K - $58K
|
286
$11.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.4K- 10.94% |
$51.7K - $60.3K
|
11.4K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.45K- 8.74% |
$53.4K - $62.2K
|
15.1K
$607K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.55K- 3.81% |
$57.2K - $66.7K
|
39.1K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 12.35% |
$65.5K - $76.3K
|
12.6K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.78K- 87.25% |
$65.8K - $76.6K
|
260
$10.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.83K- 15.96% |
$67.5K - $78.7K
|
9.62K
$387K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.87K- 6.71% |
$69K - $80.4K
|
26K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.25K- 19.48% |
$83K - $96.7K
|
9.28K
$374K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.44K- 66.08% |
$90.1K - $105K
|
1.25K
$50.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.44K- 5.88% |
$90.3K - $105K
|
39.1K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.44K- 22.53% |
$90.3K - $105K
|
8.4K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.5K- 9.22% |
$92.4K - $108K
|
24.6K
$991K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.51K- 20.07% |
$92.6K - $108K
|
9.98K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.59K- 1.05% |
$95.8K - $112K
|
243K
$9.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-2.9K- 0.98% |
$107K - $125K
|
292K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.13K- 39.5% |
$116K - $135K
|
4.79K
$193K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.21K- 32.98% |
$119K - $138K
|
6.53K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.36K- 0.55% |
$124K - $145K
|
611K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.6K- 14.65% |
$133K - $155K
|
21K
$844K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-3.65K- 13.87% |
$135K - $157K
|
22.7K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.75K- 39.35% |
$139K - $161K
|
5.78K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-4.19K- 27.3% |
$155K - $180K
|
11.2K
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.3K- 23.12% |
$159K - $185K
|
14.3K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.49K- 17.81% |
$166K - $193K
|
20.7K
$833K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.55K- 14.86% |
$168K - $196K
|
26K
$1.05M
|