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

Shore Haven Wealth Partners, LLC

  • $178 Million
  • Q1 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 40,026 shares of IXC stock, worth $1.66 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
40,026
Previous 36,144 10.74%
Holding current value
$1.66 Million
Previous $1.41 Million 21.66%
% of portfolio
0.97%
Previous 0.86%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
491
Shares Held
56.1M
Call Options Held
35.6K
Put Options Held
17.5K
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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