Icon Wealth Partners, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 7,271 shares of SHM stock, worth $342,173. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,271
Previous 7,271 -0.0%
Holding current value
$342,173
Previous $342,000 1.75%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2019

May 09, 2019
SELL
N/A
-4,656 Reduced 39.04%
7,271 $352,000
Q4 2018

Feb 14, 2019
SELL
N/A
-7,016 Reduced 37.04%
11,927 $573,000
Q3 2018

Nov 14, 2018
BUY
N/A
3,641 Added 23.79%
18,943 $903,000
Q2 2018

Aug 13, 2018
SELL
N/A
-6,432 Reduced 29.59%
15,302 $734,000
Q1 2018

May 15, 2018
SELL
N/A
-5,723 Reduced 20.84%
21,734 $1.04 Million
Q4 2017

Feb 13, 2018
BUY
N/A
27,457
27,457 $1.32 Million

Others Institutions Holding SHM

# of Institutions
455
Shares Held
78.2M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

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