Icon Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Icon Wealth Advisors, LLC

$1.33 Billion
Q2 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 13,880 shares of ITOT stock, worth $2.01 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

13,880

Previous 13,880 -0.0%

Holding current value

$2.01 Million

Previous $1.69 Million 10.69%

% of portfolio

0.14%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$113.41 - $125.62 $1.54 Million - $1.71 Million	13,607 Added 4984.25%	13,880 $1.74 Million
Q3 2024 Nov 12, 2024	SELL	$113.41 - $125.62 $1.54 Million - $1.71 Million	-13,589 Reduced 98.03%	273 $34,000
Q2 2024 Aug 14, 2024	BUY	$108.78 - $119.23 $8,049 - $8,823	74 Added 0.54%	13,862 $1.65 Million
Q4 2023 Feb 14, 2024	BUY	$90.04 - $105.69 $90 - $105	1 Added 0.01%	13,788 $1.45 Million
Q3 2022 Jan 25, 2023	BUY	$79.54 - $95.9 $1.1 Million - $1.32 Million	13,787 New	13,787 $1.1 Million

Others Institutions Holding ITOT

# of Institutions

1,644

Shares Held

325M

Call Options Held

69.1K

Put Options Held

33.4K

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About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Icon Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History