Icon Wealth Partners, LLC Ishares Tr Dow Jones Us Medica Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$47.65 - $62.2 $28,161 - $36,760	-591 Reduced 1.7%	34,186 $1.72 Million
Q1 2022 Apr 19, 2022	BUY	$55.84 - $65.41 $354,193 - $414,895	6,343 Added 22.31%	34,777 $2.12 Million
Q4 2021 Jan 19, 2022	BUY	$61.58 - $66.32 $61,395 - $66,121	997 Added 3.63%	28,434 $1.87 Million
Q3 2021 Nov 15, 2021	BUY	$60.41 - $67.15 $1.45 Million - $1.61 Million	23,951 Added 687.06%	27,437 $1.72 Million
Q2 2021 Jul 30, 2021	SELL	$55.06 - $60.62 $468,230 - $515,512	-8,504 Reduced 70.93%	3,486 $1.26 Million
Q1 2021 Apr 26, 2021	SELL	$52.97 - $58.45 $325,553 - $359,233	-6,146 Reduced 33.89%	11,990 $3.96 Million
Q4 2020 Feb 08, 2021	BUY	$49.24 - $54.55 $12,359 - $13,692	251 Added 1.4%	18,136 $5.94 Million
Q3 2020 Oct 22, 2020	BUY	$44.27 - $51.59 $33,999 - $39,621	768 Added 4.49%	17,885 $893,000
Q2 2020 Jul 14, 2020	BUY	$35.5 - $45.33 $607,653 - $775,913	17,117 New	17,117 $4.53 Million

Others Institutions Holding IHI

# of Institutions

623

Shares Held

36M

Call Options Held

311K

Put Options Held

1.15M

About ISHARES TR DOW JONES US MEDICA

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