Icon Wealth Advisors, LLC Ishares Tr Transaction History

Icon Wealth Advisors, LLC

  • $1.17 Billion
  • Q2 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,657 shares of IYE stock, worth $122,806. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,657
Previous 2,905 8.54%
Holding current value
$122,806
Previous $143,000 11.19%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2024
SELL
$46.21 - $51.17 $11,460 - $12,690
-248 Reduced 8.54%
2,657 $127,000
Q1 2024

May 15, 2024
SELL
$41.9 - $49.4 $23,589 - $27,812
-563 Reduced 16.23%
2,905 $143,000
Q4 2023

Feb 14, 2024
SELL
$42.54 - $48.28 $1.62 Million - $1.84 Million
-38,077 Reduced 91.65%
3,468 $153,000
Q4 2022

Feb 14, 2023
SELL
$41.43 - $50.5 $221,609 - $270,124
-5,349 Reduced 11.41%
41,545 $1.93 Million
Q3 2022

Jan 25, 2023
BUY
$36.07 - $45.64 $1.69 Million - $2.14 Million
46,894 New
46,894 $1.84 Million

Others Institutions Holding IYE

# of Institutions
321
Shares Held
15M
Call Options Held
17.4K
Put Options Held
1.2K
View Full List

About ISHARES TR

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