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 11,585 shares of IXC stock, worth $498,155. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,585
Previous 11,548 0.32%
Holding current value
$498,155
Previous $479,000 2.3%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR GLOBAL ENERGY ETF


  • 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.