Shore Haven Wealth Partners, LLC Ishares Tr Global Energy ETF Transaction History

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 11,529 shares of IXC stock, worth $483,872. This represents 0.23% of its overall portfolio holdings.

Number of Shares
11,529
Previous 11,882 2.97%
Holding current value
$483,872
Previous $493,000 5.48%
% of portfolio
0.23%
Previous 0.26%

Shares

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

Oct 24, 2024
SELL
$38.94 - $42.35 $13,745 - $14,949
-353 Reduced 2.97%
11,529 $466,000
Q2 2024

Jul 24, 2024
SELL
$39.86 - $44.76 $1.12 Million - $1.26 Million
-28,144 Reduced 70.31%
11,882 $493,000
Q1 2024

May 02, 2024
BUY
$37.37 - $42.95 $145,070 - $166,731
3,882 Added 10.74%
40,026 $1.72 Million
Q4 2023

Feb 06, 2024
BUY
$38.15 - $42.12 $1.38 Million - $1.52 Million
36,144 New
36,144 $1.41 Million

Others Institutions Holding IXC

# of Institutions
401
Shares Held
30M
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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