Icon Wealth Advisors, LLC Ishares Tr Call Options Transaction History

Icon Wealth Advisors, LLC

$3.4 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$98.2 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$70.7 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$68.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$50.7 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$31.1 Million
0.0% of portfolio

About ISHARES TR

Ticker IYE
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.