Icon Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History

Icon Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$102.35 - $110.52 $107,569 - $116,156	1,051 Added 70.02%	2,552 $282,000
Q4 2023 Feb 14, 2024	SELL	$87.61 - $110.11 $4.74 Million - $5.95 Million	-54,064 Reduced 97.3%	1,501 $162,000
Q4 2022 Feb 14, 2023	SELL	$89.09 - $102.13 $1.35 Million - $1.55 Million	-15,143 Reduced 21.42%	55,565 $5.26 Million
Q3 2022 Jan 25, 2023	BUY	$87.04 - $106.5 $6.15 Million - $7.53 Million	70,708 New	70,708 $6.17 Million

2,567

500M

1.04M

671K

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