Icon Wealth Advisors, LLC Ishares Trust Aaa A Rated Corp Transaction History

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 30,330 shares of QLTA stock, worth $1.45 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
30,330
Previous 20,606 47.19%
Holding current value
$1.45 Million
Previous $964,000 49.48%
% of portfolio
0.12%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$46.18 - $47.84 $449,054 - $465,196
9,724 Added 47.19%
30,330 $1.44 Million
Q4 2024

Feb 14, 2025
BUY
$46.69 - $49.2 $154,077 - $162,360
3,300 Added 19.07%
20,606 $964,000
Q3 2024

Nov 14, 2024
BUY
$46.5 - $49.42 $754,555 - $801,938
16,227 Added 1503.89%
17,306 $850,000
Q3 2024

Nov 12, 2024
SELL
$46.5 - $49.42 $918,886 - $976,588
-19,761 Reduced 94.82%
1,079 $53,000
Q2 2024

Aug 14, 2024
BUY
$45.93 - $47.36 $957,181 - $986,982
20,840 New
20,840 $976,000

Others Institutions Holding QLTA

# of Institutions
190
Shares Held
22.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST AAA-A RATED CORP

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