Icon Wealth Partners, LLC Ishares Core S&P Sm Cap ETF Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,366 shares of IJR stock, worth $145,328. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,366
Previous 3,332
59.0%
Holding current value
$145,328
Previous $332,000
61.45%
% of portfolio
0.01%
Previous 0.04%
Shares
21 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.59 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.27 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.04 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.38 Billion0.79% of portfolio