Icon Wealth Advisors, LLC QUAL Holdings History
Icon Wealth Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Icon Wealth Advisors, LLC held 237,406.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $40.57 Mil. This investment constitutes 3.34% of their stock portfolio, and Icon Wealth Advisors, LLC now holds 0.08% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q3. And since then Icon Wealth Advisors, LLC has made 5 purchases of QUAL, at an average price of $147.64, for a total of 238,937.00 shares. In addition, there have been 1 sales at an average price of $181.70 for 1,531.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Icon Wealth Advisors, LLC's estimated gain on his QUAL holdings is $9.22 Mil, reflecting a 26.13% gain to date.
Icon Wealth Advisors, LLC QUAL ($186.25) Holding Chart
Icon Wealth Advisors, LLC QUAL ($186.25) 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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