Icon Wealth Partners, LLC Ishares Msci Usa Value Factor Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 1,427 shares of VLUE stock, worth $154,643. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,427
Previous 1,444
1.18%
Holding current value
$154,643
Previous $135,000
4.44%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding VLUE
# of Institutions
440Shares Held
53.8MCall Options Held
4KPut Options Held
0-
Northwestern Mutual Wealth Management CO18.9MShares$2.04 Billion1.93% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.49MShares$486 Million28.76% of portfolio
-
Matson Money. Inc.3.7MShares$401 Million12.73% of portfolio
-
Mercer Global Advisors Inc Denver, CO2.53MShares$274 Million0.66% of portfolio
-
Envestnet Asset Management Inc2.52MShares$273 Million0.09% of portfolio