Icon Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 123,262 shares of USMV stock, worth $10.3 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
123,262
Previous 146,974
16.13%
Holding current value
$10.3 Million
Previous $10.9 Million
18.34%
% of portfolio
1.02%
Previous 1.16%
Shares
22 transactions
Others Institutions Holding USMV
# of Institutions
1,241Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.89 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.45 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$798 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$536 Million0.2% of portfolio