Jfs Wealth Advisors, LLC Ishares Tr Global Energy ETF Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 12,764 shares of IXC stock, worth $533,024. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,764
Previous 11,585 10.18%
Holding current value
$533,024
Previous $468,000 4.06%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$36.95 - $43.06 $43,564 - $50,767
1,179 Added 10.18%
12,764 $487,000
Q3 2024

Oct 25, 2024
BUY
$38.94 - $42.35 $1,440 - $1,566
37 Added 0.32%
11,585 $468,000
Q2 2024

Jul 15, 2024
BUY
$39.86 - $44.76 $191,328 - $214,848
4,800 Added 71.13%
11,548 $479,000
Q1 2024

Apr 30, 2024
BUY
$37.37 - $42.95 $105,757 - $121,548
2,830 Added 72.23%
6,748 $289,000
Q4 2023

Feb 07, 2024
BUY
$38.15 - $42.12 $149,471 - $165,026
3,918 New
3,918 $153,000

Others Institutions Holding IXC

# of Institutions
408
Shares Held
31.9M
Call Options Held
46.7K
Put Options Held
3.8K
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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