A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 12,454 shares of IXC stock, worth $500,899. This represents 0.33% of its overall portfolio holdings.

Number of Shares
12,454
Previous 12,262 1.57%
Holding current value
$500,899
Previous $527 Million 1.84%
% of portfolio
0.33%
Previous 0.35%

Shares

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

Aug 12, 2024

BUY
$39.86 - $44.76 $7,653 - $8,593
192 Added 1.57%
12,454 $517 Million
Q1 2024

Apr 29, 2024

BUY
$37.37 - $42.95 $190,026 - $218,400
5,085 Added 70.85%
12,262 $527 Million
Q4 2023

Feb 28, 2024

BUY
$38.15 - $42.12 $273,802 - $302,295
7,177 New
7,177 $281 Million

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


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

Track Forthright Family Wealth Advisory LLC Portfolio

Follow Forthright Family Wealth Advisory 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 Forthright Family Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forthright Family Wealth Advisory LLC with notifications on news.