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 140,282 shares of MBB stock, worth $12.8 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
140,282
Previous 137,050 2.36%
Holding current value
$12.8 Million
Previous $12.9 Million 0.55%
% of portfolio
1.22%
Previous 1.35%

Shares

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

May 15, 2024
BUY
$91.2 - $93.98 $294,758 - $303,743
3,232 Added 2.36%
140,282 $13 Million
Q4 2023

Feb 14, 2024
BUY
$85.82 - $94.55 $3.25 Million - $3.58 Million
37,812 Added 38.1%
137,050 $12.9 Million
Q4 2022

Feb 14, 2023
BUY
$89.89 - $95.44 $7.62 Million - $8.09 Million
84,789 Added 586.82%
99,238 $9.2 Million
Q3 2022

Jan 25, 2023
BUY
$92.36 - $100.53 $1.33 Million - $1.45 Million
14,449 New
14,449 $1.32 Million

Others Institutions Holding MBB

# of Institutions
898
Shares Held
292M
Call Options Held
869K
Put Options Held
209K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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