Icon Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Icon Wealth Advisors, LLC

  • $1.17 Billion
  • Q2 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 14,282 shares of IWD stock, worth $2.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,282
Previous 14,489 1.43%
Holding current value
$2.7 Million
Previous $2.6 Million 4.01%
% of portfolio
0.21%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$169.4 - $179.05 $35,065 - $37,063
-207 Reduced 1.43%
14,282 $2.49 Million
Q1 2024

May 15, 2024
BUY
$161.84 - $179.11 $1,132 - $1,253
7 Added 0.05%
14,489 $2.6 Million
Q4 2023

Feb 14, 2024
SELL
$143.69 - $165.7 $245,278 - $282,849
-1,707 Reduced 10.54%
14,482 $2.39 Million
Q3 2022

Jan 25, 2023
BUY
$135.99 - $161.15 $2.2 Million - $2.61 Million
16,189 New
16,189 $2.2 Million

Others Institutions Holding IWD

# of Institutions
1,670
Shares Held
258M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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