Icon Wealth Advisors, LLC Heritage Commerce Corp Transaction History
Icon Wealth Advisors, LLC
- $1.37 Billion
- Q3 2025
A detailed history of Icon Wealth Advisors, LLC transactions in Heritage Commerce Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 15,033 shares of HTBK stock, worth $159,049. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,033
Previous 12,138
23.85%
Holding current value
$159,049
Previous $120,000
24.17%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HTBK
# of Institutions
205Shares Held
50.2MCall Options Held
71.9KPut Options Held
52.1K-
Black Rock Inc. New York, NY8.28MShares$87.6 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.95MShares$41.8 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX3.39MShares$35.8 Million0.01% of portfolio
-
State Street Corp Boston, MA2.21MShares$23.4 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY1.88MShares$19.9 Million0.0% of portfolio
About HERITAGE COMMERCE CORP
- Ticker HTBK
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 60,668,800
- Market Cap $642M
- Description
- Heritage Commerce Corp operates as the bank holding company for Heritage Bank of Commerce that provides various commercial and personal banking services to residents and the business/professional community in California. Its deposit products for business banking and retail markets include interest and non-interest bearing demand, savings, and mo...