Icon Wealth Advisors, LLC Ishares Tr Transaction History
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 134,384 shares of MBB stock, worth $12.9 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
134,384
Previous 140,282
4.2%
Holding current value
$12.9 Million
Previous $13 Million
4.84%
% of portfolio
1.06%
Previous 1.22%
Shares
5 transactions
Others Institutions Holding MBB
# of Institutions
909Shares Held
311MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.97 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.79 Billion0.24% of portfolio
-
Envestnet Asset Management Inc25MShares$2.4 Billion0.82% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.73 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.61 Billion0.68% of portfolio