Icon Wealth Advisors, LLC Ishares Tr Transaction History

Icon Wealth Advisors, LLC

  • $1.17 Billion
  • Q2 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,203 shares of ITA stock, worth $334,327. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,203
Previous 1,276 72.65%
Holding current value
$334,327
Previous $168,000 72.62%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$127.05 - $137.39 $117,775 - $127,360
927 Added 72.65%
2,203 $290,000
Q1 2024

May 15, 2024
BUY
$119.3 - $131.93 $152,226 - $168,342
1,276 New
1,276 $168,000

Others Institutions Holding ITA

# of Institutions
658
Shares Held
24M
Call Options Held
169K
Put Options Held
180K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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