Icon Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Icon Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$192.84 - $209.44 $92,370 - $100,321	-479 Reduced 38.2%	775 $157,000
Q1 2024 May 15, 2024	BUY	$189.48 - $210.3 $104,971 - $116,506	554 Added 79.14%	1,254 $263,000
Q4 2023 Feb 14, 2024	SELL	$162.21 - $204.82 $640,567 - $808,834	-3,949 Reduced 84.94%	700 $140,000
Q4 2022 Feb 14, 2023	SELL	$166.81 - $188.05 $5,004 - $5,641	-30 Reduced 0.64%	4,649 $810,000
Q3 2022 Jan 25, 2023	BUY	$164.17 - $201.07 $768,151 - $940,806	4,679 New	4,679 $772,000

2,662

308M

232M

524M

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