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 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.67K- 20.21% |
$172K - $201K
|
18.4K
$750K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.97K- 10.36% |
$183K - $214K
|
42.9K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.06K- 18.05% |
$187K - $218K
|
23K
$935K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.13K- 89.61% |
$190K - $221K
|
595
$24.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.62K- 9.09% |
$208K - $242K
|
56.2K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.05K- 39.03% |
$223K - $260K
|
9.44K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.2K- 37.57% |
$229K - $267K
|
10.3K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-6.23K- 41.83% |
$230K - $268K
|
8.66K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.59K- 10.25% |
$281K - $327K
|
66.5K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-7.98K- 6.06% |
$295K - $343K
|
124K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.07K- 50.02% |
$298K - $348K
|
8.06K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-8.77K- 21.88% |
$324K - $377K
|
31.3K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-8.93K- 46.33% |
$330K - $384K
|
10.3K
$421K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-9.17K- 2.56% |
$339K - $395K
|
349K
$14.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.1K- 24.12% |
$410K - $477K
|
34.9K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 12.96% |
$416K - $485K
|
75.7K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-12.1K- 17.77% |
$445K - $519K
|
55.8K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-12.9K- 53.5% |
$476K - $555K
|
11.2K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14.2K- 47.28% |
$526K - $613K
|
15.9K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-18K- 46.97% |
$665K - $775K
|
20.3K
$828K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19K- 17.63% |
$703K - $819K
|
88.8K
$3.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.7K- 22.5% |
$837K - $976K
|
78K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.2K- 30.78% |
$859K - $1M
|
52.3K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-28K- 9.21% |
$1.03M - $1.2M
|
276K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30.3K- 17.78% |
$1.12M - $1.31M
|
140K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.4K- 69.1% |
$1.12M - $1.31M
|
13.6K
$553K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-32.1K- 81.44% |
$1.18M - $1.38M
|
7.31K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-32.6K- 38.12% |
$1.2M - $1.4M
|
52.9K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-33.4K- 42.27% |
$1.23M - $1.44M
|
45.6K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-33.5K- 21.22% |
$1.24M - $1.44M
|
124K
$5.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-33.9K- 23.07% |
$1.25M - $1.46M
|
113K
$4.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-34.1K- 54.71% |
$1.26M - $1.47M
|
28.2K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-37.4K- 64.77% |
$1.38M - $1.61M
|
20.3K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-44.6K- 27.79% |
$1.65M - $1.92M
|
116K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-45.3K- 78.07% |
$1.67M - $1.95M
|
12.7K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-48.2K- 22.26% |
$1.78M - $2.08M
|
169K
$6.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-82K- 19.01% |
$3.03M - $3.53M
|
349K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-91K- 84.22% |
$3.36M - $3.92M
|
17.1K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-93.9K- 5.86% |
$3.47M - $4.04M
|
1.51M
$61.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-119K- 69.4% |
$4.38M - $5.11M
|
52.3K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-128K- 25.34% |
$4.72M - $5.5M
|
377K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-193K- 16.61% |
$7.15M - $8.33M
|
971K
$39.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-209K- 95.68% |
$7.71M - $8.99M
|
9.43K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-434K- 85.33% |
$16M - $18.7M
|
74.7K
$3.04M
|