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 $129,814. This represents 0.01% of its overall portfolio holdings.
Number of Shares
947
Previous 947
-0.0%
Holding current value
$129,814
Previous $116,000
4.31%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SIZE
# of Institutions
69Shares Held
1.58MCall Options Held
2KPut Options Held
0-
Black Rock Inc. New York, NY410KShares$56.2 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC339KShares$46.5 Million0.0% of portfolio
-
Envestnet Asset Management Inc171KShares$23.5 Million0.01% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH171KShares$23.4 Million26.69% of portfolio
-
Trinity Wealth Management, LLC107KShares$14.7 Million7.87% of portfolio