A detailed history of Cypress Wealth Services, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 6,528 shares of IXC stock, worth $268,431. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,528
Previous 9,741 32.98%
Holding current value
$268,431
Previous $394,000 36.8%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Jan 14, 2025

SELL
$36.95 - $43.06 $118,720 - $138,351
-3,213 Reduced 32.98%
6,528 $249,000
Q3 2024

Oct 08, 2024

SELL
$38.94 - $42.35 $91,158 - $99,141
-2,341 Reduced 19.38%
9,741 $394,000
Q2 2024

Jul 12, 2024

SELL
$39.86 - $44.76 $1.66 Million - $1.86 Million
-41,633 Reduced 77.51%
12,082 $501,000
Q1 2024

Apr 15, 2024

BUY
$37.37 - $42.95 $609,990 - $701,072
16,323 Added 43.65%
53,715 $2.31 Million
Q4 2023

Jan 10, 2024

BUY
$38.15 - $42.12 $1.43 Million - $1.57 Million
37,392 New
37,392 $1.46 Million

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


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