Icon Wealth Advisors, LLC Ishares U S ETF Tr Transaction History

Icon Wealth Advisors, LLC

$1.19 Billion
Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares U S ETF Tr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,706 shares of IETC stock, worth $365,609. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,706

Holding current value

$365,609

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$77.24 - $89.31 $363,491 - $420,292	4,706 New	4,706 $401,000

Others Institutions Holding IETC

# of Institutions

Shares Held

1.91M

Call Options Held

2.5K

Put Options Held

Kozak & Associates, Inc. Highlands Ranch, CO

679K
Shares

$52.8 Million
12.46% of portfolio
Mirae Asset Global Investments Co., Ltd.

203K
Shares

$15.8 Million
0.04% of portfolio
Gradient Investments LLC

107K
Shares

$8.28 Million
0.2% of portfolio
Mml Investors Services, LLC Springfield, MA

102K
Shares

$7.9 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

81.9K
Shares

$6.36 Million
0.0% of portfolio

View Full List

About ISHARES U S ETF TR

Ticker IETC
Sector ETFs
Industry ETFs

More about IETC

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Icon Wealth Advisors, LLC Ishares U S ETF Tr Transaction History