Icon Wealth Partners, LLC Ishares Msci Usa Size Factor E Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares Msci Usa Size Factor E stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 947 shares of SIZE stock, worth $150,459. This represents 0.01% of its overall portfolio holdings.
Number of Shares
947
Previous 947
-0.0%
Holding current value
$150,459
Previous $116,000
4.31%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SIZE
# of Institutions
74Shares Held
1.93MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC502KShares$79.8 Million0.01% of portfolio
-
Black Rock Inc. New York, NY429KShares$68.2 Million0.0% of portfolio
-
James Reed Financial Services, Inc. Cleveland, OH163KShares$25.9 Million26.17% of portfolio
-
Trinity Wealth Management, LLC112KShares$17.7 Million7.03% of portfolio
-
Lido Advisors, LLC Los Angeles, CA110KShares$17.5 Million0.06% of portfolio