Icon Wealth Advisors, LLC Ishares Barclays Transaction History

Icon Wealth Advisors, LLC

$1.18 Billion
Q1 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 7,628 shares of IEF stock, worth $724,660. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,628

Previous 7,579 0.65%

Holding current value

$724,660

Previous $700,000 3.86%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$91.17 - $95.39 $4,467 - $4,674	49 Added 0.65%	7,628 $727,000
Q4 2024 Feb 14, 2025	BUY	$92.08 - $98.18 $185,817 - $198,127	2,018 Added 36.29%	7,579 $700,000
Q3 2024 Nov 14, 2024	BUY	$92.67 - $99.14 $235,289 - $251,716	2,539 Added 84.02%	5,561 $545,000
Q3 2024 Nov 12, 2024	SELL	$92.67 - $99.14 $388,194 - $415,297	-4,189 Reduced 58.09%	3,022 $296,000
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

1,142

Shares Held

305M

Call Options Held

13M

Put Options Held

7.14M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Icon Wealth Advisors, LLC Ishares Barclays Transaction History