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

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in J P Morgan ETF Tr Betabuilders stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 6,302 shares of BBCA stock, worth $449,080. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,302
Previous 6,820 7.6%
Holding current value
$449,080
Previous $417,000 12.23%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$58.09 - $63.16 $30,090 - $32,716
-518 Reduced 7.6%
6,302 $366,000
Q2 2023

Aug 03, 2023
SELL
$58.03 - $62.03 $20,194 - $21,586
-348 Reduced 4.85%
6,820 $417,000
Q1 2023

May 11, 2023
BUY
$56.59 - $62.61 $405,637 - $448,788
7,168 New
7,168 $426,000
Q2 2022

Jul 19, 2022
SELL
$57.62 - $70.69 $413,020 - $506,705
-7,168 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
$61.83 - $66.16 $58,676 - $62,785
-949 Reduced 11.69%
7,168 $451,000
Q2 2021

Jul 30, 2021
BUY
$59.78 - $66.38 $485,234 - $538,806
8,117 New
8,117 $525,000

Others Institutions Holding BBCA

# of Institutions
217
Shares Held
84.6M
Call Options Held
10.4K
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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