A detailed history of Icon Wealth Advisors, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 136,210 shares of LLY stock, worth $108 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares
136,210
Previous 9,727 1300.33%
Holding current value
$108 Million
Previous $8.81 Million 1270.35%
% of portfolio
3.55%
Previous 0.76%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$772.14 - $960.02 $97.8 Million - $122 Million
-126,609 Reduced 92.95%
9,601 $8.51 Million
Q3 2024

Nov 12, 2024

BUY
$772.14 - $960.02 $97.7 Million - $121 Million
126,483 Added 1300.33%
136,210 $121 Million
Q2 2024

Aug 14, 2024

BUY
$724.87 - $909.04 $345,762 - $433,612
477 Added 5.16%
9,727 $8.81 Million
Q1 2024

May 15, 2024

BUY
$592.2 - $792.28 $14,212 - $19,014
24 Added 0.26%
9,250 $7.2 Million
Q4 2023

Feb 14, 2024

SELL
$525.19 - $619.13 $2.65 Million - $3.12 Million
-5,044 Reduced 35.35%
9,226 $5.38 Million
Q4 2022

Feb 14, 2023

BUY
$321.55 - $374.67 $11,897 - $13,862
37 Added 0.26%
14,270 $5.22 Million
Q3 2022

Jan 25, 2023

BUY
$296.48 - $337.87 $4.22 Million - $4.81 Million
14,233 New
14,233 $4.6 Million

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $756B
  • Description
  • Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...
More about LLY
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, 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 Advisors, LLC, based on Form 13F filings with the SEC.

News

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