Wealth Management Associates, Inc. Ishares Tr Global Energy ETF Transaction History

Wealth Management Associates, Inc.

$257 Billion
Q2 2025

A detailed history of Wealth Management Associates, Inc. transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 14,560 shares of IXC stock, worth $586,040. This represents 0.22% of its overall portfolio holdings.

Number of Shares

14,560

Previous 14,460 0.69%

Holding current value

$586,040

Previous $608 Million 5.96%

% of portfolio

0.22%

Previous 0.26%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$34.69 - $42.32 $3,469 - $4,232	100 Added 0.69%	14,560 $572 Million
Q1 2025 May 28, 2025	BUY	$38.48 - $42.16 $20,586 - $22,555	535 Added 3.84%	14,460 $608 Million
Q3 2024 May 28, 2025	SELL	$38.94 - $42.35 $3,504 - $3,811	-90 Reduced 0.64%	13,925 $564 Million
Q1 2024 May 28, 2025	BUY	$37.37 - $42.95 $14,574 - $16,750	390 Added 2.86%	14,015 $582 Million
Q4 2023 May 28, 2025	BUY	$38.15 - $42.12 $15,260 - $16,848	400 Added 3.02%	13,625 $533 Million
Q3 2023 May 28, 2025	SELL	$36.21 - $42.19 $905 - $1,054	-25 Reduced 0.19%	13,225 $546 Million
Q2 2023 May 28, 2025	BUY	$35.5 - $40.09 $12,070 - $13,630	340 Added 2.63%	13,250 $493 Million
Q4 2022 May 28, 2025	BUY	$35.16 - $41.98 $5,273 - $6,296	150 Added 1.18%	12,910 $503 Million
Q3 2022 May 28, 2025	BUY	$31.41 - $38.76 $11,778 - $14,535	375 Added 3.03%	12,760 $425 Million
Q2 2022 May 28, 2025	BUY	$32.89 - $42.6 $4,933 - $6,390	150 Added 1.23%	12,385 $420 Million
Q4 2021 May 28, 2025	BUY	$26.37 - $29.86 $5,405 - $6,121	205 Added 1.7%	12,235 $337 Million
Q1 2021 May 28, 2025	BUY	$20.39 - $26.47 $5,709 - $7,411	280 Added 2.38%	12,030 $297 Million
Q4 2020 May 28, 2025	BUY	$15.08 - $22.37 $13,195 - $19,573	875 Added 8.05%	11,750 $239 Million
Q3 2020 May 28, 2025	BUY	$16.4 - $20.37 $178,349 - $221,523	10,875 New	10,875 $178 Million

Others Institutions Holding IXC

# of Institutions

348

Shares Held

27.1M

Call Options Held

6.9K

Put Options Held

75.2K

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

More about IXC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Associates, Inc. with notifications on news.

Account

Wealth Management Associates, Inc. Ishares Tr Global Energy ETF Transaction History