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

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

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 10,085 shares of SHM stock, worth $479,239. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,085
Previous 7,271 38.7%
Holding current value
$479,239
Previous $343,000 41.4%
% of portfolio
0.01%
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
435
Shares Held
72.9M
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
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