Strategic Wealth Investment Group, LLC Ishares Tr Global Energy ETF Transaction History

Strategic Wealth Investment Group, LLC

  • $876 Million
  • Q3 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 218,182 shares of IXC stock, worth $9.38 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
218,182
Previous 142,940 52.64%
Holding current value
$9.38 Million
Previous $5.93 Million 48.86%
% of portfolio
1.01%
Previous 0.78%

Shares

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

Oct 24, 2024
BUY
$38.94 - $42.35 $2.93 Million - $3.19 Million
75,242 Added 52.64%
218,182 $8.83 Million
Q2 2024

Aug 13, 2024
BUY
$39.86 - $44.76 $5.43 Million - $6.1 Million
136,342 Added 2066.41%
142,940 $5.93 Million
Q4 2023

Jan 16, 2024
BUY
$38.15 - $42.12 $251,713 - $277,907
6,598 New
6,598 $258,000

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 Strategic Wealth Investment Group, LLC Portfolio

Follow Strategic Wealth Investment Group, 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 Strategic Wealth Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email