One Wealth Management Investment & Advisory Services, LLC Ishares Tr Global Energy ETF Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$39.86 - $44.76 $575,179 - $645,886	-14,430 Reduced 68.45%	6,651 $276 Million
Q1 2024 May 14, 2024	BUY	$37.37 - $42.95 $372,242 - $427,824	9,961 Added 89.58%	21,081 $905 Million
Q4 2023 Jan 25, 2024	BUY	$38.15 - $42.12 $424,228 - $468,374	11,120 New	11,120 $435 Million

Others Institutions Holding IXC

# of Institutions

401

Shares Held

30M

Call Options Held

47.6K

Put Options Held

300

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

9.83M
Shares

$415 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

1.6M
Shares

$67.7 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$49.2 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

988K
Shares

$41.7 Million
0.0% of portfolio
Envestnet Asset Management Inc

888K
Shares

$37.5 Million
0.01% of portfolio

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

More about IXC

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