Icon Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,711 shares of IWN stock, worth $286,558. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,711
Previous 1,717
0.35%
Holding current value
$286,558
Previous $286,000
2.1%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding IWN
# of Institutions
1,139Shares Held
63.2MCall Options Held
717KPut Options Held
151K-
Bank Of America Corp Charlotte, NC6.72MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$918 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$459 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$457 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$418 Million1.27% of portfolio