Ever Source Wealth Advisors, LLC Ishares Tr Global Energy ETF Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,562 shares of IXC stock, worth $59,246. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,562

Previous 1,792 12.83%

Holding current value

$59,246

Previous $68,000 4.41%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$38.48 - $42.16 $8,850 - $9,696	-230 Reduced 12.83%	1,562 $65,000
Q4 2024 Feb 07, 2025	SELL	$36.95 - $43.06 $12,821 - $14,941	-347 Reduced 16.22%	1,792 $68,000
Q3 2024 Nov 08, 2024	SELL	$38.94 - $42.35 $102,957 - $111,973	-2,644 Reduced 55.28%	2,139 $86,000
Q2 2024 Aug 13, 2024	BUY	$39.86 - $44.76 $80,955 - $90,907	2,031 Added 73.8%	4,783 $198,000
Q1 2024 Jun 11, 2024	BUY	$37.37 - $42.95 $22,085 - $25,383	591 Added 27.35%	2,752 $118,000
Q4 2023 Feb 09, 2024	BUY	$38.15 - $42.12 $82,442 - $91,021	2,161 New	2,161 $84,000
Q2 2022 Aug 01, 2022	SELL	$32.89 - $42.6 $493 - $639	-15 Reduced 11.28%	118 $4,000
Q1 2022 May 25, 2022	SELL	$28.25 - $37.1 $2,401 - $3,153	-85 Reduced 38.99%	133 $5,000
Q4 2021 Feb 07, 2022	BUY	$26.37 - $29.86 $5,748 - $6,509	218 New	218 $6,000

Others Institutions Holding IXC

# of Institutions

374

Shares Held

25.9M

Call Options Held

35.5K

Put Options Held

800

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

More about IXC

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Ever Source Wealth Advisors, LLC Ishares Tr Global Energy ETF Transaction History