Icon Wealth Advisors, LLC Ishares Msci Usa Size Factor E Transaction History
Icon Wealth Advisors, LLC
- $3.4 Billion
- Q3 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,848 shares of SIZE stock, worth $600,518. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,848
Previous 947
306.34%
Holding current value
$600,518
Previous $130,000
340.0%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SIZE
# of Institutions
72Shares Held
1.67MCall Options Held
0Put Options Held
1.2K-
Black Rock Inc. New York, NY429KShares$67 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC342KShares$53.3 Million0.0% of portfolio
-
Envestnet Asset Management Inc183KShares$28.5 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$26.7 Million26.69% of portfolio
-
Trinity Wealth Management, LLC110KShares$17.1 Million7.47% of portfolio