Icon Wealth Partners, LLC Ishares S&P 500 Growth ETF Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 117,881 shares of IVW stock, worth $10.9 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
117,881
Previous 37,255
216.42%
Holding current value
$10.9 Million
Previous $2.63 Million
207.24%
% of portfolio
0.92%
Previous 0.28%
Shares
14 transactions
Others Institutions Holding IVW
# of Institutions
1,675Shares Held
384MCall Options Held
379KPut Options Held
363K-
Jpmorgan Chase & CO New York, NY46.7MShares$4.32 Billion0.36% of portfolio
-
Envestnet Asset Management Inc33.3MShares$3.09 Billion1.07% of portfolio
-
Morgan Stanley New York, NY31.4MShares$2.9 Billion0.22% of portfolio
-
Bank Of America Corp Charlotte, NC17.8MShares$1.65 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA15.1MShares$1.4 Billion0.31% of portfolio