Icon Wealth Partners, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,289 shares of USIG stock, worth $165,699. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,289
Previous 3,261 0.86%
Holding current value
$165,699
Previous $163,000 3.07%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
BUY
$48.03 - $50.28 $1,344 - $1,407
28 Added 0.86%
3,289 $158,000
Q2 2023

Aug 03, 2023
SELL
$49.44 - $51.04 $939 - $969
-19 Reduced 0.58%
3,261 $163,000
Q1 2023

May 11, 2023
BUY
$49.01 - $51.53 $160,752 - $169,018
3,280 New
3,280 $166,000
Q2 2022

Jul 19, 2022
SELL
$49.92 - $55.16 $187,150 - $206,794
-3,749 Closed
0 $0
Q1 2022

Apr 19, 2022
BUY
$54.36 - $59.32 $203,795 - $222,390
3,749 New
3,749 $206,000
Q2 2019

Aug 13, 2019
SELL
$54.86 - $57.07 $8,667 - $9,017
-158 Closed
0 $0
Q1 2019

May 09, 2019
BUY
$53.0 - $55.29 $8,374 - $8,735
158 New
158 $9,000

Others Institutions Holding USIG

# of Institutions
413
Shares Held
166M
Call Options Held
21.4K
Put Options Held
0
View Full List

About ISHARES TR BROAD USD INBD ETFV

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