Icon Wealth Advisors, LLC Ishares Barclays Transaction History

Icon Wealth Advisors, LLC

$1.19 Billion
Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 7,579 shares of IEF stock, worth $716,063. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,579

Previous 5,561 36.29%

Holding current value

$716,063

Previous $545,000 28.44%

% of portfolio

0.06%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$92.08 - $98.18 $185,817 - $198,127	2,018 Added 36.29%	7,579 $700,000
Q3 2024 Nov 14, 2024	BUY	$92.67 - $99.14 $235,289 - $251,716	2,539 Added 84.02%	5,561 $545,000
Q3 2024 Nov 12, 2024	SELL	$92.67 - $99.14 $388,194 - $415,297	-4,189 Reduced 58.09%	3,022 $296,000
Q2 2024 Aug 14, 2024	BUY	$91.24 - $94.6 $157,662 - $163,468	1,728 Added 31.52%	7,211 $675,000
Q1 2024 May 15, 2024	BUY	$93.54 - $96.82 $13,469 - $13,942	144 Added 2.7%	5,483 $519,000
Q4 2023 Feb 14, 2024	SELL	$88.95 - $97.0 $92,330 - $100,686	-1,038 Reduced 16.28%	5,339 $514,000
Q4 2022 Feb 14, 2023	BUY	$92.93 - $99.14 $393,930 - $420,254	4,239 Added 198.27%	6,377 $610,000
Q3 2022 Jan 25, 2023	BUY	$94.56 - $105.6 $202,169 - $225,772	2,138 New	2,138 $205,000

Others Institutions Holding IEF

# of Institutions

1,100

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Account

Icon Wealth Advisors, LLC Ishares Barclays Transaction History