Icon Wealth Advisors, LLC Ishares Tr Transaction History

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 509 shares of ITA stock, worth $78,737. This represents 0.0% of its overall portfolio holdings.

Number of Shares
509
Previous 2,203 76.9%
Holding current value
$78,737
Previous $290,000 73.79%
% of portfolio
0.0%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$131.58 - $149.64 $108,421 - $123,303
824 Added 161.89%
1,333 $199,000
Q3 2024

Nov 12, 2024
SELL
$131.58 - $149.64 $222,896 - $253,490
-1,694 Reduced 76.9%
509 $76,000
Q2 2024

Aug 14, 2024
BUY
$127.05 - $137.39 $117,775 - $127,360
927 Added 72.65%
2,203 $290,000
Q1 2024

May 15, 2024
BUY
$119.3 - $131.93 $152,226 - $168,342
1,276 New
1,276 $168,000

Others Institutions Holding ITA

# of Institutions
701
Shares Held
18.7M
Call Options Held
309K
Put Options Held
178K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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