Icon Wealth Partners, LLC Ishares Dj Us Tech ETF Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 71,728 shares of IYW stock, worth $10.1 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
71,728
Previous 133,397
46.23%
Holding current value
$10.1 Million
Previous $14.5 Million
48.18%
% of portfolio
0.86%
Previous 1.54%
Shares
3 transactions
Others Institutions Holding IYW
# of Institutions
1,249Shares Held
84.4MCall Options Held
118KPut Options Held
73.1K-
Envestnet Asset Management Inc10.2MShares$1.43 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.85MShares$823 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$719 Million0.34% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.34MShares$610 Million13.63% of portfolio
-
Bank Of America Corp Charlotte, NC4.3MShares$604 Million0.06% of portfolio