Icon Wealth Advisors, LLC Spdr Nuveen Bloomberg Short Te Transaction History

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 7,271 shares of SHM stock, worth $348,499. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,271
Previous 7,271 -0.0%
Holding current value
$348,499
Previous $347,000 0.86%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024
SELL
$47.01 - $48.2 $132,286 - $135,634
-2,814 Reduced 27.9%
7,271 $350,000
Q3 2024

Nov 12, 2024
BUY
$47.01 - $48.2 $132,286 - $135,634
2,814 Added 38.7%
10,085 $485,000
Q3 2022

Jan 25, 2023
BUY
$46.05 - $47.82 $334,829 - $347,699
7,271 New
7,271 $335,000

Others Institutions Holding SHM

# of Institutions
441
Shares Held
68.1M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

SHM Quotes by TradingView
  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email