Icon Wealth Advisors, LLC Ishares Tr Transaction History

Icon Wealth Advisors, LLC

$3.4 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$115.73 - $125.75 $97,097 - $105,504	839 New	839 $101,000

Others Institutions Holding DVY

# of Institutions

1,359

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.15 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$859 Million
0.06% of portfolio
International Assets Investment Management, LLC Orlando, FL

4.37M
Shares

$605 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.86M
Shares

$534 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$511 Million
0.11% of portfolio

About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.