A detailed history of Bright Financial Advisors, Inc. transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Bright Financial Advisors, Inc. holds 5,000 shares of IXC stock, worth $197,300. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,003 0.06%
Holding current value
$197,300
Previous $214 Million 3.05%
% of portfolio
0.15%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$39.86 - $44.76 $119 - $134
-3 Reduced 0.06%
5,000 $208 Million
Q1 2024

May 09, 2024

BUY
$37.37 - $42.95 $186,962 - $214,878
5,003 New
5,003 $214 Million

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
Track This Portfolio

Track Bright Financial Advisors, Inc. Portfolio

Follow Bright Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bright Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Financial Advisors, Inc. with notifications on news.