Icon Wealth Advisors, LLC Heico Corp Transaction History

Icon Wealth Advisors, LLC

  • $1.17 Billion
  • Q2 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,285 shares of HEI stock, worth $854,757. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,285
Previous 4,703 30.15%
Holding current value
$854,757
Previous $898,000 18.26%
% of portfolio
0.06%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$187.69 - $228.95 $266,144 - $324,651
-1,418 Reduced 30.15%
3,285 $734,000
Q1 2024

May 15, 2024
SELL
$170.61 - $199.38 $97,418 - $113,845
-571 Reduced 10.83%
4,703 $898,000
Q4 2023

Feb 14, 2024
SELL
$156.87 - $186.0 $376,331 - $446,214
-2,399 Reduced 31.27%
5,274 $943,000
Q4 2022

Feb 14, 2023
SELL
$139.73 - $164.7 $63,297 - $74,609
-453 Reduced 5.57%
7,673 $1.18 Million
Q3 2022

Jan 25, 2023
BUY
$130.94 - $165.56 $1.06 Million - $1.35 Million
8,126 New
8,126 $1.17 Million

Others Institutions Holding HEI

# of Institutions
579
Shares Held
39.1M
Call Options Held
106K
Put Options Held
93.1K
View Full List

About HEICO CORP

HEI Quotes by TradingView
  • Ticker HEI
  • Exchange NYSE
  • Sector Industrials
  • Industry Aerospace & Defense
  • Shares Outstandng 54,511,100
  • Market Cap $14.2B
More about HEI
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