Icon Wealth Advisors, LLC ISHARES ADVANTAGE LARGE CAP INCOME ETF Transaction History

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025
Number of Shares
5,890
Previous 6,384 7.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
N/A
-494 Reduced 7.74%
5,890 $0
Q2 2025

Aug 14, 2025
BUY
N/A
364 Added 6.05%
6,384 $0
Q1 2025

May 15, 2025
BUY
N/A
59 Added 0.99%
6,020 $0
Q4 2024

Feb 14, 2025
BUY
N/A
5,961 New
5,961 $0
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