Icon Wealth Advisors, LLC Ishares Tr Transaction History

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 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 2,351 shares of IYR stock, worth $205,054. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,351
Previous 1,543 52.37%
Holding current value
$205,054
Previous $141,000 49.65%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$85.32 - $92.22 $68,938 - $74,513
808 Added 52.37%
2,351 $211,000
Q4 2023

Feb 14, 2024
BUY
$73.28 - $92.46 $113,071 - $142,665
1,543 New
1,543 $141,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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