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

One Wealth Advisors, LLC

  • $639 Million
  • Q3 2024

A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 15,489 shares of IXC stock, worth $666,027. This represents 0.1% of its overall portfolio holdings.

Number of Shares
15,489
Previous 16,729 7.41%
Holding current value
$666,027
Previous $694,000 9.8%
% of portfolio
0.1%
Previous 0.15%

Shares

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

Oct 16, 2024
SELL
$38.94 - $42.35 $48,285 - $52,514
-1,240 Reduced 7.41%
15,489 $626,000
Q2 2024

Aug 13, 2024
SELL
$39.86 - $44.76 $1.85 Million - $2.08 Million
-46,382 Reduced 73.49%
16,729 $694,000
Q1 2024

Apr 15, 2024
BUY
$37.37 - $42.95 $853,343 - $980,763
22,835 Added 56.7%
63,111 $2.71 Million
Q4 2023

Feb 13, 2024
BUY
$38.15 - $42.12 $1.54 Million - $1.7 Million
40,276 New
40,276 $1.58 Million

Others Institutions Holding IXC

# of Institutions
400
Shares Held
29.9M
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
Track This Portfolio

Track One Wealth Advisors, LLC Portfolio

Follow One 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 One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email