Liberty Wealth Management LLC Ishares Tr Global Energy ETF Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 16,506 shares of IXC stock, worth $653,142. This represents 0.12% of its overall portfolio holdings.

Number of Shares
16,506
Previous 36,363 54.61%
Holding current value
$653,142
Previous $764,000 12.57%
% of portfolio
0.12%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$38.94 - $42.35 $773,231 - $840,943
-19,857 Reduced 54.61%
16,506 $668,000
Q2 2024

Aug 06, 2024
SELL
$39.86 - $44.76 $675,587 - $758,637
-16,949 Reduced 31.79%
36,363 $764,000
Q1 2024

May 02, 2024
BUY
$37.37 - $42.95 $340,141 - $390,930
9,102 Added 20.59%
53,312 $2.29 Million
Q4 2023

Feb 08, 2024
BUY
$38.15 - $42.12 $1.69 Million - $1.86 Million
44,210 New
44,210 $1.73 Million

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

IXC Quotes by TradingView
  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
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