Icon Wealth Advisors, LLC Ishares U S ETF Tr Transaction History
Icon Wealth Advisors, LLC
- $1.37 Billion
- Q3 2025
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares U S ETF Tr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,719 shares of IETC stock, worth $477,562. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,719
Previous 4,715
0.08%
Holding current value
$477,562
Previous $443,000
8.58%
% of portfolio
0.04%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IETC
# of Institutions
137Shares Held
4.08MCall Options Held
20.3KPut Options Held
0-
Vestor Capital, LLC Chicago, IL724KShares$73.3 Million5.49% of portfolio
-
Kozak & Associates, Inc. Highlands Ranch, CO645KShares$65.3 Million12.55% of portfolio
-
Gradient Investments LLC625KShares$63.2 Million1.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC253KShares$25.6 Million0.01% of portfolio
-
Beacon Harbor Wealth Advisors, Inc.128KShares$13 Million3.2% of portfolio