A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,517 shares of IJH stock, worth $261,534. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,517
Previous 668 576.2%
Holding current value
$261,534
Previous $185,000 48.11%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$56.98 - $284.98 $219,316 - $1.1 Million
3,849 Added 576.2%
4,517 $274,000
Q4 2023

Feb 14, 2024

BUY
$232.04 - $279.85 $155,002 - $186,939
668 New
668 $185,000
Q3 2022

Jan 25, 2023

BUY
$224.13 - $263.28 $138,736 - $162,970
619 New
619 $136,000

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.