Icon Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 03, 2023
SELL
$170.4 - $187.93 $135,808 - $149,780
-797 Reduced 59.17%
550 $102,000
Q1 2023

May 11, 2023
BUY
$170.25 - $198.32 $229,326 - $267,137
1,347 New
1,347 $240,000
Q2 2022

Jul 19, 2022
SELL
$163.9 - $207.91 $279,777 - $354,902
-1,707 Closed
0 $0
Q1 2022

Apr 19, 2022
SELL
$191.52 - $225.32 $7.76 Million - $9.13 Million
-40,502 Reduced 95.96%
1,707 $350,000
Q4 2021

Jan 19, 2022
BUY
$212.12 - $242.56 $8.64 Million - $9.88 Million
40,741 Added 2775.27%
42,209 $9.39 Million
Q3 2021

Nov 15, 2021
BUY
$211.73 - $231.39 $94,855 - $103,662
448 Added 43.92%
1,468 $321,000
Q2 2021

Jul 30, 2021
BUY
$211.85 - $232.89 $216,087 - $237,547
1,020 New
1,020 $234,000
Q2 2020

Jul 14, 2020
SELL
$104.62 - $153.09 $229,222 - $335,420
-2,191 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$99.9 - $169.53 $218,880 - $371,440
2,191 New
2,191 $251,000
Q2 2019

Aug 13, 2019
SELL
$145.86 - $160.71 $18,961 - $20,892
-130 Closed
0 $0
Q1 2019

May 09, 2019
BUY
$132.25 - $158.24 $17,192 - $20,571
130 New
130 $20,000

Others Institutions Holding IWM

# of Institutions
2,547
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Icon Wealth Partners, LLC Portfolio

Follow Icon Wealth Partners, 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 Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email