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 $11.5 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
71,728
Previous 133,397
46.23%
Holding current value
$11.5 Million
Previous $14.5 Million
48.18%
% of portfolio
0.86%
Previous 1.54%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,203Shares Held
83.7MCall Options Held
76.9KPut Options Held
34.3K-
Envestnet Asset Management Inc10.7MShares$1.72 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$940 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$725 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$685 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$663 Million0.29% of portfolio