Kwb Wealth Ishares Tr Global Energy ETF Transaction History

Kwb Wealth

$806 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	SELL	$39.86 - $44.76 $20,169 - $22,648	-506 Reduced 1.5%	33,200 $1.38 Million
Q1 2024 Apr 19, 2024	BUY	$37.37 - $42.95 $1.26 Million - $1.45 Million	33,706 New	33,706 $1.45 Million

Others Institutions Holding IXC

# of Institutions

400

Shares Held

29.9M

Call Options Held

47.6K

Put Options Held

300

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

9.83M
Shares

$423 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

1.6M
Shares

$68.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$50.1 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

988K
Shares

$42.5 Million
0.0% of portfolio
Envestnet Asset Management Inc

888K
Shares

$38.2 Million
0.01% of portfolio

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

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