Fiduciary Planning LLC Ishares Tr Global Energy ETF Transaction History

Fiduciary Planning LLC

$232 Million
Q1 2025

A detailed history of Fiduciary Planning LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Fiduciary Planning LLC holds 22,560 shares of IXC stock, worth $942,105. This represents 0.41% of its overall portfolio holdings.

Number of Shares

22,560

Previous 52,932 57.38%

Holding current value

$942,105

Previous $2.02 Million 53.37%

% of portfolio

0.41%

Previous 0.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$38.48 - $42.16 $1.17 Million - $1.28 Million	-30,372 Reduced 57.38%	22,560 $942,000
Q4 2024 Jan 24, 2025	SELL	$36.95 - $43.06 $1.2 Million - $1.4 Million	-32,605 Reduced 38.12%	52,932 $2.02 Million
Q3 2024 Oct 22, 2024	BUY	$38.94 - $42.35 $164,794 - $179,225	4,232 Added 5.21%	85,537 $3.46 Million
Q2 2024 Aug 06, 2024	SELL	$39.86 - $44.76 $51,499 - $57,829	-1,292 Reduced 1.56%	81,305 $3.37 Million
Q1 2024 Apr 29, 2024	SELL	$37.37 - $42.95 $1.55 Million - $1.78 Million	-41,354 Reduced 33.36%	82,597 $3.55 Million
Q4 2023 Jan 25, 2024	BUY	$38.15 - $42.12 $3.62 Million - $3.99 Million	94,774 Added 324.82%	123,951 $4.85 Million
Q3 2023 Oct 26, 2023	BUY	$36.21 - $42.19 $1.06 Million - $1.23 Million	29,177 New	29,177 $1.2 Million

Others Institutions Holding IXC

# of Institutions

409

Shares Held

32.3M

Call Options Held

46.7K

Put Options Held

3.8K

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

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Fiduciary Planning LLC Ishares Tr Global Energy ETF Transaction History