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

Insight Wealth Partners, LLC

$723 Million
Q4 2024

A detailed history of Insight Wealth Partners, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 9,981 shares of IXC stock, worth $406,426. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,981

Previous 12,487 20.07%

Holding current value

$406,426

Previous $505,000 24.55%

% of portfolio

0.05%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$36.95 - $43.06 $92,596 - $107,908	-2,506 Reduced 20.07%	9,981 $381,000
Q3 2024 Nov 13, 2024	BUY	$38.94 - $42.35 $55,956 - $60,856	1,437 Added 13.0%	12,487 $505,000
Q2 2024 Jul 18, 2024	BUY	$39.86 - $44.76 $40,258 - $45,207	1,010 Added 10.06%	11,050 $458,000
Q1 2024 May 10, 2024	BUY	$37.37 - $42.95 $35,165 - $40,415	941 Added 10.34%	10,040 $431,000
Q4 2023 Feb 13, 2024	BUY	$38.15 - $42.12 $80,038 - $88,367	2,098 Added 29.97%	9,099 $355,000
Q3 2023 Oct 30, 2023	BUY	$36.21 - $42.19 $50,114 - $58,390	1,384 Added 24.64%	7,001 $288,000
Q2 2023 Aug 11, 2023	BUY	$35.5 - $40.09 $199,403 - $225,185	5,617 New	5,617 $209,000

Others Institutions Holding IXC

# of Institutions

414

Shares Held

32.1M

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

More about IXC

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