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

Ever Source Wealth Advisors, LLC

  • $1.5 Billion
  • Q2 2024

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 4,783 shares of IXC stock, worth $192,898. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,783
Previous 2,752 73.8%
Holding current value
$192,898
Previous $118,000 67.8%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
431
Shares Held
33.7M
Call Options Held
31.1K
Put Options Held
300
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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