Destiny Wealth Partners, LLC Ishares Tr Global Energy ETF Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	SELL	$31.41 - $38.76 $35,242 - $43,488	-1,122 Reduced 19.54%	4,619 $154,000
Q2 2022 Jul 15, 2022	BUY	$32.89 - $42.6 $10,853 - $14,058	330 Added 6.1%	5,741 $195,000
Q1 2022 Apr 21, 2022	SELL	$28.25 - $37.1 $25,001 - $32,833	-885 Reduced 14.06%	5,411 $196,000
Q4 2021 Jan 20, 2022	SELL	$26.37 - $29.86 $5.93 Million - $6.71 Million	-224,865 Reduced 97.28%	6,296 $173,000
Q3 2021 Oct 28, 2021	BUY	$23.34 - $27.04 $409,173 - $474,038	17,531 Added 8.21%	231,161 $6.21 Million
Q2 2021 Jul 27, 2021	BUY	$23.96 - $27.78 $41,426 - $48,031	1,729 Added 0.82%	213,630 $5.68 Million
Q1 2021 Apr 22, 2021	BUY	$20.39 - $26.47 $4.32 Million - $5.61 Million	211,901 New	211,901 $5.22 Million

Others Institutions Holding IXC

# of Institutions

400

Shares Held

29.9M

Call Options Held

47.6K

Put Options Held

300

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

9.83M
Shares

$423 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

1.6M
Shares

$68.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$50.1 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

988K
Shares

$42.5 Million
0.0% of portfolio
Envestnet Asset Management Inc

888K
Shares

$38.2 Million
0.01% of portfolio

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

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