Icon Wealth Advisors, LLC ISHARES U.S. THEMATIC ROTATION ACTIVE ETF Transaction History

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025
Number of Shares
562,501
Previous 517,346 8.73%
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
45,155 Added 8.73%
562,501 $0
Q2 2025

Aug 14, 2025
BUY
N/A
422,280 Added 444.2%
517,346 $0
Q1 2025

May 15, 2025
BUY
N/A
95,066 New
95,066 $0
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