Icon Wealth Advisors, LLC Ishares Barclays 1 3 Year Trea Transaction History

Icon Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$81.49 - $82.34 $621,442 - $627,924	-7,626 Reduced 76.31%	2,368 $193,000
Q4 2023 Feb 14, 2024	BUY	$80.62 - $82.04 $548,377 - $558,036	6,802 Added 213.1%	9,994 $819,000
Q4 2022 Feb 14, 2023	SELL	$80.6 - $81.52 $313,050 - $316,623	-3,884 Reduced 54.89%	3,192 $259,000
Q3 2022 Jan 25, 2023	BUY	$81.04 - $83.06 $573,439 - $587,732	7,076 New	7,076 $575,000

1,186

224M

311K

40.1K

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