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

Jfs Wealth Advisors, LLC

  • $1.47 Billion
  • Q1 2025

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 990 shares of IXC stock, worth $37,550. This represents 0.0% of its overall portfolio holdings.

Number of Shares
990
Previous 12,764 92.24%
Holding current value
$37,550
Previous $487,000 91.58%
% of portfolio
0.0%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$38.48 - $42.16 $453,063 - $496,391
-11,774 Reduced 92.24%
990 $41,000
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
374
Shares Held
25.9M
Call Options Held
35.5K
Put Options Held
800
View Full List

About ISHARES TR GLOBAL ENERGY ETF

IXC Quotes by TradingView
  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email