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 $149,408. This represents 0.01% of its overall portfolio holdings.
Number of Shares
947
Previous 947
-0.0%
Holding current value
$149,408
Previous $116,000
4.31%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SIZE
# of Institutions
76Shares Held
1.83MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC475KShares$74.9 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$67.8 Million0.0% of portfolio
-
Envestnet Asset Management Inc180KShares$28.5 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH168KShares$26.4 Million26.26% of portfolio
-
Trinity Wealth Management, LLC115KShares$18.1 Million7.18% of portfolio