Icon Wealth Advisors, LLC Ishares Msci Usa Size Factor E Transaction History
Icon Wealth Advisors, LLC
- $1.17 Billion
- Q2 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 947 shares of SIZE stock, worth $140,004. This represents 0.01% of its overall portfolio holdings.
Number of Shares
947
Previous 947
-0.0%
Holding current value
$140,004
Previous $134,000
2.99%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SIZE
# of Institutions
67Shares Held
1.67MCall Options Held
0Put Options Held
1.1K-
Black Rock Inc. New York, NY429KShares$63.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC358KShares$53 Million0.0% of portfolio
-
Envestnet Asset Management Inc182KShares$26.9 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$25.3 Million26.69% of portfolio
-
Trinity Wealth Management, LLC110KShares$16.2 Million7.47% of portfolio