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

Certus Wealth Management, LLC

  • $144 Million
  • Q4 2024

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 10,342 shares of IXC stock, worth $383,791. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,342
Previous 8,535 21.17%
Holding current value
$383,791
Previous $345,000 14.2%
% of portfolio
0.27%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
389
Shares Held
28.5M
Call Options Held
46.7K
Put Options Held
3.8K
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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