Icon Wealth Advisors, LLC HIMU Holdings History
Number of Shares
132,246.00
Current Holdings Value*
$6.55 Mil
% of Portfolio
0.54%
Total Estimate Gain
$-402,027.84
% of Total Estimate Gain
-6.08%
Icon Wealth Advisors, LLC's iShares High Yield Muni Active ETF Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 132,246.00 shares of iShares High Yield Muni Active ETF(HIMU), totaling $6.55 Mil. This investment constitutes 0.54% of their stock portfolio, and Icon Wealth Advisors, LLC now holds -% of the outstanding iShares High Yield Muni Active ETF(HIMU) stock.
The initial trade took place in 2025Q1. And since then Icon Wealth Advisors, LLC has made 1 purchases of HIMU, at an average price of $50.01, for a total of 132,246.00 shares. Based on historical transaction data and HIMU's current price of $46.97, Icon Wealth Advisors, LLC's estimated gain on his HIMU holdings is $-402,027.84, reflecting a -6.08% gain to date.
Icon Wealth Advisors, LLC HIMU ($46.97) Holding Chart
Icon Wealth Advisors, LLC HIMU ($46.97) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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