Concorde Asset Management »

iShares S&P Global Energy Sector shares owned by Concorde Asset Management

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Concorde Asset Management from 13F filings

Historical chart of Concorde Asset Management investment in iShares S&P Global Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Energy Sector held by Concorde Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Energy Sector by Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $228k 5.6k 40.64
2022-03-31 $204k 5.6k 36.17
2019-06-30 $278k 8.5k 32.56

More positions owned by Concorde Asset Management

First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Nasd Tech Div (TDIV)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Concorde Asset Management

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Hsbc Holdings
BlackRock
CWM
Envestnet Portfolio Solutions
UBS Group
Park Avenue Securities
GW & Wade
Wells Fargo & Company
Goldman Sachs Group
Verger Capital Management
Janney Montgomery Scott

View all funds holding iShares S&P Global Energy Sector