Icon Wealth Advisors, LLC ISHARES AAA CLO ACTIVE ETF Transaction History

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025
Number of Shares
5,221
Previous 12,085 56.8%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-6,864 Reduced 56.8%
5,221 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-392 Reduced 3.14%
12,085 $0
Q3 2024

Nov 14, 2024
BUY
N/A
2,190 Added 21.29%
12,477 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-2,363 Reduced 18.68%
10,287 $0
Q2 2024

Aug 14, 2024
BUY
N/A
12,650 New
12,650 $0
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