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 $300,464. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,806
Previous 1,811
0.28%
Holding current value
$300,464
Previous $254,000
3.94%
% of portfolio
0.03%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding IWN
# of Institutions
999Shares Held
59.4MCall Options Held
280KPut Options Held
140K-
Bank Of America Corp Charlotte, NC6.67MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.91MShares$817 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.63MShares$438 Million1.24% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$416 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.48MShares$412 Million0.44% of portfolio