Certus Wealth Management, LLC Ishares Tr Global Energy ETF Transaction History

Certus Wealth Management, LLC

$155 Million
Q3 2025

A detailed history of Certus Wealth Management, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 5,354 shares of IXC stock, worth $233,220. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,354

Previous 7,603 29.58%

Holding current value

$233,220

Previous $298,000 25.17%

% of portfolio

0.14%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$39.45 - $42.95 $88,723 - $96,594	-2,249 Reduced 29.58%	5,354 $223,000
Q2 2025 Jul 24, 2025	SELL	$34.69 - $42.32 $86,343 - $105,334	-2,489 Reduced 24.66%	7,603 $298,000
Q1 2025 May 13, 2025	SELL	$38.48 - $42.16 $9,620 - $10,540	-250 Reduced 2.42%	10,092 $424,000
Q4 2024 Feb 11, 2025	BUY	$36.95 - $43.06 $66,768 - $77,809	1,807 Added 21.17%	10,342 $394,000
Q3 2024 Nov 12, 2024	BUY	$38.94 - $42.35 $29,516 - $32,101	758 Added 9.75%	8,535 $345,000
Q2 2024 Aug 02, 2024	SELL	$39.86 - $44.76 $424,309 - $476,470	-10,645 Reduced 57.78%	7,777 $322,000
Q1 2024 May 06, 2024	BUY	$37.37 - $42.95 $161,513 - $185,629	4,322 Added 30.65%	18,422 $791,000
Q4 2023 Feb 09, 2024	BUY	$38.15 - $42.12 $537,915 - $593,892	14,100 New	14,100 $551,000

Others Institutions Holding IXC

# of Institutions

347

Shares Held

28.3M

Call Options Held

18.4K

Put Options Held

100

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

More about IXC

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Certus Wealth Management, LLC Ishares Tr Global Energy ETF Transaction History