5 T Wealth, LLC Ishares Tr Global Energy ETF Transaction History

5 T Wealth, LLC

$229 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	SELL	$38.48 - $42.16 $186,858 - $204,728	-4,856 Reduced 34.03%	9,412 $396 Million
Q4 2024 Jan 31, 2025	BUY	$36.95 - $43.06 $527,202 - $614,380	14,268 New	14,268 $545 Million

Others Institutions Holding IXC

# of Institutions

346

Shares Held

28.3M

Call Options Held

18.4K

Put Options Held

100

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

13.6M
Shares

$593 Million
0.21% of portfolio
Bank Of America Corp Charlotte, NC

1.23M
Shares

$53.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

832K
Shares

$36.2 Million
0.0% of portfolio
Wade G W & Inc Wellesley, MA

655K
Shares

$28.5 Million
0.83% of portfolio
Evergreen Capital Management LLC Bellevue, WA

617K
Shares

$26.9 Million
0.66% of portfolio

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

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