Icon Wealth Advisors, LLC OEF Holdings History
Icon Wealth Advisors, LLC's iShares S&P 100 ETF Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 49,211.00 shares of iShares S&P 100 ETF(OEF), totaling $13.33 Mil. This investment constitutes 1.1% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.08% of the outstanding iShares S&P 100 ETF(OEF) stock.
The initial trade took place in 2023Q4. And since then Icon Wealth Advisors, LLC has made 2 purchases of OEF, at an average price of $244.61, for a total of 83,524.00 shares. In addition, there have been 4 sales at an average price of $236.95 for 34,313.00 shares. Based on historical transaction data and OEF's current price of $312.71, Icon Wealth Advisors, LLC's estimated gain on his OEF holdings is $3.09 Mil, reflecting a 15.12% gain to date.
Icon Wealth Advisors, LLC OEF ($312.71) Holding Chart
Icon Wealth Advisors, LLC OEF ($312.71) 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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