Icon Wealth Advisors, LLC Ishares Tr Edge Invt Grade Enh Transaction History

Icon Wealth Advisors, LLC

$1.18 Billion
Q1 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,785 shares of IGEB stock, worth $169,189. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,785

Previous 3,435 10.19%

Holding current value

$169,189

Previous $152,000 11.84%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$43.76 - $45.31 $15,316 - $15,858	350 Added 10.19%	3,785 $170,000
Q4 2024 Feb 14, 2025	SELL	$44.21 - $46.46 $1.32 Million - $1.38 Million	-29,751 Reduced 89.65%	3,435 $152,000
Q3 2024 Nov 14, 2024	BUY	$43.99 - $46.63 $1.41 Million - $1.5 Million	32,166 Added 3153.53%	33,186 $1.54 Million
Q3 2024 Nov 12, 2024	SELL	$43.99 - $46.63 $1.43 Million - $1.51 Million	-32,409 Reduced 96.95%	1,020 $47,000
Q2 2024 Aug 14, 2024	BUY	$43.4 - $44.71 $1.3 Million - $1.34 Million	30,052 Added 889.9%	33,429 $1.48 Million
Q1 2024 May 15, 2024	BUY	$44.2 - $45.3 $149,263 - $152,978	3,377 New	3,377 $151,000

Others Institutions Holding IGEB

# of Institutions

165

Shares Held

22.5M

Call Options Held

Put Options Held

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About ISHARES TR EDGE INVT GRADE ENH

Ticker IGEB
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Icon Wealth Advisors, LLC Ishares Tr Edge Invt Grade Enh Transaction History