Icon Wealth Partners, LLC Ishares Msci Usa Size Factor E Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 947 shares of SIZE stock, worth $146,216. This represents 0.01% of its overall portfolio holdings.
Number of Shares
947
Previous 947
-0.0%
Holding current value
$146,216
Previous $116,000
4.31%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SIZE
# of Institutions
75Shares Held
1.78MCall Options Held
0Put Options Held
100-
Black Rock Inc. New York, NY429KShares$66.3 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC424KShares$65.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc184KShares$28.3 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH163KShares$25.2 Million25.31% of portfolio
-
Trinity Wealth Management, LLC112KShares$17.3 Million7.52% of portfolio