Bergan Kdv Wealth Management, LLC Ishares Tr Global Energy ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 3,705 shares of IXC stock, worth $149,422. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,705
Previous 3,704 0.03%
Holding current value
$149,422
Previous $139,000 1.44%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
BUY
$35.5 - $40.09 $35 - $40
1 Added 0.03%
3,705 $137,000
Q4 2022

Jan 31, 2023
BUY
$35.16 - $41.98 $2,636 - $3,148
75 Added 2.07%
3,704 $144,000
Q2 2022

Jul 13, 2022
SELL
$32.89 - $42.6 $16,412 - $21,257
-499 Reduced 12.09%
3,629 $123,000
Q4 2021

Jan 28, 2022
SELL
$26.37 - $29.86 $353,278 - $400,034
-13,397 Reduced 76.45%
4,128 $114,000
Q3 2021

Nov 12, 2021
BUY
$23.34 - $27.04 $85,634 - $99,209
3,669 Added 26.48%
17,525 $471,000
Q2 2021

Aug 10, 2021
BUY
$23.96 - $27.78 $331,989 - $384,919
13,856 New
13,856 $368,000

Others Institutions Holding IXC

# of Institutions
431
Shares Held
33.7M
Call Options Held
31.1K
Put Options Held
300
View Full List

About ISHARES TR GLOBAL ENERGY ETF

IXC Quotes by TradingView
  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
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