Bogart Wealth, LLC Ishares Tr Global Energy ETF Transaction History

Bogart Wealth, LLC

$2.11 Billion
Q1 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 73 shares of IXC stock, worth $2,709. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,709

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$38.48 - $42.16 $2,809 - $3,077	73 New	73 $3,000

Others Institutions Holding IXC

# of Institutions

393

Shares Held

28.7M

Call Options Held

46.7K

Put Options Held

3.8K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

10.1M
Shares

$376 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

1.51M
Shares

$56 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

1.43M
Shares

$52.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

971K
Shares

$36 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

771K
Shares

$28.6 Million
0.01% of portfolio

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

More about IXC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Account