Icon Wealth Advisors, LLC Ishares S&P 100 ETF Transaction History

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 13,277 shares of OEF stock, worth $3.51 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,277
Previous 46,232 71.28%
Holding current value
$3.51 Million
Previous $10.3 Million 68.2%
% of portfolio
0.31%
Previous 1.08%

Shares

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

May 15, 2024
SELL
$219.81 - $247.98 $7.24 Million - $8.17 Million
-32,955 Reduced 71.28%
13,277 $3.28 Million
Q4 2023

Feb 14, 2024
BUY
$193.71 - $224.12 $8.96 Million - $10.4 Million
46,232 New
46,232 $10.3 Million

Others Institutions Holding OEF

# of Institutions
771
Shares Held
34.4M
Call Options Held
12.6K
Put Options Held
12.7K
View Full List

About ISHARES S&P 100 ETF

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