Icon Wealth Advisors, LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025
Number of Shares
194,695
Previous 182,817 6.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2025
BUY
N/A
11,878 Added 6.5%
194,695 $0
Q4 2024

Feb 14, 2025
BUY
N/A
8,777 Added 5.04%
182,817 $0
Q3 2024

Nov 14, 2024
BUY
N/A
173,250 Added 21930.38%
174,040 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-125,405 Reduced 99.37%
790 $0
Q2 2024

Aug 14, 2024
BUY
N/A
31,623 Added 33.44%
126,195 $0
Q1 2024

May 15, 2024
BUY
N/A
94,572 New
94,572 $0
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