Icon Wealth Partners, LLC Financial Sector Spdr Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 8,868 shares of XLF stock, worth $468,230. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,868
Previous 9,360 5.26%
Holding current value
$468,230
Previous $315,000 6.67%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2023
SELL
$33.17 - $35.6 $16,319 - $17,515
-492 Reduced 5.26%
8,868 $294,000
Q2 2023

Aug 03, 2023
SELL
$31.55 - $33.71 $85,532 - $91,387
-2,711 Reduced 22.46%
9,360 $315,000
Q1 2023

May 11, 2023
BUY
$30.98 - $37.0 $373,959 - $446,627
12,071 New
12,071 $388,000
Q2 2022

Jul 19, 2022
SELL
$30.84 - $38.22 $290,296 - $359,764
-9,413 Closed
0 $0
Q1 2022

Apr 19, 2022
BUY
$35.66 - $41.42 $356 - $414
10 Added 0.11%
9,413 $361,000
Q4 2021

Jan 19, 2022
SELL
$37.54 - $40.62 $13,551 - $14,663
-361 Reduced 3.7%
9,403 $367,000
Q3 2021

Nov 15, 2021
BUY
$35.11 - $39.0 $73,801 - $81,978
2,102 Added 27.43%
9,764 $366,000
Q1 2021

Apr 26, 2021
BUY
$28.95 - $34.77 $221,814 - $266,407
7,662 New
7,662 $261,000
Q2 2019

Aug 13, 2019
SELL
N/A
-1,050 Closed
0 $0
Q1 2019

May 09, 2019
BUY
N/A
1,050 New
1,050 $27,000
Q3 2018

Nov 14, 2018
SELL
N/A
-1,050 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
1,050 New
1,050 $28,000

Others Institutions Holding XLF

# of Institutions
2,114
Shares Held
1.01B
Call Options Held
180M
Put Options Held
247M
View Full List

About FINANCIAL SECTOR SPDR

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