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 36,363 shares of IXC stock, worth $1.51 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
36,363
Previous 53,312 31.79%
Holding current value
$1.51 Million
Previous $2.29 Million 66.59%
% of portfolio
0.14%
Previous 0.45%

Shares

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

About ISHARES TR GLOBAL ENERGY ETF


  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
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