Outlook Wealth Advisors, LLC Ishares Tr North Amern Nat Res Transaction History

Outlook Wealth Advisors, LLC

$289 Million
Q4 2024

A detailed history of Outlook Wealth Advisors, LLC transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 11,229 shares of IGE stock, worth $495,535. This represents 0.17% of its overall portfolio holdings.

Number of Shares

11,229

Previous 12,051 6.82%

Holding current value

$495,535

Previous $531,000 9.79%

% of portfolio

0.17%

Previous 0.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$41.52 - $48.01 $34,129 - $39,464	-822 Reduced 6.82%	11,229 $479,000
Q3 2024 Oct 23, 2024	BUY	$42.07 - $45.59 $6,731 - $7,294	160 Added 1.35%	12,051 $531,000
Q2 2024 Jul 18, 2024	BUY	$42.73 - $46.5 $66,316 - $72,168	1,552 Added 15.01%	11,891 $523,000
Q1 2024 Apr 22, 2024	BUY	$38.73 - $44.99 $10,728 - $12,462	277 Added 2.75%	10,339 $465,000
Q4 2023 Jan 29, 2024	SELL	$39.02 - $42.38 $21,539 - $23,393	-552 Reduced 5.2%	10,062 $409,000
Q2 2023 Jul 10, 2023	SELL	$36.42 - $41.09 $28,334 - $31,968	-778 Reduced 6.83%	10,614 $412,000
Q1 2023 Apr 18, 2023	BUY	$36.54 - $43.51 $416,263 - $495,665	11,392 New	11,392 $446,000
Q2 2022 Jul 28, 2022	SELL	$35.4 - $45.43 $85,703 - $109,986	-2,421 Reduced 8.53%	25,945 $933,000
Q1 2022 Jul 28, 2022	BUY	$31.99 - $41.5 $125,560 - $162,887	3,925 Added 16.06%	28,366 $1.15 Million
Q1 2022 May 13, 2022	SELL	$31.99 - $41.5 $172,202 - $223,394	-5,383 Reduced 18.05%	24,441 $989,000
Q4 2021 Jan 21, 2022	BUY	$29.85 - $32.91 $496,942 - $547,885	16,648 Added 126.35%	29,824 $939,000
Q3 2021 Oct 22, 2021	SELL	$26.9 - $30.8 $5,649 - $6,468	-210 Reduced 1.57%	13,176 $387,000
Q2 2021 Jul 21, 2021	BUY	$27.57 - $31.86 $369,052 - $426,477	13,386 New	13,386 $407,000

Others Institutions Holding IGE

# of Institutions

157

Shares Held

8.1M

Call Options Held

1.1K

Put Options Held

View Full List

About ISHARES TR NORTH AMERN NAT RES

Ticker IGE
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Outlook Wealth Advisors, LLC Ishares Tr North Amern Nat Res Transaction History