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

Strategic Wealth Investment Group, LLC

$54.4 Million
Q1 2025

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 10,619 shares of IXC stock, worth $394,071. This represents 0.81% of its overall portfolio holdings.

Number of Shares

10,619

Previous 190,601 94.43%

Holding current value

$394,071

Previous $7.28 Million 93.91%

% of portfolio

0.81%

Previous 0.86%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$38.48 - $42.16 $6.93 Million - $7.59 Million	-179,982 Reduced 94.43%	10,619 $443,000
Q4 2024 Jan 23, 2025	BUY	$36.95 - $43.06 $6.69 Million - $7.8 Million	181,173 Added 1921.65%	190,601 $7.28 Million
Q4 2024 Jan 22, 2025	SELL	$36.95 - $43.06 $7.71 Million - $8.99 Million	-208,754 Reduced 95.68%	9,428 $359,000
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

393

Shares Held

28.7M

Call Options Held

46.7K

Put Options Held

3.8K

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

More about IXC

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