A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 4,062 shares of IXC stock, worth $168,288. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,062
Previous 23,331 82.59%
Holding current value
$168,288
Previous $1 Million 83.23%
% of portfolio
0.03%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

SELL
$39.86 - $44.76 $768,062 - $862,480
-19,269 Reduced 82.59%
4,062 $168,000
Q1 2024

Apr 29, 2024

BUY
$37.37 - $42.95 $73,133 - $84,053
1,957 Added 9.16%
23,331 $1 Million
Q4 2023

Jan 23, 2024

BUY
$38.15 - $42.12 $815,418 - $900,272
21,374 New
21,374 $835,000
Q3 2021

Nov 12, 2021

SELL
$23.34 - $27.04 $23,340 - $27,040
-1,000 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$20.39 - $26.47 $20,390 - $26,470
1,000 New
1,000 $25,000

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
Track This Portfolio

Track Wealth Shield Partners, LLC Portfolio

Follow Wealth Shield Partners, 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 Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.