Icon Wealth Advisors, LLC J P Morgan ETF Tr Betabuilders Transaction History

Icon Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025

A detailed history of Icon Wealth Advisors, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 5,872 shares of BBCA stock, worth $484,146. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,872
Previous 5,709 2.86%
Holding current value
$484,146
Previous $408,000 15.93%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$65.42 - $80.7 $10,663 - $13,154
163 Added 2.86%
5,872 $473,000
Q3 2024

Nov 14, 2024
SELL
$64.0 - $72.54 $711,424 - $806,354
-11,116 Reduced 66.07%
5,709 $412,000
Q3 2024

Nov 12, 2024
BUY
$64.0 - $72.54 $1.08 Million - $1.22 Million
16,825 New
16,825 $1.22 Million
Q4 2023

Feb 14, 2024
SELL
$54.74 - $64.43 $47,404 - $55,796
-866 Reduced 12.08%
6,302 $404,000
Q3 2022

Jan 25, 2023
BUY
$53.44 - $63.27 $383,057 - $453,519
7,168 New
7,168 $383,000

Others Institutions Holding BBCA

# of Institutions
228
Shares Held
84.6M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR BETABUILDERS

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