Icon Wealth Partners, LLC Purchases and Sells in Q3 2023

Icon Wealth Partners, LLC

$878 Million
Q3 2023

Top Buys

Incresed Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	63.4K + 28.19%	$427.76 - $460.18 $27.1M - $29.2M	288K $124M
EFV	150K + 33.4%	$47.71 - $51.06 $7.17M - $7.67M	600K $29.4M
TLT	79.1K + 282.75%	$88.41 - $102.95 $6.99M - $8.14M	107K $9.49M
IWF	21.8K + 176.18%	$263.8 - $285.38 $5.75M - $6.22M	34.2K $9.09M
IVW	80.6K + 216.42%	$68.05 - $72.66 $5.49M - $5.86M	118K $8.07M
LQD	37.2K + 212.18%	$102.02 - $108.51 $3.79M - $4.04M	54.7K $5.58M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TFLO	208K New	$50.46 - $50.74 $10.5M - $10.6M	208K $10.6M
WDAY	8.42K New	$211.22 - $252.21 $1.78M - $2.12M	8.42K $1.81M
MSPR	1.21M New	N/A	1.21M $1.27M
SCM	66.7K New	$13.6 - $15.27 $907K - $1.02M	66.7K $907K
NXPI	3.16K New	$193.82 - $223.66 $612K - $706K	3.16K $630K
RF	14K New	$16.87 - $20.98 $236K - $294K	14K $240K

Top Sells

Reduced Positions

232 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVT	-409K - 76.34%	$21.99 - $23.01 $9M - $9.41M	127K $2.79M
QUAL	-51.9K - 24.27%	$130.77 - $139.97 $6.79M - $7.26M	162K $21.3M
IYW	-61.7K - 46.23%	$103.39 - $113.67 $6.38M - $7.01M	71.7K $7.53M
EFG	-44K - 13.01%	$85.55 - $97.39 $3.77M - $4.29M	294K $25.4M
ESGU	-53.8K - 20.01%	$93.48 - $100.86 $5.03M - $5.43M	215K $20.2M
MSFT	-13.7K - 20.54%	$312.14 - $359.49 $4.28M - $4.93M	53K $16.7M

Activity Summary All Purchases 90 New Holdings 19 Increased Positions 71 All Sells 232 Reductions 232 Sold out 0 Calls 0 Puts 0

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