A detailed history of Dakota Wealth Management transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Dakota Wealth Management holds 61,837 shares of IXC stock, worth $2.6 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
61,837
Previous 65,951 6.24%
Holding current value
$2.6 Million
Previous $2.74 Million 8.55%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$38.94 - $42.35 $160,199 - $174,227
-4,114 Reduced 6.24%
61,837 $2.5 Million
Q2 2024

Jul 19, 2024

BUY
$39.86 - $44.76 $62,540 - $70,228
1,569 Added 2.44%
65,951 $2.74 Million
Q1 2024

Apr 24, 2024

BUY
$37.37 - $42.95 $2.41 Million - $2.77 Million
64,382 New
64,382 $2.77 Million

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


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

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management 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 Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.