A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Global Information Tec stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,194 shares of IXN stock, worth $99,376. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,194
Previous 21,132 94.35%
Holding current value
$99,376
Previous $1.75 Million 94.4%
% of portfolio
0.0%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$73.0 - $87.81 $1.74 Million - $2.09 Million
23,852 Added 1997.65%
25,046 $2.07 Million
Q3 2024

Nov 12, 2024

SELL
$73.0 - $87.81 $1.46 Million - $1.75 Million
-19,938 Reduced 94.35%
1,194 $98,000
Q2 2024

Aug 14, 2024

BUY
$68.72 - $84.8 $177,435 - $218,953
2,582 Added 13.92%
21,132 $1.75 Million
Q1 2024

May 15, 2024

BUY
$65.15 - $75.6 $246,788 - $286,372
3,788 Added 25.66%
18,550 $1.39 Million
Q4 2023

Feb 14, 2024

BUY
$56.54 - $68.43 $29,740 - $35,994
526 Added 3.69%
14,762 $1.01 Million
Q4 2022

Feb 14, 2023

SELL
$41.56 - $49.22 $486,792 - $576,513
-11,713 Reduced 45.14%
14,236 $638,000
Q3 2022

Jan 25, 2023

BUY
$42.18 - $53.88 $1.09 Million - $1.4 Million
25,949 New
25,949 $1.1 Million

Others Institutions Holding IXN

About ISHARES GLOBAL INFORMATION TEC


  • Ticker IXN
  • Sector ETFs
  • Industry ETFs
More about IXN
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.