Fiduciary Planning LLC Ishares Tr Global Energy ETF Transaction History

Fiduciary Planning LLC

$232 Million
Q1 2025

A detailed history of Fiduciary Planning LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Fiduciary Planning LLC holds 22,560 shares of IXC stock, worth $843,067. This represents 0.41% of its overall portfolio holdings.

Number of Shares

22,560

Previous 52,932 57.38%

Holding current value

$843,067

Previous $2.02 Million 53.37%

% of portfolio

0.41%

Previous 0.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$38.48 - $42.16 $1.17 Million - $1.28 Million	-30,372 Reduced 57.38%	22,560 $942,000
Q4 2024 Jan 24, 2025	SELL	$36.95 - $43.06 $1.2 Million - $1.4 Million	-32,605 Reduced 38.12%	52,932 $2.02 Million
Q3 2024 Oct 22, 2024	BUY	$38.94 - $42.35 $164,794 - $179,225	4,232 Added 5.21%	85,537 $3.46 Million
Q2 2024 Aug 06, 2024	SELL	$39.86 - $44.76 $51,499 - $57,829	-1,292 Reduced 1.56%	81,305 $3.37 Million
Q1 2024 Apr 29, 2024	SELL	$37.37 - $42.95 $1.55 Million - $1.78 Million	-41,354 Reduced 33.36%	82,597 $3.55 Million
Q4 2023 Jan 25, 2024	BUY	$38.15 - $42.12 $3.62 Million - $3.99 Million	94,774 Added 324.82%	123,951 $4.85 Million
Q3 2023 Oct 26, 2023	BUY	$36.21 - $42.19 $1.06 Million - $1.23 Million	29,177 New	29,177 $1.2 Million

Others Institutions Holding IXC

# of Institutions

407

Shares Held

31M

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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Fiduciary Planning LLC Ishares Tr Global Energy ETF Transaction History