Icon Wealth Advisors, LLC Ishares Barclays Transaction History

Icon Wealth Advisors, LLC

  • $1.17 Billion
  • Q2 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 7,211 shares of IEF stock, worth $705,884. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,211
Previous 5,483 31.52%
Holding current value
$705,884
Previous $519,000 30.06%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Aug 14, 2024
BUY
$91.24 - $94.6 $157,662 - $163,468
1,728 Added 31.52%
7,211 $675,000
Q1 2024

May 15, 2024
BUY
$93.54 - $96.82 $13,469 - $13,942
144 Added 2.7%
5,483 $519,000
Q4 2023

Feb 14, 2024
SELL
$88.95 - $97.0 $92,330 - $100,686
-1,038 Reduced 16.28%
5,339 $514,000
Q4 2022

Feb 14, 2023
BUY
$92.93 - $99.14 $393,930 - $420,254
4,239 Added 198.27%
6,377 $610,000
Q3 2022

Jan 25, 2023
BUY
$94.56 - $105.6 $202,169 - $225,772
2,138 New
2,138 $205,000

Others Institutions Holding IEF

# of Institutions
1,003
Shares Held
238M
Call Options Held
17.4M
Put Options Held
14.1M
View Full List

About ISHARES BARCLAYS

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