Icon Wealth Advisors, LLC Ishares Tr Transaction History

Icon Wealth Advisors, LLC

$1.33 Billion
Q2 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 8,070 shares of IFRA stock, worth $427,790. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,070

Previous 8,921 9.54%

Holding current value

$427,790

Previous $402,000 1.49%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$40.97 - $49.19 $34,865 - $41,860	-851 Reduced 9.54%	8,070 $396,000
Q1 2025 May 15, 2025	SELL	$44.8 - $49.25 $2.86 Million - $3.15 Million	-63,931 Reduced 87.75%	8,921 $402,000
Q4 2024 Feb 14, 2025	SELL	$45.94 - $51.71 $143,746 - $161,800	-3,129 Reduced 4.12%	72,852 $3.37 Million
Q3 2024 Nov 14, 2024	BUY	$41.55 - $46.97 $2.5 Million - $2.82 Million	60,129 Added 379.31%	75,981 $3.57 Million
Q3 2024 Nov 12, 2024	SELL	$41.55 - $46.97 $2.43 Million - $2.74 Million	-58,395 Reduced 78.65%	15,852 $744,000
Q2 2024 Aug 14, 2024	BUY	$41.22 - $44.87 $194,764 - $212,010	4,725 Added 6.8%	74,247 $3.13 Million
Q1 2024 May 15, 2024	BUY	$38.14 - $43.36 $88,141 - $100,204	2,311 Added 3.44%	69,522 $3.01 Million
Q4 2023 Feb 14, 2024	BUY	$34.58 - $40.63 $447,050 - $525,264	12,928 Added 23.82%	67,211 $2.71 Million
Q4 2022 Feb 14, 2023	SELL	$32.43 - $38.16 $68,297 - $80,364	-2,106 Reduced 3.73%	54,283 $1.97 Million
Q3 2022 Jan 25, 2023	BUY	$32.24 - $39.24 $1.82 Million - $2.21 Million	56,389 New	56,389 $1.82 Million

Others Institutions Holding IFRA

# of Institutions

401

Shares Held

30.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

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Icon Wealth Advisors, LLC Ishares Tr Transaction History