A detailed history of Creative One Wealth, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Creative One Wealth, LLC holds 24,795 shares of IXC stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
24,795
Previous 22,091 12.24%
Holding current value
$1.08 Million
Previous $867,000 19.38%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$39.45 - $42.95 $106,672 - $116,136
2,704 Added 12.24%
24,795 $1.04 Million
Q2 2025

Aug 12, 2025

BUY
$34.69 - $42.32 $156,382 - $190,778
4,508 Added 25.64%
22,091 $867,000
Q1 2025

May 14, 2025

BUY
$38.48 - $42.16 $355,439 - $389,431
9,237 Added 110.68%
17,583 $739,000
Q4 2024

Feb 13, 2025

SELL
$36.95 - $43.06 $36,950 - $43,060
-1,000 Reduced 10.7%
8,346 $318,000
Q3 2024

Nov 13, 2024

SELL
$38.94 - $42.35 $82,085 - $89,273
-2,108 Reduced 18.4%
9,346 $378,000
Q2 2024

Aug 14, 2024

SELL
$39.86 - $44.76 $7.12 Million - $7.99 Million
-178,604 Reduced 93.97%
11,454 $475,000
Q1 2024

May 14, 2024

BUY
$37.37 - $42.95 $2.93 Million - $3.36 Million
78,306 Added 70.07%
190,058 $8.16 Million
Q4 2023

Feb 09, 2024

BUY
$38.15 - $42.12 $4.26 Million - $4.71 Million
111,752 New
111,752 $4.37 Million

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


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

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.