Purchases and Sales Made in Q4 2025 in Ishares Tr Global Energy ETF (IXC)
This table provides information about the institutional ownership of Ishares Tr Global Energy ETF (IXC) during Q4 2025. 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 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
92K+ 24.97% |
$3.7M - $4.01M
|
460K
$20M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
22.7KNew |
$914K - $990K
|
22.7K
$990K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15K+ 5.18% |
$602K - $652K
|
304K
$13.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
14.1K+ 18.99% |
$568K - $615K
|
88.5K
$3.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.18K+ 19.47% |
$168K - $182K
|
25.7K
$1.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.13K+ 6.99% |
$126K - $136K
|
47.8K
$2.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
115New |
$4.63K - $5.01K
|
115
$5.01K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
28+ 0.5% |
$1.13K - $1.22K
|
5.67K
$247K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 2.1% |
$805 - $871
|
974
$42.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
3+ 1.65% |
$121 - $131
|
185
$8.06K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-4- 0.1% |
$161 - $174
|
3.96K
$173K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-83- 3.5% |
$3.34K - $3.62K
|
2.29K
$99.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-368- 0.69% |
$14.8K - $16K
|
53.3K
$2.32M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-439- 5.22% |
$17.7K - $19.1K
|
7.97K
$347K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-460- 25.33% |
$18.5K - $20K
|
1.36K
$59.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.22K- 13.49% |
$49.2K - $53.3K
|
7.84K
$342K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.68K- 21.44% |
$269K - $291K
|
24.5K
$1.07M
|
|