Icon Wealth Partners, LLC Ishares Barclays 20+ Year Trea Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 107,020 shares of TLT stock, worth $9.54 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
107,020
Previous 27,961
282.75%
Holding current value
$9.54 Million
Previous $2.88 Million
229.78%
% of portfolio
1.08%
Previous 0.31%
Shares
19 transactions
Others Institutions Holding TLT
# of Institutions
1,405Shares Held
432MCall Options Held
162MPut Options Held
161M-
Bank Of America Corp Charlotte, NC79.2MShares$7.06 Billion0.59% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.8MShares$3.73 Billion13.23% of portfolio
-
Northwestern Mutual Wealth Management CO37.6MShares$3.36 Billion2.79% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.84 Billion0.13% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.48 Billion0.04% of portfolio