Icon Wealth Partners, LLC Ishares Barclays Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 5,110 shares of IEF stock, worth $500,217. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,110
Previous 5,256
2.78%
Holding current value
$500,217
Previous $507,000
7.69%
% of portfolio
0.05%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding IEF
# of Institutions
1,003Shares Held
238MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$2 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.99 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.98 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.27 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.11 Billion0.29% of portfolio