Icon Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History
Icon Wealth Advisors, LLC
- $1.37 Billion
- Q3 2025
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 12,504 shares of STIP stock, worth $1.29 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
12,504
Previous 15,015
16.72%
Holding current value
$1.29 Million
Previous $1.55 Million
16.38%
% of portfolio
0.09%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding STIP
# of Institutions
857Shares Held
79.7MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
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Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
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Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio