Icon Wealth Partners, LLC Ishares Russell2000 Val ETF Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,806 shares of IWN stock, worth $319,300. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,806
Previous 1,811
0.28%
Holding current value
$319,300
Previous $254,000
3.94%
% of portfolio
0.03%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding IWN
# of Institutions
1,021Shares Held
61.2MCall Options Held
840KPut Options Held
134K-
Bank Of America Corp Charlotte, NC6.67MShares$1.18 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$868 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$466 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$442 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$438 Million0.44% of portfolio