Certus Wealth Management, LLC Ishares Tr Global Energy ETF Transaction History

Certus Wealth Management, LLC

  • $130 Million
  • Q2 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 7,777 shares of IXC stock, worth $312,790. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,777
Previous 18,422 57.78%
Holding current value
$312,790
Previous $791,000 59.29%
% of portfolio
0.25%
Previous 0.62%

Shares

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

Aug 02, 2024
SELL
$39.86 - $44.76 $424,309 - $476,470
-10,645 Reduced 57.78%
7,777 $322,000
Q1 2024

May 06, 2024
BUY
$37.37 - $42.95 $161,513 - $185,629
4,322 Added 30.65%
18,422 $791,000
Q4 2023

Feb 09, 2024
BUY
$38.15 - $42.12 $537,915 - $593,892
14,100 New
14,100 $551,000

Others Institutions Holding IXC

# of Institutions
422
Shares Held
33.7M
Call Options Held
31.1K
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
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