Icon Wealth Advisors, LLC Ishares Tr Transaction History

Icon Wealth Advisors, LLC

$1.18 Billion
Q1 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 19,737 shares of IEFA stock, worth $1.67 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

19,737

Previous 20,158 2.09%

Holding current value

$1.67 Million

Previous $1.42 Million 5.44%

% of portfolio

0.13%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$69.57 - $78.65 $29,288 - $33,111	-421 Reduced 2.09%	19,737 $1.49 Million
Q4 2024 Feb 14, 2025	BUY	$70.06 - $77.43 $21,998 - $24,313	314 Added 1.58%	20,158 $1.42 Million
Q3 2024 Nov 14, 2024	BUY	$70.09 - $78.74 $1.1 Million - $1.23 Million	15,658 Added 374.06%	19,844 $1.55 Million
Q3 2024 Nov 12, 2024	SELL	$70.09 - $78.74 $1.09 Million - $1.23 Million	-15,591 Reduced 78.83%	4,186 $326,000
Q2 2024 Aug 14, 2024	BUY	$70.77 - $76.19 $32,837 - $35,352	464 Added 2.4%	19,777 $1.44 Million
Q1 2024 May 15, 2024	BUY	$68.14 - $74.43 $33,047 - $36,098	485 Added 2.58%	19,313 $1.43 Million
Q4 2023 Feb 14, 2024	SELL	$61.3 - $70.47 $1.88 Million - $2.16 Million	-30,674 Reduced 61.97%	18,828 $1.32 Million
Q4 2022 Feb 14, 2023	SELL	$52.35 - $63.65 $60,673 - $73,770	-1,159 Reduced 2.29%	49,502 $3.05 Million
Q3 2022 Jan 25, 2023	BUY	$52.32 - $63.1 $2.65 Million - $3.2 Million	50,661 New	50,661 $2.67 Million

Others Institutions Holding IEFA

# of Institutions

2,333

Shares Held

1.56B

Call Options Held

106K

Put Options Held

10.5K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Icon Wealth Advisors, LLC Ishares Tr Transaction History