Icon Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 840 shares of IWM stock, worth $163,682. This represents 0.02% of its overall portfolio holdings.

Number of Shares
840
Holding current value
$163,682
% of portfolio
0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $181,549 - $203,616
840 New
840 $185,000
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

Others Institutions Holding IWM

# of Institutions
2,865
Shares Held
332M
Call Options Held
225M
Put Options Held
487M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email