Jfs Wealth Advisors, LLC Ishares Tr Global Energy ETF Transaction History

Jfs Wealth Advisors, LLC

$1.46 Billion
Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 12,764 shares of IXC stock, worth $505,071. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,764

Previous 11,585 10.18%

Holding current value

$505,071

Previous $468,000 4.06%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$36.95 - $43.06 $43,564 - $50,767	1,179 Added 10.18%	12,764 $487,000
Q3 2024 Oct 25, 2024	BUY	$38.94 - $42.35 $1,440 - $1,566	37 Added 0.32%	11,585 $468,000
Q2 2024 Jul 15, 2024	BUY	$39.86 - $44.76 $191,328 - $214,848	4,800 Added 71.13%	11,548 $479,000
Q1 2024 Apr 30, 2024	BUY	$37.37 - $42.95 $105,757 - $121,548	2,830 Added 72.23%	6,748 $289,000
Q4 2023 Feb 07, 2024	BUY	$38.15 - $42.12 $149,471 - $165,026	3,918 New	3,918 $153,000

Others Institutions Holding IXC

# of Institutions

414

Shares Held

31.5M

Call Options Held

47.6K

Put Options Held

300

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

More about IXC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Account

Jfs Wealth Advisors, LLC Ishares Tr Global Energy ETF Transaction History