Goal Vest Advisory LLC Ishares Tr Global Energy ETF Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 03, 2022	SELL	$28.25 - $37.1 $70,625 - $92,750	-2,500 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$15.08 - $22.37 $37,700 - $55,925	2,500 New	2,500 $51,000

Others Institutions Holding IXC

# of Institutions

401

Shares Held

30M

Call Options Held

47.6K

Put Options Held

300

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

9.83M
Shares

$413 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

1.6M
Shares

$67.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$48.9 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

988K
Shares

$41.5 Million
0.0% of portfolio
Envestnet Asset Management Inc

888K
Shares

$37.3 Million
0.01% of portfolio

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

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