A detailed history of Icon Wealth Advisors, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 128,254 shares of SPG stock, worth $23.1 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
128,254
Previous 1,432 8856.28%
Holding current value
$23.1 Million
Previous $217,000 9889.4%
% of portfolio
0.64%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$146.09 - $170.11 $18.5 Million - $21.5 Million
-126,608 Reduced 98.72%
1,646 $278,000
Q3 2024

Nov 12, 2024

BUY
$146.09 - $170.11 $18.5 Million - $21.6 Million
126,822 Added 8856.28%
128,254 $21.7 Million
Q2 2024

Aug 14, 2024

SELL
$140.18 - $153.78 $23,830 - $26,142
-170 Reduced 10.61%
1,432 $217,000
Q1 2024

May 15, 2024

BUY
$136.79 - $156.49 $683 - $782
5 Added 0.31%
1,602 $250,000
Q4 2023

Feb 14, 2024

SELL
$103.37 - $146.58 $1.72 Million - $2.44 Million
-16,622 Reduced 91.23%
1,597 $227,000
Q4 2022

Feb 14, 2023

SELL
$90.98 - $120.7 $1.09 Million - $1.45 Million
-12,016 Reduced 39.74%
18,219 $2.14 Million
Q3 2022

Jan 25, 2023

BUY
$63.72 - $108.64 $1.93 Million - $3.28 Million
30,235 New
30,235 $2.71 Million

Others Institutions Holding SPG

About SIMON PROPERTY GROUP INC


  • Ticker SPG
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 327,352,000
  • Market Cap $58.9B
  • Description
  • Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...
More about SPG
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.