Outlook Wealth Advisors, LLC Ishares Tr North Amern Nat Res Transaction History

Outlook Wealth Advisors, LLC

$277 Million
Q2 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 11,891 shares of IGE stock, worth $536,165. This represents 0.19% of its overall portfolio holdings.

Number of Shares

11,891

Previous 10,339 15.01%

Holding current value

$536,165

Previous $465,000 12.47%

% of portfolio

0.19%

Previous 0.16%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$42.73 - $46.5 $66,316 - $72,168	1,552 Added 15.01%	11,891 $523,000
Q1 2024 Apr 22, 2024	BUY	$38.73 - $44.99 $10,728 - $12,462	277 Added 2.75%	10,339 $465,000
Q4 2023 Jan 29, 2024	SELL	$39.02 - $42.38 $21,539 - $23,393	-552 Reduced 5.2%	10,062 $409,000
Q2 2023 Jul 10, 2023	SELL	$36.42 - $41.09 $28,334 - $31,968	-778 Reduced 6.83%	10,614 $412,000
Q1 2023 Apr 18, 2023	BUY	$36.54 - $43.51 $416,263 - $495,665	11,392 New	11,392 $446,000
Q2 2022 Jul 28, 2022	SELL	$35.4 - $45.43 $85,703 - $109,986	-2,421 Reduced 8.53%	25,945 $933,000
Q1 2022 Jul 28, 2022	BUY	$31.99 - $41.5 $125,560 - $162,887	3,925 Added 16.06%	28,366 $1.15 Million
Q1 2022 May 13, 2022	SELL	$31.99 - $41.5 $172,202 - $223,394	-5,383 Reduced 18.05%	24,441 $989,000
Q4 2021 Jan 21, 2022	BUY	$29.85 - $32.91 $496,942 - $547,885	16,648 Added 126.35%	29,824 $939,000
Q3 2021 Oct 22, 2021	SELL	$26.9 - $30.8 $5,649 - $6,468	-210 Reduced 1.57%	13,176 $387,000
Q2 2021 Jul 21, 2021	BUY	$27.57 - $31.86 $369,052 - $426,477	13,386 New	13,386 $407,000

Others Institutions Holding IGE

# of Institutions

145

Shares Held

6.29M

Call Options Held

800

Put Options Held

4.6K

View Full List

About ISHARES TR NORTH AMERN NAT RES

Ticker IGE
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Outlook Wealth Advisors, LLC Ishares Tr North Amern Nat Res Transaction History