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

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 13,001 shares of IXC stock, worth $523,290. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,001

Previous 7,140 82.09%

Holding current value

$523,290

Previous $289,000 71.63%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$36.95 - $43.06 $216,563 - $252,374	5,861 Added 82.09%	13,001 $496,000
Q2 2024 Aug 09, 2024	BUY	$39.86 - $44.76 $5,381 - $6,042	135 Added 1.93%	7,140 $296,000
Q4 2023 Feb 06, 2024	BUY	$38.15 - $42.12 $3,624 - $4,001	95 Added 1.37%	7,005 $273,000
Q2 2023 Aug 08, 2023	SELL	$35.5 - $40.09 $794,277 - $896,973	-22,374 Reduced 76.4%	6,910 $257,000
Q4 2022 Feb 14, 2023	BUY	$35.16 - $41.98 $74,152 - $88,535	2,109 Added 7.76%	29,284 $1.14 Million
Q2 2022 Aug 11, 2022	BUY	$32.89 - $42.6 $139,453 - $180,624	4,240 Added 18.49%	27,175 $921,000
Q1 2022 Aug 11, 2022	BUY	$28.25 - $37.1 $115,118 - $151,182	4,075 Added 21.61%	22,935 $829,000
Q4 2021 Aug 11, 2022	BUY	$26.37 - $29.86 $497,338 - $563,159	18,860 New	18,860 $519,000

Others Institutions Holding IXC

# of Institutions

414

Shares Held

32.5M

Call Options Held

62.4K

Put Options Held

300

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

More about IXC

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