Icon Wealth Advisors, LLC Heico Corp Transaction History

Icon Wealth Advisors, LLC

$1.37 Billion
Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Heico Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 394 shares of HEI stock, worth $123,574. This represents 0.01% of its overall portfolio holdings.

Number of Shares

394

Previous 659 40.21%

Holding current value

$123,574

Previous $216,000 41.2%

% of portfolio

0.01%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$304.5 - $337.56 $80,692 - $89,453	-265 Reduced 40.21%	394 $127,000
Q2 2025 Aug 14, 2025	SELL	$236.44 - $328.0 $58,164 - $80,688	-246 Reduced 27.18%	659 $216,000
Q1 2025 May 15, 2025	SELL	$219.6 - $270.85 $219,160 - $270,308	-998 Reduced 52.44%	905 $241,000
Q4 2024 Feb 14, 2025	SELL	$237.06 - $279.02 $32,240 - $37,946	-136 Reduced 6.67%	1,903 $452,000
Q3 2024 Nov 14, 2024	SELL	$220.59 - $267.96 $928,463 - $1.13 Million	-4,209 Reduced 67.37%	2,039 $533,000

Q3 2024 Nov 12, 2024	BUY	$220.59 - $267.96 $653,608 - $793,965	2,963 Added 90.2%	6,248 $1.63 Million
Q2 2024 Aug 14, 2024	SELL	$187.69 - $228.95 $266,144 - $324,651	-1,418 Reduced 30.15%	3,285 $734,000
Q1 2024 May 15, 2024	SELL	$170.61 - $199.38 $97,418 - $113,845	-571 Reduced 10.83%	4,703 $898,000
Q4 2023 Feb 14, 2024	SELL	$156.87 - $186.0 $376,331 - $446,214	-2,399 Reduced 31.27%	5,274 $943,000
Q4 2022 Feb 14, 2023	SELL	$139.73 - $164.7 $63,297 - $74,609	-453 Reduced 5.57%	7,673 $1.18 Million
Q3 2022 Jan 25, 2023	BUY	$130.94 - $165.56 $1.06 Million - $1.35 Million	8,126 New	8,126 $1.17 Million

Others Institutions Holding HEI

# of Institutions

794

Shares Held

41.5M

Call Options Held

173K

Put Options Held

105K

View Full List

About HEICO CORP

Ticker HEI
Exchange NYSE
Sector Industrials
Industry Aerospace & Defense
Shares Outstandng 54,511,100
Market Cap $17.1B

More about HEI

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Icon Wealth Advisors, LLC Heico Corp Transaction History