Icon Wealth Partners, LLC Simon Property Group Inc Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,882 shares of SPG stock, worth $666,190. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,882

Previous 13,862 72.0%

Holding current value

$666,190

Previous $1.6 Million 73.81%

% of portfolio

0.05%

Previous 0.17%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$108.03 - $125.44 $1.08 Million - $1.25 Million	-9,980 Reduced 72.0%	3,882 $419,000
Q2 2023 Aug 03, 2023	BUY	$101.25 - $115.48 $1,721 - $1,963	17 Added 0.12%	13,862 $1.6 Million
Q1 2023 May 11, 2023	SELL	$102.38 - $131.79 $1.27 Million - $1.63 Million	-12,361 Reduced 47.17%	13,845 $1.55 Million
Q2 2022 Jul 19, 2022	BUY	$94.62 - $134.53 $2.48 Million - $3.53 Million	26,206 New	26,206 $2.49 Million
Q1 2022 Apr 19, 2022	SELL	$128.19 - $163.16 $1.88 Million - $2.39 Million	-14,669 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$131.39 - $170.5 $171,858 - $223,014	1,308 Added 9.79%	14,669 $2.34 Million
Q3 2021 Nov 15, 2021	BUY	$117.19 - $136.42 $664,584 - $773,637	5,671 Added 73.75%	13,361 $1.74 Million
Q2 2021 Jul 30, 2021	BUY	$113.38 - $135.71 $175,965 - $210,621	1,552 Added 25.29%	7,690 $1 Million
Q1 2021 Apr 26, 2021	BUY	$82.81 - $121.01 $98,461 - $143,880	1,189 Added 24.03%	6,138 $698,000
Q4 2020 Feb 08, 2021	BUY	$60.76 - $93.91 $60,942 - $94,191	1,003 Added 25.42%	4,949 $422,000
Q3 2020 Oct 22, 2020	BUY	$60.42 - $74.12 $33,412 - $40,988	553 Added 16.3%	3,946 $255,000
Q2 2020 Jul 14, 2020	BUY	$44.01 - $95.5 $149,325 - $324,031	3,393 New	3,393 $232,000
Q2 2019 Aug 13, 2019	SELL	$159.27 - $185.52 $44,436 - $51,760	-279 Closed	0 $0
Q1 2019 May 09, 2019	BUY	$164.87 - $185.85 $45,998 - $51,852	279 New	279 $51,000
Q3 2018 Nov 14, 2018	SELL	$168.58 - $185.23 $47,033 - $51,679	-279 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$146.74 - $172.85 $40,940 - $48,225	279 New	279 $47,000
Q1 2018 May 15, 2018	SELL	$150.46 - $172.42 $41,978 - $48,105	-279 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$154.99 - $171.74 $43,242 - $47,915	279	279 $48,000

Others Institutions Holding SPG

# of Institutions

1,256

Shares Held

268M

Call Options Held

2.14M

Put Options Held

1.44M

View Full List

About SIMON PROPERTY GROUP INC

Ticker SPG
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 327,352,000
Market Cap $56.2B
Description
Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...

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Icon Wealth Partners, LLC Simon Property Group Inc Transaction History