iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $5.2M | 51k | 102.86 |
2023-06-30 | $5.3M | 51k | 104.04 |
2023-03-31 | $3.9M | 37k | 104.68 |
2022-06-30 | $4.0M | 38k | 104.67 |
2022-03-31 | $4.0M | 38k | 104.59 |
2021-12-31 | $4.3M | 40k | 107.37 |
2021-09-30 | $4.6M | 43k | 107.56 |
2020-03-31 | $1.0M | 9.7k | 106.25 |
2019-12-31 | $842k | 7.9k | 106.73 |
2019-09-30 | $893k | 8.4k | 106.53 |
2019-06-30 | $959k | 9.0k | 106.58 |
2019-03-31 | $520k | 4.9k | 106.04 |
2018-12-31 | $303k | 2.9k | 105.46 |
2018-09-30 | $249k | 2.4k | 104.71 |
2018-06-30 | $61k | 577 | 105.72 |
2017-12-31 | $174k | 1.7k | 105.14 |
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