A detailed history of Icon Wealth Partners, LLC transactions in Ishares Tr Global Energy ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 5,000 shares of IXC stock, worth $208,700. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,000
Previous 5,000 -0.0%
Holding current value
$208,700
Previous $186,000 10.75%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023

BUY
$34.92 - $41.17 $174,600 - $205,850
5,000 New
5,000 $188,000
Q2 2019

Aug 13, 2019

SELL
N/A
-1,200 Closed
0 $0
Q1 2019

May 09, 2019

BUY
N/A
1,200 New
1,200 $40,000
Q3 2018

Nov 14, 2018

SELL
N/A
-1,200 Closed
0 $0
Q2 2018

Aug 13, 2018

BUY
N/A
1,200 New
1,200 $45,000

Others Institutions Holding IXC

About ISHARES TR GLOBAL ENERGY ETF


  • Ticker IXC
  • Sector ETFs
  • Industry ETFs
More about IXC
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.