Icon Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 71,728 shares of IYW stock, worth $10.8 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
71,728
Previous 133,397
46.23%
Holding current value
$10.8 Million
Previous $14.5 Million
48.18%
% of portfolio
0.86%
Previous 1.54%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,029Shares Held
78.6MCall Options Held
149KPut Options Held
98.2K-
Envestnet Asset Management Inc11.4MShares$1.72 Billion0.59% of portfolio
-
Morgan Stanley New York, NY5.81MShares$875 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.35MShares$654 Million14.74% of portfolio
-
Bank Of America Corp Charlotte, NC4.33MShares$651 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.82MShares$575 Million0.28% of portfolio