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

Shore Haven Wealth Partners, LLC

  • $203 Million
  • Q4 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 9,283 shares of IXC stock, worth $367,235. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,283
Previous 11,529 19.48%
Holding current value
$367,235
Previous $466,000 24.03%
% of portfolio
0.17%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$36.95 - $43.06 $82,989 - $96,712
-2,246 Reduced 19.48%
9,283 $354,000
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
414
Shares Held
31.5M
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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