West Wealth Group, LLC Ishares Tr Global Energy ETF Transaction History

West Wealth Group, LLC

$332 Million
Q4 2024

A detailed history of West Wealth Group, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, West Wealth Group, LLC holds 33,134 shares of IXC stock, worth $1.34 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

33,134

Previous 27,736 19.46%

Holding current value

$1.34 Million

Previous $1.12 Million 12.75%

% of portfolio

0.38%

Previous 0.37%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$36.95 - $43.06 $199,456 - $232,437	5,398 Added 19.46%	33,134 $1.27 Million
Q3 2024 Oct 23, 2024	BUY	$38.94 - $42.35 $54,788 - $59,586	1,407 Added 5.34%	27,736 $1.12 Million
Q2 2024 Aug 01, 2024	SELL	$39.86 - $44.76 $2.45 Million - $2.75 Million	-61,480 Reduced 70.02%	26,329 $1.09 Million
Q1 2024 May 08, 2024	BUY	$37.37 - $42.95 $1.62 Million - $1.86 Million	43,257 Added 97.09%	87,809 $3.77 Million
Q4 2023 Jan 18, 2024	BUY	$38.15 - $42.12 $1.7 Million - $1.88 Million	44,552 New	44,552 $1.74 Million

Others Institutions Holding IXC

# of Institutions

412

Shares Held

32.1M

Call Options Held

46.7K

Put Options Held

3.8K

View Full List

About ISHARES TR GLOBAL ENERGY ETF

Ticker IXC
Sector ETFs
Industry ETFs

More about IXC

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West Wealth Group, LLC Ishares Tr Global Energy ETF Transaction History