Icon Wealth Partners, LLC Ishares Tr Transaction History

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,495 shares of IYE stock, worth $171,884. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,495
Previous 4,010 12.84%
Holding current value
$171,884
Previous $171,000 3.51%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023
SELL
$41.76 - $48.97 $21,506 - $25,219
-515 Reduced 12.84%
3,495 $165,000
Q2 2023

Aug 03, 2023
SELL
$40.39 - $45.87 $444 - $504
-11 Reduced 0.27%
4,010 $171,000
Q1 2023

May 11, 2023
SELL
$40.63 - $49.07 $3.22 Million - $3.89 Million
-79,223 Reduced 95.17%
4,021 $175,000
Q2 2022

Jul 19, 2022
SELL
$37.64 - $48.83 $2.68 Million - $3.48 Million
-71,215 Reduced 46.11%
83,244 $3.17 Million
Q1 2022

Apr 19, 2022
BUY
$31.0 - $42.12 $559,271 - $759,886
18,041 Added 13.22%
154,459 $6.32 Million
Q4 2021

Jan 19, 2022
SELL
$28.79 - $32.36 $231,557 - $260,271
-8,043 Reduced 5.57%
136,418 $4.11 Million
Q3 2021

Nov 15, 2021
SELL
$24.81 - $29.6 $1.13 Million - $1.35 Million
-45,563 Reduced 23.98%
144,461 $4.08 Million
Q2 2021

Jul 30, 2021
BUY
$25.2 - $30.0 $1.22 Million - $1.45 Million
48,268 Added 34.05%
190,024 $5.53 Million
Q1 2021

Apr 26, 2021
BUY
$20.29 - $28.47 $2.88 Million - $4.04 Million
141,756 New
141,756 $3.72 Million

Others Institutions Holding IYE

# of Institutions
342
Shares Held
15.4M
Call Options Held
9.8K
Put Options Held
1.1K
View Full List

About ISHARES TR

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