Icon Wealth Advisors, LLC ISHARES HIGH YIELD MUNI ACTIVE ETF Transaction History

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025
Number of Shares
162,107
Previous 122,796 32.01%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
39,311 Added 32.01%
162,107 $0
Q2 2025

Aug 14, 2025
SELL
N/A
-9,450 Reduced 7.15%
122,796 $0
Q1 2025

May 15, 2025
BUY
N/A
132,246 New
132,246 $0
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