Icon Wealth Advisors, LLC Ishares Barclays Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 7,579 shares of IEF stock, worth $716,063. This represents 0.06% of its overall portfolio holdings.
Number of Shares
7,579
Previous 5,561
36.29%
Holding current value
$716,063
Previous $545,000
28.44%
% of portfolio
0.06%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding IEF
# of Institutions
1,100Shares Held
294MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.65 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.53 Billion0.2% of portfolio
-
Wealthfront Advisers LLC15.6MShares$1.48 Billion1.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.15 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.1 Billion0.29% of portfolio