A detailed history of Capasso Planning Partners LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Capasso Planning Partners LLC holds 11,199 shares of IXC stock, worth $437,544. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,199
Previous 24,086 53.5%
Holding current value
$437,544
Previous $975,000 56.21%
% of portfolio
0.18%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

SELL
$36.95 - $43.06 $476,174 - $554,914
-12,887 Reduced 53.5%
11,199 $427,000
Q3 2024

Dec 02, 2024

SELL
$38.94 - $42.35 $318,334 - $346,211
-8,175 Reduced 25.34%
24,086 $975,000
Q2 2024

Dec 02, 2024

BUY
$39.86 - $44.76 $1.29 Million - $1.44 Million
32,261 New
32,261 $1.34 Million

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
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